TwinBeech Capital’s United Parcel Service UPS Stock Holding History

TwinBeech Capital’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.71M	Buy	88,500 +84,200	+1,958%	+$9.03M	0.9%	17
2025 Q4	$427K	Buy	4,300 +346	+9%	+$32.4K	0.03%	426
2025 Q3	$330K	Sell	3,954 -505,511	-99%	-$45.8M	0.01%	455
2025 Q2	$51.4M	Buy	509,465 +261,407	+105%	+$25.7M	1.17%	12
2025 Q1	$27.3M	Buy	+248,058	New	+$29.7M	0.5%	58
2024 Q4	–	Sell	-382,504	Closed	-$52.2M	–	938
2024 Q3	$52.2M	Buy	382,504 +56,541	+17%	+$7.42M	1%	14
2024 Q2	$44.6M	Sell	325,963 -46,165	-12%	-$6.61M	0.88%	27
2024 Q1	$55.3M	Buy	+372,128	New	+$56.6M	1.14%	18
2023 Q3	–	Sell	-127,446	Closed	-$22.8M	–	907
2023 Q2	$22.8M	Buy	+127,446	New	+$22.6M	0.45%	61
2022 Q4	–	Sell	-270,554	Closed	-$43.7M	–	951
2022 Q3	$43.7M	Buy	+270,554	New	+$51.2M	1.15%	6
2022 Q1	–	Sell	-19,958	Closed	-$4.28M	–	747
2021 Q4	$4.28M	Buy	+19,958	New	+$4.06M	0.24%	118
2021 Q3	–	Sell	-3,774	Closed	-$785K	–	771
2021 Q2	$785K	Buy	+3,774	New	+$755K	0.1%	246
2021 Q1	–	Sell	-25,731	Closed	-$4.33M	–	683
2020 Q4	$4.33M	Buy	+25,731	New	+$4.34M	0.7%	29
2020 Q1	–	Sell	-37,091	Closed	-$4.34M	–	485
2019 Q4	$4.34M	Buy	+37,091	New	+$4.39M	1.26%	1

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TwinBeech Capital's UPS Position: Q1 2026 in Review

TwinBeech Capital increased its United Parcel Service (UPS) stake by 1,958% in Q1 2026, buying an estimated $9.03M and bringing the position to 88,500 shares worth $8.71M. The position accounts for 0.9% of the portfolio, ranked #17.

TwinBeech Capital first reported a position in UPS in Q4 2019 and has held it in 14 quarters since. The position peaked at $55.3M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

TwinBeech Capital held 88,500 shares of United Parcel Service worth $8.71M as of Q1 2026.
TwinBeech Capital bought 84,200 United Parcel Service shares in Q1 2026, an estimated $9.03M.
United Parcel Service made up 0.9% of TwinBeech Capital's portfolio in Q1 2026, its #17 holding.
TwinBeech Capital first reported a position in United Parcel Service in Q4 2019 and has held it in 14 quarters since.
TwinBeech Capital's United Parcel Service position peaked at $55.3M in Q1 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.