Traphagen Investment Advisors 13F: Exits UPS Stake

Traphagen Investment Advisors sold its entire position in United Parcel Service, Inc. (UPS) as reported in a filing on October 14, 2026. The fund cut its stake by 3,472 shares, bringing its total shares to zero. This sale reflects a 100% decrease in its holdings.

Other Institutional Activity in UPS

Several other institutional investors have been active with UPS. Blackrock Inc. grew its holdings by 3,813,259 shares, ending with 54,929,329 shares worth about $5.36 billion. Vanguard Capital Management LLC added 587,449 shares, totaling 48,739,036 shares valued at approximately $4.75 billion. State Street Corporation increased its stake by 1,264,857 shares, bringing its total to 33,864,263 shares worth around $3.30 billion. FMR, LLC also raised its position by 273,629 shares, resulting in 32,848,561 shares valued at about $3.20 billion. Lastly, Charles Schwab Investment Management, Inc. added 2,585,040 shares, totaling 24,698,297 shares worth approximately $2.41 billion.

United Parcel Service, Inc. Stock Up 1.5%

As of October 16, 2026, UPS shares were recently trading at $97.26, which is below its 50-day moving average of $99.54 and its 200-day moving average of $104.72. The stock is about 20.5% lower than its 52-week high of $122.41, but it remains above its 52-week low of $85.24 by 14.1%. This positioning may affect investor sentiment, especially given that it is trading below the average price target of $114.27.

Recent Earnings

For the trailing twelve months, UPS reported revenue of approximately $89.93 billion and earnings per share (EPS) of $5.38. The company has shown a year-over-year revenue growth of 7.6%. The next earnings report is scheduled for October 27, 2026.

Insider Buying and Selling at United Parcel Service, Inc.

Several insiders have made transactions in UPS recently. Director William R. Johnson purchased 5,000 shares at an average price of $86.50 on July 31, 2025, totaling about $432,477. CEO Carol B. Tome bought 11,682 shares at $85.67 on August 1, 2025, for approximately $1 million. Director Christiana Smith Shi acquired 500 shares at $88.17 on August 22, 2025, valued at around $44,084.

Analysts Set New Price Targets

On October 7, 2026, Citigroup maintained a buy rating on UPS with a price target of $122.00, down from $132.00. Truist Securities also maintains a buy rating but lowered its target from $130.00 to $115.00. Earlier, on July 29, 2026, Stifel maintained a buy rating with a target of $115.00, while Susquehanna and Stephens & Co. kept their ratings at neutral and overweight, respectively, with targets of $120.00 and $130.00. The consensus rating for UPS remains a buy, with a mean price target of $114.27 based on 26 analyst opinions.

About UPS

United Parcel Service, Inc. is a leading package delivery and logistics company based in Atlanta, Georgia. It operates through two main segments: U.S. Domestic Package and International Package, providing time-definite delivery services for express letters, documents, and freight. The recent sale by Traphagen Investment Advisors reflects a shift in their investment strategy, which could be influenced by the stock's current performance.

Bottom Line

As Traphagen Investment Advisors fully exits its UPS position, investors will be watching for the company's upcoming earnings report on October 27, 2026. The recent trading levels and analyst ratings suggest that UPS's stock may have room for improvement, but current trends indicate some challenges ahead. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.