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Abundance Wealth Counselors’s United Parcel Service UPS Stock Holding History

Abundance Wealth Counselors’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 		$2.27M Buy
21,117
+9,238
+78% +$960K 0.15% 100
2026
Q1 		$1.17M Buy
11,879
+1,784
+18% +$191K 0.17% 88
2025
Q4 		$1M Buy
10,095
+411
+4% +$38.4K 0.17% 94
2025
Q3 		$809K Buy
9,684
+707
+8% +$64K 0.14% 104
2025
Q2 		$906K Buy
8,977
+701
+8% +$69K 0.17% 97
2025
Q1 		$910K Buy
8,276
+2,376
+40% +$284K 0.19% 90
2024
Q4 		$744K Sell
5,900
-829
-12% -$109K 0.16% 99
2024
Q3 		$917K Buy
+6,729
New +$883K 0.19% 88

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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's UPS Position: Q2 2026 in Review

Abundance Wealth Counselors increased its United Parcel Service (UPS) stake by 78% in Q2 2026, buying an estimated $960K and bringing the position to 21,117 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #100.

Abundance Wealth Counselors first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Abundance Wealth Counselors held 21,117 shares of United Parcel Service worth $2.27M as of Q2 2026.
  • Abundance Wealth Counselors bought 9,238 United Parcel Service shares in Q2 2026, an estimated $960K.
  • United Parcel Service made up 0.15% of Abundance Wealth Counselors's portfolio in Q2 2026, its #100 holding.
  • Abundance Wealth Counselors first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.