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Benjamin Edwards Inc’s United Parcel Service UPS Stock Holding History

Benjamin Edwards Inc’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 		$3.12M Sell
29,005
-18,533
-39% -$1.93M 0.03% 453
2026
Q1 		$4.68M Buy
47,538
+12,480
+36% +$1.34M 0.05% 354
2025
Q4 		$3.48M Sell
35,058
-4,697
-12% -$439K 0.04% 380
2025
Q3 		$3.32M Sell
39,755
-92
-0.2% -$8.33K 0.04% 387
2025
Q2 		$4.02M Sell
39,847
-139,144
-78% -$13.7M 0.05% 316
2025
Q1 		$19.7M Buy
178,991
+28,466
+19% +$3.4M 0.27% 97
2024
Q4 		$19M Buy
150,525
+3,714
+3% +$489K 0.27% 100
2024
Q3 		$20M Buy
146,811
+140,823
+2,352% +$18.5M 0.29% 100
2024
Q2 		$819K Buy
5,988
+1
+0% +$143 0.16% 152
2024
Q1 		$890K Sell
5,987
-159
-3% -$24.2K 0.18% 137
2023
Q4 		$966K Sell
6,146
-810
-12% -$122K 0.21% 134
2023
Q3 		$1.08M Buy
6,956
+362
+5% +$62.5K 0.26% 119
2023
Q2 		$1.18M Sell
6,594
-1,272
-16% -$226K 0.27% 105
2023
Q1 		$1.53M Sell
7,866
-389
-5% -$71.4K 0.37% 76
2022
Q4 		$1.44M Buy
8,255
+409
+5% +$70.8K 0.38% 80
2022
Q3 		$1.27M Sell
7,846
-105
-1% -$19.9K 0.38% 80
2022
Q2 		$1.45M Buy
7,951
+642
+9% +$117K 0.43% 66
2022
Q1 		$1.57M Buy
7,309
+5,921
+427% +$1.26M 0.46% 64
2021
Q4 		$298K Buy
+1,388
New +$282K 0.1% 207
2020
Q2 		– Sell
-1,306
Closed -$122K – 391
2020
Q1 		$122K Buy
1,306
+1,048
+406% +$109K 0.13% 132
2019
Q4 		$30K Buy
258
+50
+24% +$5.92K 0.06% 148
2019
Q3 		$25K Sell
208
-3
-1% -$343 0.05% 154
2019
Q2 		$22K Sell
211
-487
-70% -$50.7K 0.05% 163
2019
Q1 		$78K Buy
+698
New +$74K 0.37% 86

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

Benjamin Edwards Inc's UPS Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its United Parcel Service (UPS) stake by 39% in Q2 2026, selling an estimated $1.93M and leaving 29,005 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #453.

Benjamin Edwards Inc first reported a position in UPS in Q1 2019 and has held it in 24 quarters since. The position peaked at $20M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Benjamin Edwards Inc held 29,005 shares of United Parcel Service worth $3.12M as of Q2 2026.
  • Benjamin Edwards Inc sold 18,533 United Parcel Service shares in Q2 2026, an estimated $1.93M.
  • United Parcel Service made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #453 holding.
  • Benjamin Edwards Inc first reported a position in United Parcel Service in Q1 2019 and has held it in 24 quarters since.
  • Benjamin Edwards Inc's United Parcel Service position peaked at $20M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.