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Baltimore-Washington Financial Advisors’s United Parcel Service UPS Stock Holding History

Baltimore-Washington Financial Advisors’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 		$867K Sell
8,065
-899
-10% -$93.5K 0.03% 102
2026
Q1 		$882K Buy
+8,964
New +$961K 0.04% 94
2025
Q3 		– Sell
-2,039
Closed -$206K – 187
2025
Q2 		$206K Sell
2,039
-29
-1% -$2.85K 0.01% 167
2025
Q1 		$227K Hold
2,068
– – 0.01% 143
2024
Q4 		$261K Hold
2,068
– – 0.01% 130
2024
Q3 		$282K Sell
2,068
-393
-16% -$51.6K 0.02% 125
2024
Q2 		$337K Buy
+2,461
New +$352K 0.02% 115

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

Baltimore-Washington Financial Advisors's UPS Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its United Parcel Service (UPS) stake by 10% in Q2 2026, selling an estimated $93.5K and leaving 8,065 shares worth $867K. The position accounts for 0.03% of the portfolio, ranked #102.

Baltimore-Washington Financial Advisors first reported a position in UPS in Q2 2024 and has held it in 7 quarters since. The position peaked at $882K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 8,065 shares of United Parcel Service worth $867K as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 899 United Parcel Service shares in Q2 2026, an estimated $93.5K.
  • United Parcel Service made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • Baltimore-Washington Financial Advisors first reported a position in United Parcel Service in Q2 2024 and has held it in 7 quarters since.
  • Baltimore-Washington Financial Advisors's United Parcel Service position peaked at $882K in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.