1776 Wealth’s United Parcel Service UPS Stock Holding History

1776 Wealth’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 Q2	$296K	Hold	2,753	–	–	0.1%	127
2026 Q1	$271K	Hold	2,753	–	–	0.11%	126
2025 Q4	$273K	Hold	2,753	–	–	0.1%	118
2025 Q3	$230K	Hold	2,753	–	–	0.09%	134
2025 Q2	$278K	Sell	2,753 -50	-2%	-$4.92K	0.11%	125
2025 Q1	$308K	Hold	2,803	–	–	0.14%	112
2024 Q4	$353K	Buy	+2,803	New	+$369K	0.16%	104
2023 Q2	–	Sell	-1,088	Closed	-$211K	–	146
2023 Q1	$211K	Buy	+1,088	New	+$200K	0.13%	113
2022 Q2	–	Sell	-1,080	Closed	-$232K	–	132
2022 Q1	$232K	Hold	1,080	–	–	0.13%	112
2021 Q4	$231K	Buy	+1,080	New	+$220K	0.12%	114
2021 Q3	–	Sell	-1,080	Closed	-$225K	–	122
2021 Q2	$225K	Buy	+1,080	New	+$216K	0.13%	111
2020 Q3	–	Sell	-1,080	Closed	-$120K	–	294
2020 Q2	$120K	Hold	1,080	–	–	0.08%	133
2020 Q1	$100K	Hold	1,080	–	–	0.08%	134
2019 Q4	$126K	Buy	+1,080	New	+$128K	0.11%	128

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1776 Wealth's UPS Position: Q2 2026 in Review

1776 Wealth held its United Parcel Service (UPS) position steady in Q2 2026 at 2,753 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #127.

1776 Wealth first reported a position in UPS in Q4 2019 and has held it in 14 quarters since. The position peaked at $353K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

1776 Wealth held 2,753 shares of United Parcel Service worth $296K as of Q2 2026.
1776 Wealth left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.1% of 1776 Wealth's portfolio in Q2 2026, its #127 holding.
1776 Wealth first reported a position in United Parcel Service in Q4 2019 and has held it in 14 quarters since.
1776 Wealth's United Parcel Service position peaked at $353K in Q4 2024.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.