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Allied Private Wealth’s United Parcel Service UPS Stock Holding History

Allied Private 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 		$33.8K Buy
+307
New +$31.9K 0.02% 299

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

Allied Private Wealth's UPS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in United Parcel Service (UPS) in Q2 2026: 307 shares worth $33.8K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings.

2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Allied Private Wealth held 307 shares of United Parcel Service worth $33.8K as of Q2 2026.
  • United Parcel Service was a new Allied Private Wealth position in Q2 2026.
  • United Parcel Service made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #299 holding.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.