AWMM
UPS icon

Aegis Wealth Management (Maryland)’s United Parcel Service UPS Stock Holding History

Aegis Wealth Management (Maryland)’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 		$316K Sell
2,944
-19
-0.6% -$1.98K 0.15% 121
2026
Q1 		$292K Buy
2,963
+128
+5% +$13.7K 0.17% 98
2025
Q4 		$281K Sell
2,835
-93
-3% -$8.7K 0.16% 102
2025
Q3 		$245K Buy
2,928
+142
+5% +$12.9K 0.13% 111
2025
Q2 		$306K Hold
2,786
– – 0.18% 88
2025
Q1 		$306K Sell
2,786
-2
-0.1% -$239 0.18% 92
2024
Q4 		$352K Buy
+2,788
New +$367K 0.24% 66

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

Aegis Wealth Management (Maryland)'s UPS Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its United Parcel Service (UPS) stake by 0.64% in Q2 2026, selling an estimated $1.98K and leaving 2,944 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #121.

Aegis Wealth Management (Maryland) first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 2,944 shares of United Parcel Service worth $316K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 19 United Parcel Service shares in Q2 2026, an estimated $1.98K.
  • United Parcel Service made up 0.15% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #121 holding.
  • Aegis Wealth Management (Maryland) first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s United Parcel Service position peaked at $352K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.