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UPS icon

Atlantic Edge Private Wealth Management’s United Parcel Service UPS Stock Holding History

Atlantic Edge Private 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 		$10.8K Hold
100
– – ﹤0.01% 415
2026
Q1 		$9.84K Hold
100
– – ﹤0.01% 391
2025
Q4 		$9.92K Sell
100
-274
-73% -$25.6K ﹤0.01% 380
2025
Q3 		$31.2K Buy
374
+6
+2% +$543 0.01% 259
2025
Q2 		$37.1K Sell
368
-45
-11% -$4.43K 0.01% 232
2025
Q1 		$45.4K Buy
413
+5
+1% +$598 0.01% 210
2024
Q4 		$51.5K Buy
408
+308
+308% +$40.5K 0.02% 199
2024
Q3 		$13.6K Hold
100
– – ﹤0.01% 305
2024
Q2 		$13.7K Buy
100
+50
+100% +$7.16K ﹤0.01% 290
2024
Q1 		$7.43K Hold
50
– – ﹤0.01% 344
2023
Q4 		$7.86K Buy
+50
New +$7.56K ﹤0.01% 318

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

Atlantic Edge Private Wealth Management's UPS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its United Parcel Service (UPS) position steady in Q2 2026 at 100 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Atlantic Edge Private Wealth Management first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.5K in Q4 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 100 shares of United Parcel Service worth $10.8K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Atlantic Edge Private Wealth Management first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's United Parcel Service position peaked at $51.5K in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.