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Aberdeen Wealth Management’s United Parcel Service UPS Stock Holding History

Aberdeen Wealth Management’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 		$547K Sell
5,089
-2,840
-36% -$295K 0.26% 62
2026
Q1 		$780K Sell
7,929
-32
-0.4% -$3.43K 0.36% 57
2025
Q4 		$790K Sell
7,961
-430
-5% -$40.2K 0.37% 59
2025
Q3 		$701K Buy
8,391
+5
+0.1% +$453 0.44% 66
2025
Q2 		$846K Buy
8,386
+5
+0.1% +$492 0.56% 52
2025
Q1 		$922K Buy
8,381
+4
+0% +$478 0.64% 42
2024
Q4 		$1.06M Sell
8,377
-697
-8% -$91.7K 0.72% 33
2024
Q3 		$1.24M Sell
9,074
-297
-3% -$39K 0.81% 33
2024
Q2 		$1.28M Sell
9,371
-407
-4% -$58.3K 0.87% 33
2024
Q1 		$1.45M Buy
9,778
+278
+3% +$42.3K 0.85% 29
2023
Q4 		$1.49M Sell
9,500
-297
-3% -$44.9K 1.08% 22
2023
Q3 		$1.53M Buy
9,797
+2
+0% +$345 1.15% 21
2023
Q2 		$1.76M Buy
9,795
+2
+0% +$355 1.27% 19
2023
Q1 		$1.9M Buy
9,793
+2
+0% +$367 1.42% 16
2022
Q4 		$1.7M Buy
9,791
+2
+0% +$346 1.28% 18
2022
Q3 		$1.58M Buy
9,789
+2
+0% +$379 1.39% 17
2022
Q2 		$1.79M Sell
9,787
-48
-0.5% -$8.76K 1.42% 15
2022
Q1 		$2.11M Buy
9,835
+2
+0% +$425 1.44% 15
2021
Q4 		$2.11M Buy
9,833
+1
+0% +$203 1.37% 17
2021
Q3 		$1.79M Sell
9,832
-132
-1% -$26.1K 1.73% 12
2021
Q2 		$2.07M Buy
9,964
+1
+0% +$200 1.91% 10
2021
Q1 		$1.69M Sell
9,963
-228
-2% -$36.9K 1.35% 20
2020
Q4 		$1.72M Buy
10,191
+201
+2% +$33.9K 1.29% 20
2020
Q3 		$1.67M Sell
9,990
-724
-7% -$105K 1.59% 14
2020
Q2 		$1.19M Buy
10,714
+548
+5% +$54.7K 1.28% 24
2020
Q1 		$950K Buy
10,166
+2
+0% +$207 1.16% 25
2019
Q4 		$1.19M Buy
+10,164
New +$1.2M 0.89% 28

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aberdeen Wealth Management's UPS Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its United Parcel Service (UPS) stake by 36% in Q2 2026, selling an estimated $295K and leaving 5,089 shares worth $547K. The position accounts for 0.26% of the portfolio, ranked #62.

Aberdeen Wealth Management first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.11M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Aberdeen Wealth Management held 5,089 shares of United Parcel Service worth $547K as of Q2 2026.
  • Aberdeen Wealth Management sold 2,840 United Parcel Service shares in Q2 2026, an estimated $295K.
  • United Parcel Service made up 0.26% of Aberdeen Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Aberdeen Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's United Parcel Service position peaked at $2.11M in Q1 2022.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.