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Ashton Thomas Private Wealth’s United Parcel Service UPS Stock Holding History

Ashton Thomas 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 		$3.83M Buy
35,625
+157
+0.4% +$16.3K 0.08% 248
2026
Q1 		$3.49M Sell
35,468
-101,021
-74% -$10.8M 0.08% 251
2025
Q4 		$13.5M Sell
136,489
-5,779
-4% -$541K 0.33% 65
2025
Q3 		$11.9M Buy
142,268
+123,648
+664% +$11.2M 0.31% 75
2025
Q2 		$1.88M Sell
18,620
-3,336
-15% -$328K 0.07% 294
2025
Q1 		$2.41M Buy
21,956
+464
+2% +$55.5K 0.09% 237
2024
Q4 		$2.71M Sell
21,492
-3,407
-14% -$448K 0.11% 224
2024
Q3 		$3.39M Sell
24,899
-19,243
-44% -$2.53M 0.18% 140
2024
Q2 		$6.04M Sell
44,142
-344
-0.8% -$49.3K 0.33% 82
2024
Q1 		$6.61M Buy
44,486
+609
+1% +$92.6K 0.38% 72
2023
Q4 		$6.9M Buy
43,877
+770
+2% +$116K 0.43% 66
2023
Q3 		$6.72M Buy
43,107
+4,503
+12% +$777K 0.49% 50
2023
Q2 		$6.92M Buy
38,604
+9,320
+32% +$1.65M 0.53% 41
2023
Q1 		$5.68M Buy
29,284
+4,030
+16% +$739K 0.5% 49
2022
Q4 		$4.39M Buy
25,254
+7,964
+46% +$1.38M 0.44% 60
2022
Q3 		$2.79M Sell
17,290
-842
-5% -$159K 0.32% 89
2022
Q2 		$3.31M Sell
18,132
-3,626
-17% -$661K 0.36% 75
2022
Q1 		$4.67M Buy
21,758
+5,112
+31% +$1.09M 0.41% 69
2021
Q4 		$3.57M Buy
16,646
+4,166
+33% +$847K 0.35% 76
2021
Q3 		$2.27M Buy
12,480
+3,251
+35% +$642K 0.33% 76
2021
Q2 		$1.92M Sell
9,229
-30
-0.3% -$6K 0.29% 90
2021
Q1 		$1.57M Buy
9,259
+872
+10% +$141K 0.27% 94
2020
Q4 		$1.41M Sell
8,387
-3,370
-29% -$569K 0.27% 102
2020
Q3 		$1.96M Sell
11,757
-3,313
-22% -$482K 0.49% 51
2020
Q2 		$1.68M Buy
15,070
+513
+4% +$51.2K 0.5% 59
2020
Q1 		$1.36M Buy
14,557
+628
+5% +$65.1K 0.56% 51
2019
Q4 		$1.63M Buy
13,929
+558
+4% +$66.1K 0.54% 50
2019
Q3 		$1.6M Sell
13,371
-2,788
-17% -$319K 0.67% 38
2019
Q2 		$1.67M Buy
16,159
+2,242
+16% +$233K 0.64% 41
2019
Q1 		$1.56M Buy
+13,917
New +$1.48M 0.64% 36

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

Ashton Thomas Private Wealth's UPS Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its United Parcel Service (UPS) stake by 0.44% in Q2 2026, buying an estimated $16.3K and bringing the position to 35,625 shares worth $3.83M. The position accounts for 0.08% of the portfolio, ranked #248.

Ashton Thomas Private Wealth first reported a position in UPS in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.5M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Ashton Thomas Private Wealth held 35,625 shares of United Parcel Service worth $3.83M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 157 United Parcel Service shares in Q2 2026, an estimated $16.3K.
  • United Parcel Service made up 0.08% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #248 holding.
  • Ashton Thomas Private Wealth first reported a position in United Parcel Service in Q1 2019 and has held it in 30 quarters since.
  • Ashton Thomas Private Wealth's United Parcel Service position peaked at $13.5M in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.