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Asset One Wealth Management’s United Parcel Service UPS Stock Holding History

Asset One 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 		$1.02M Sell
9,071
-31
-0.3% -$3.22K 0.11% 155
2026
Q1 		$968K Buy
+9,102
New +$976K 0.11% 155

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

Asset One Wealth Management's UPS Position: Q2 2026 in Review

Asset One Wealth Management reduced its United Parcel Service (UPS) stake by 0.34% in Q2 2026, selling an estimated $3.22K and leaving 9,071 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #155.

Asset One Wealth Management first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Asset One Wealth Management held 9,071 shares of United Parcel Service worth $1.02M as of Q2 2026.
  • Asset One Wealth Management sold 31 United Parcel Service shares in Q2 2026, an estimated $3.22K.
  • United Parcel Service made up 0.11% of Asset One Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Asset One Wealth Management first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.