AWM
UPS icon

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

Angeles 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 		$299K Buy
2,781
+456
+20% +$47.4K 0.01% 390
2026
Q1 		$229K Buy
2,325
+228
+11% +$24.5K 0.01% 375
2025
Q4 		$208K Buy
+2,097
New +$196K 0.01% 359
2025
Q3 		– Sell
-2,670
Closed -$270K – 447
2025
Q2 		$270K Sell
2,670
-1,031
-28% -$101K 0.02% 280
2025
Q1 		$407K Sell
3,701
-912
-20% -$109K 0.03% 161
2024
Q4 		$582K Buy
4,613
+1,829
+66% +$241K 0.05% 131
2024
Q3 		$380K Sell
2,784
-236
-8% -$31K 0.03% 163
2024
Q2 		$413K Buy
3,020
+832
+38% +$119K 0.04% 141
2024
Q1 		$325K Buy
+2,188
New +$333K 0.03% 163
2023
Q3 		– Sell
-1,196
Closed -$214K – 240
2023
Q2 		$214K Sell
1,196
-104
-8% -$18.5K 0.03% 171
2023
Q1 		$252K Buy
1,300
+9
+0.7% +$1.65K 0.04% 149
2022
Q4 		$224K Sell
1,291
-61
-5% -$10.6K 0.04% 158
2022
Q3 		$218K Buy
1,352
+26
+2% +$4.92K 0.04% 146
2022
Q2 		$242K Sell
1,326
-6
-0.5% -$1.09K 0.05% 146
2022
Q1 		$286K Buy
+1,332
New +$283K 0.05% 136

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

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

Angeles Wealth Management increased its United Parcel Service (UPS) stake by 20% in Q2 2026, buying an estimated $47.4K and bringing the position to 2,781 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #390.

Angeles Wealth Management first reported a position in UPS in Q1 2022 and has held it in 15 quarters since. The position peaked at $582K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Angeles Wealth Management held 2,781 shares of United Parcel Service worth $299K as of Q2 2026.
  • Angeles Wealth Management bought 456 United Parcel Service shares in Q2 2026, an estimated $47.4K.
  • United Parcel Service made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #390 holding.
  • Angeles Wealth Management first reported a position in United Parcel Service in Q1 2022 and has held it in 15 quarters since.
  • Angeles Wealth Management's United Parcel Service position peaked at $582K in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.