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Balboa Wealth Partners’s United Parcel Service UPS Stock Holding History

Balboa Wealth Partners’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 		$815K Sell
7,582
-175
-2% -$18.2K 0.11% 154
2026
Q1 		$763K Buy
7,757
+887
+13% +$95.1K 0.13% 137
2025
Q4 		$681K Buy
6,870
+53
+0.8% +$4.96K 0.11% 148
2025
Q3 		$569K Sell
6,817
-896
-12% -$81.2K 0.1% 170
2025
Q2 		$779K Buy
7,713
+737
+11% +$72.5K 0.16% 112
2025
Q1 		$767K Sell
6,976
-169
-2% -$20.2K 0.19% 96
2024
Q4 		$901K Buy
7,145
+214
+3% +$28.2K 0.21% 87
2024
Q3 		$945K Buy
6,931
+5,390
+350% +$708K 0.24% 82
2024
Q2 		$211K Buy
1,541
+6
+0.4% +$859 0.06% 250
2024
Q1 		$228K Buy
1,535
+48
+3% +$7.3K 0.07% 203
2023
Q4 		$234K Sell
1,487
-674
-31% -$102K 0.08% 194
2023
Q3 		$337K Sell
2,161
-57
-3% -$9.84K 0.13% 137
2023
Q2 		$398K Sell
2,218
-50
-2% -$8.88K 0.14% 132
2023
Q1 		$440K Sell
2,268
-19
-0.8% -$3.48K 0.17% 122
2022
Q4 		$397K Sell
2,287
-61
-3% -$10.6K 0.18% 124
2022
Q3 		$379K Buy
+2,348
New +$445K 0.17% 111

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

Balboa Wealth Partners's UPS Position: Q2 2026 in Review

Balboa Wealth Partners reduced its United Parcel Service (UPS) stake by 2.3% in Q2 2026, selling an estimated $18.2K and leaving 7,582 shares worth $815K. The position accounts for 0.11% of the portfolio, ranked #154.

Balboa Wealth Partners first reported a position in UPS in Q3 2022 and has held it in 16 quarters since. The position peaked at $945K in Q3 2024. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Balboa Wealth Partners held 7,582 shares of United Parcel Service worth $815K as of Q2 2026.
  • Balboa Wealth Partners sold 175 United Parcel Service shares in Q2 2026, an estimated $18.2K.
  • United Parcel Service made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Balboa Wealth Partners first reported a position in United Parcel Service in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's United Parcel Service position peaked at $945K in Q3 2024.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.