AWM
UPS icon

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

Atticus 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 		$333K Sell
3,102
-134
-4% -$13.9K 0.08% 149
2026
Q1 		$318K Sell
3,236
-462
-12% -$49.5K 0.09% 138
2025
Q4 		$367K Sell
3,698
-931
-20% -$87.1K 0.09% 137
2025
Q3 		$387K Buy
4,629
+3,115
+206% +$282K 0.1% 136
2025
Q2 		$153K Buy
1,514
+1,361
+890% +$134K 0.04% 194
2025
Q1 		$16.8K Sell
153
-349
-70% -$41.7K 0.01% 337
2024
Q4 		$63.3K Buy
502
+50
+11% +$6.58K 0.02% 220
2024
Q3 		$61.6K Sell
452
-3
-0.7% -$394 0.02% 227
2024
Q2 		$62.3K Sell
455
-81
-15% -$11.6K 0.02% 216
2024
Q1 		$79.6K Buy
536
+1
+0.2% +$152 0.03% 194
2023
Q4 		$84.2K Buy
535
+10
+2% +$1.51K 0.03% 188
2023
Q3 		$81.8K Buy
525
+71
+16% +$12.3K 0.03% 191
2023
Q2 		$81.4K Sell
454
-43
-9% -$7.63K 0.03% 200
2023
Q1 		$96.4K Sell
497
-384
-44% -$70.4K 0.04% 175
2022
Q4 		$153K Sell
881
-63
-7% -$10.9K 0.06% 142
2022
Q3 		$172K Hold
944
– – 0.08% 122
2022
Q2 		$172K Buy
944
+3
+0.3% +$547 0.07% 138
2022
Q1 		$202K Buy
941
+151
+19% +$32.1K 0.07% 143
2021
Q4 		$169K Buy
790
+405
+105% +$82.4K 0.07% 135
2021
Q3 		$70K Sell
385
-535
-58% -$106K 0.03% 201
2021
Q2 		$191K Buy
920
+9
+1% +$1.8K 0.08% 118
2021
Q1 		$155K Buy
911
+98
+12% +$15.9K 0.07% 123
2020
Q4 		$137K Buy
813
+135
+20% +$22.8K 0.07% 135
2020
Q3 		$113K Buy
678
+577
+571% +$84K 0.07% 127
2020
Q2 		$11K Buy
+101
New +$10.1K 0.01% 246

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

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

Atticus Wealth Management reduced its United Parcel Service (UPS) stake by 4.1% in Q2 2026, selling an estimated $13.9K and leaving 3,102 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #149.

Atticus Wealth Management first reported a position in UPS in Q2 2020 and has held it in 25 quarters since. The position peaked at $387K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Atticus Wealth Management held 3,102 shares of United Parcel Service worth $333K as of Q2 2026.
  • Atticus Wealth Management sold 134 United Parcel Service shares in Q2 2026, an estimated $13.9K.
  • United Parcel Service made up 0.08% of Atticus Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Atticus Wealth Management first reported a position in United Parcel Service in Q2 2020 and has held it in 25 quarters since.
  • Atticus Wealth Management's United Parcel Service position peaked at $387K in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.