AWA
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ARQ Wealth Advisors’s United Parcel Service UPS Stock Holding History

ARQ Wealth Advisors’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 		$1.84M Sell
15,856
-3,256
-17% -$338K 0.23% 101
2026
Q1 		$1.88M Buy
19,112
+11,967
+167% +$1.28M 0.34% 78
2025
Q4 		$709K Buy
7,145
+73
+1% +$6.83K 0.19% 73
2025
Q3 		$591K Buy
+7,072
New +$641K 0.17% 81

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

ARQ Wealth Advisors's UPS Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $338K and leaving 15,856 shares worth $1.84M. The position accounts for 0.23% of the portfolio, ranked #101.

ARQ Wealth Advisors first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.88M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • ARQ Wealth Advisors held 15,856 shares of United Parcel Service worth $1.84M as of Q2 2026.
  • ARQ Wealth Advisors sold 3,256 United Parcel Service shares in Q2 2026, an estimated $338K.
  • United Parcel Service made up 0.23% of ARQ Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • ARQ Wealth Advisors first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • ARQ Wealth Advisors's United Parcel Service position peaked at $1.88M in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.