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Avion Wealth’s United Parcel Service UPS Stock Holding History

Avion 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 		$55K Buy
518
+49
+10% +$5.09K 0.01% 235
2026
Q1 		$46K Hold
469
– – 0.01% 217
2025
Q4 		$46K Buy
469
+35
+8% +$3.27K 0.01% 216
2025
Q3 		$36K Buy
434
+321
+284% +$29.1K 0.01% 256
2025
Q2 		$11K Sell
113
-338
-75% -$33.3K ﹤0.01% 454
2025
Q1 		$56K Hold
451
– – 0.01% 184
2024
Q4 		$56K Buy
451
+415
+1,153% +$54.6K 0.01% 184
2024
Q3 		$4K Buy
36
+12
+50% +$1.58K ﹤0.01% 585
2024
Q2 		$3K Sell
24
-163
-87% -$23.3K ﹤0.01% 581
2024
Q1 		$28K Buy
187
+119
+175% +$18.1K 0.01% 199
2023
Q4 		$11K Buy
68
+24
+55% +$3.63K ﹤0.01% 272
2023
Q3 		$5K Buy
44
+20
+83% +$3.45K ﹤0.01% 374
2023
Q2 		$4K Buy
24
+17
+243% +$3.02K ﹤0.01% 400
2023
Q1 		$1K Hold
7
– – ﹤0.01% 491
2022
Q4 		$1K Hold
7
– – ﹤0.01% 446
2022
Q3 		$1K Hold
7
– – ﹤0.01% 492
2022
Q2 		$1K Buy
+7
New +$1.28K ﹤0.01% 493
2021
Q1 		– Sell
-98
Closed -$17K – 388
2020
Q4 		$17K Hold
98
– – 0.01% 191
2020
Q3 		$16K Buy
98
+1
+1% +$146 0.01% 155
2020
Q2 		$11K Hold
97
– – ﹤0.01% 159
2020
Q1 		$9K Buy
+97
New +$10.1K ﹤0.01% 163

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 $3.38T AUM 44.17% 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

Avion Wealth's UPS Position: Q2 2026 in Review

Avion Wealth increased its United Parcel Service (UPS) stake by 10% in Q2 2026, buying an estimated $5.09K and bringing the position to 518 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #235.

Avion Wealth first reported a position in UPS in Q1 2020 and has held it in 21 quarters since. The position peaked at $56K in Q1 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Avion Wealth held 518 shares of United Parcel Service worth $55K as of Q2 2026.
  • Avion Wealth bought 49 United Parcel Service shares in Q2 2026, an estimated $5.09K.
  • United Parcel Service made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #235 holding.
  • Avion Wealth first reported a position in United Parcel Service in Q1 2020 and has held it in 21 quarters since.
  • Avion Wealth's United Parcel Service position peaked at $56K in Q1 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.