Benchmark Financial Wealth Advisors’s United Parcel Service UPS Stock Holding History

Benchmark Financial Wealth 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	$223K	Buy	+2,073	New	+$215K	0.06%	135

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benchmark Financial Wealth Advisors's UPS Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 2,073 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #135 among its holdings.

2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Benchmark Financial Wealth Advisors held 2,073 shares of United Parcel Service worth $223K as of Q2 2026.
United Parcel Service was a new Benchmark Financial Wealth Advisors position in Q2 2026.
United Parcel Service made up 0.06% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #135 holding.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.