Balance Wealth
UPS icon

Balance Wealth’s United Parcel Service UPS Stock Holding History

Balance 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
Q3 		$2.58K Buy
+28
New +$2.94K ﹤0.01% 736

Other funds holding UPS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Balance Wealth's UPS Position: Q3 2026 in Review

Balance Wealth opened a new position in United Parcel Service (UPS) in Q3 2026: 28 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings.

1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Balance Wealth held 28 shares of United Parcel Service worth $2.58K as of Q3 2026.
  • United Parcel Service was a new Balance Wealth position in Q3 2026.
  • United Parcel Service made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #736 holding.
  • 1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.