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BlueSky Wealth Advisors’s United Parcel Service UPS Stock Holding History

BlueSky 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 		$426K Sell
3,965
-57
-1% -$5.92K 0.05% 79
2026
Q1 		$396K Sell
4,022
-191
-5% -$20.5K 0.05% 77
2025
Q4 		$418K Sell
4,213
-150
-3% -$14K 0.06% 60
2025
Q3 		$364K Buy
+4,363
New +$395K 0.05% 63

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BlueSky Wealth Advisors's UPS Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its United Parcel Service (UPS) stake by 1.4% in Q2 2026, selling an estimated $5.92K and leaving 3,965 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #79.

BlueSky Wealth Advisors first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • BlueSky Wealth Advisors held 3,965 shares of United Parcel Service worth $426K as of Q2 2026.
  • BlueSky Wealth Advisors sold 57 United Parcel Service shares in Q2 2026, an estimated $5.92K.
  • United Parcel Service made up 0.05% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • BlueSky Wealth Advisors first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.