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BIP Wealth’s United Parcel Service UPS Stock Holding History

BIP 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
Q2 		$1.83M Buy
17,030
+148
+0.9% +$15.4K 0.05% 190
2026
Q1 		$1.66M Sell
16,882
-434
-3% -$46.5K 0.07% 148
2025
Q4 		$1.72M Buy
17,316
+14,264
+467% +$1.33M 0.06% 156
2025
Q3 		$255K Buy
3,052
+268
+10% +$24.3K 0.01% 259
2025
Q2 		$281K Hold
2,784
– – 0.02% 221
2025
Q1 		$306K Sell
2,784
-116
-4% -$13.9K 0.02% 206
2024
Q4 		$366K Buy
+2,900
New +$382K 0.02% 183

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

BIP Wealth's UPS Position: Q2 2026 in Review

BIP Wealth increased its United Parcel Service (UPS) stake by 0.88% in Q2 2026, buying an estimated $15.4K and bringing the position to 17,030 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #190.

BIP Wealth first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • BIP Wealth held 17,030 shares of United Parcel Service worth $1.83M as of Q2 2026.
  • BIP Wealth bought 148 United Parcel Service shares in Q2 2026, an estimated $15.4K.
  • United Parcel Service made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #190 holding.
  • BIP Wealth first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.