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Badgley Phelps Wealth Managers’s United Parcel Service UPS Stock Holding History

Badgley Phelps Wealth Managers’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 		$12.1M Sell
112,300
-116
-0.1% -$12.1K 0.21% 104
2026
Q1 		$11.1M Sell
112,416
-16,852
-13% -$1.81M 0.22% 101
2025
Q4 		$12.8M Sell
129,268
-2,251
-2% -$211K 0.23% 100
2025
Q3 		$11M Hold
131,519
– – 0.23% 100
2025
Q2 		$13.3M Sell
131,519
-32
-0% -$3.15K 0.29% 91
2025
Q1 		$14.5M Sell
131,551
-3,049
-2% -$365K 0.35% 79
2024
Q4 		$17M Sell
134,600
-201
-0.1% -$26.5K 0.4% 69
2024
Q3 		$18.4M Sell
134,801
-772
-0.6% -$101K 0.43% 71
2024
Q2 		$18.6M Sell
135,573
-1,092
-0.8% -$156K 0.46% 67
2024
Q1 		$20.3M Sell
136,665
-35,856
-21% -$5.45M 0.51% 63
2023
Q4 		$27.1M Sell
172,521
-13,121
-7% -$1.98M 0.74% 43
2023
Q3 		$28.9M Sell
185,642
-3,642
-2% -$629K 0.99% 30
2023
Q2 		$33.9M Buy
189,284
+484
+0.3% +$85.9K 1.12% 22
2023
Q1 		$36.6M Buy
188,800
+1,777
+1% +$326K 1.35% 19
2022
Q4 		$32.5M Sell
187,023
-6,706
-3% -$1.16M 1.3% 20
2022
Q3 		$31.3M Buy
193,729
+390
+0.2% +$73.8K 1.34% 17
2022
Q2 		$35.3M Sell
193,339
-64
-0% -$11.7K 1.45% 15
2022
Q1 		$41.5M Buy
193,403
+20,149
+12% +$4.28M 1.44% 14
2021
Q4 		$37.1M Sell
173,254
-1,265
-0.7% -$257K 1.21% 23
2021
Q3 		$31.8M Buy
+174,519
New +$34.4M 1.15% 23

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

Badgley Phelps Wealth Managers's UPS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its United Parcel Service (UPS) stake by 0.1% in Q2 2026, selling an estimated $12.1K and leaving 112,300 shares worth $12.1M. The position accounts for 0.21% of the portfolio, ranked #104.

Badgley Phelps Wealth Managers first reported a position in UPS in Q3 2021 and has held it in 20 quarters since. The position peaked at $41.5M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Badgley Phelps Wealth Managers held 112,300 shares of United Parcel Service worth $12.1M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 116 United Parcel Service shares in Q2 2026, an estimated $12.1K.
  • United Parcel Service made up 0.21% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #104 holding.
  • Badgley Phelps Wealth Managers first reported a position in United Parcel Service in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's United Parcel Service position peaked at $41.5M in Q1 2022.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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