AWE
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Avidian Wealth Enterprises’s United Parcel Service UPS Stock Holding History

Avidian Wealth Enterprises’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 		$2.83M Buy
26,367
+2,592
+11% +$269K 0.08% 159
2026
Q1 		$2.34M Buy
23,775
+10,726
+82% +$1.15M 0.07% 172
2025
Q4 		$1.29M Buy
13,049
+16
+0.1% +$1.5K 0.05% 189
2025
Q3 		$1.09M Sell
13,033
-152
-1% -$13.8K 0.04% 208
2025
Q2 		$1.33M Sell
13,185
-730
-5% -$71.8K 0.05% 170
2025
Q1 		$1.53M Sell
13,915
-526
-4% -$62.9K 0.07% 151
2024
Q4 		$1.82M Sell
14,441
-530
-4% -$69.8K 0.08% 130
2024
Q3 		$2.04M Sell
14,971
-7,810
-34% -$1.03M 0.09% 114
2024
Q2 		$3.12M Buy
22,781
+869
+4% +$124K 0.13% 91
2024
Q1 		$3.26M Buy
21,912
+579
+3% +$88K 0.16% 79
2023
Q4 		$3.35M Buy
21,333
+45
+0.2% +$6.8K 0.21% 78
2023
Q3 		$3.32M Sell
21,288
-626
-3% -$108K 0.23% 77
2023
Q2 		$3.93M Buy
21,914
+9,127
+71% +$1.62M 0.26% 79
2023
Q1 		$2.48M Buy
12,787
+51
+0.4% +$9.36K 0.14% 125
2022
Q4 		$2.21M Sell
12,736
-110
-0.9% -$19K 0.14% 119
2022
Q3 		$2.08M Sell
12,846
-101
-0.8% -$19.1K 0.15% 95
2022
Q2 		$2.36M Sell
12,947
-1,641
-11% -$299K 0.17% 97
2022
Q1 		$3.13M Buy
14,588
+1,117
+8% +$237K 0.19% 90
2021
Q4 		$2.89M Buy
13,471
+1,766
+15% +$359K 0.18% 99
2021
Q3 		$2.13M Buy
11,705
+9,035
+338% +$1.78M 0.16% 91
2021
Q2 		$555K Buy
2,670
+500
+23% +$100K 0.04% 200
2021
Q1 		$369K Buy
2,170
+262
+14% +$42.4K 0.03% 250
2020
Q4 		$321K Buy
1,908
+321
+20% +$54.2K 0.03% 249
2020
Q3 		$264K Buy
+1,587
New +$231K 0.03% 232

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

Avidian Wealth Enterprises's UPS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $269K and bringing the position to 26,367 shares worth $2.83M. The position accounts for 0.08% of the portfolio, ranked #159.

Avidian Wealth Enterprises first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.93M in Q2 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Avidian Wealth Enterprises held 26,367 shares of United Parcel Service worth $2.83M as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,592 United Parcel Service shares in Q2 2026, an estimated $269K.
  • United Parcel Service made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #159 holding.
  • Avidian Wealth Enterprises first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's United Parcel Service position peaked at $3.93M in Q2 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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