Bogart Wealth LLC’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $86.7K | Buy |
807
+49
| +6% | +$5.09K | ﹤0.01% | 408 |
|
|
2026
Q1 | $74.6K | Buy |
758
+231
| +44% | +$24.8K | ﹤0.01% | 406 |
|
|
2025
Q4 | $52.3K | Sell |
527
-118
| -18% | -$11K | ﹤0.01% | 458 |
|
|
2025
Q3 | $53.9K | Sell |
645
-140
| -18% | -$12.7K | ﹤0.01% | 441 |
|
|
2025
Q2 | $79.2K | Buy |
785
+386
| +97% | +$38K | ﹤0.01% | 354 |
|
|
2025
Q1 | $43.8K | Sell |
399
-42
| -10% | -$5.02K | ﹤0.01% | 447 |
|
|
2024
Q4 | $55.6K | Sell |
441
-7
| -2% | -$921 | ﹤0.01% | 395 |
|
|
2024
Q3 | $61.1K | Sell |
448
-25,272
| -98% | -$3.32M | ﹤0.01% | 372 |
|
|
2024
Q2 | $3.52M | Sell |
25,720
-9,321
| -27% | -$1.33M | 0.18% | 100 |
|
|
2024
Q1 | $5.21M | Buy |
35,041
+3,235
| +10% | +$492K | 0.27% | 89 |
|
|
2023
Q4 | $5M | Sell |
31,806
-183
| -0.6% | -$27.7K | 0.28% | 85 |
|
|
2023
Q3 | $4.99M | Buy |
31,989
+4,087
| +15% | +$705K | 0.31% | 82 |
|
|
2023
Q2 | $5M | Buy |
27,902
+1,253
| +5% | +$222K | 0.32% | 80 |
|
|
2023
Q1 | $5.17M | Buy |
26,649
+3,072
| +13% | +$564K | 0.35% | 72 |
|
|
2022
Q4 | $4.1M | Buy |
23,577
+10,920
| +86% | +$1.89M | 0.29% | 80 |
|
|
2022
Q3 | $2.04M | Buy |
12,657
+12,450
| +6,014% | +$2.36M | 0.17% | 91 |
|
|
2022
Q2 | $38K | Buy |
207
+30
| +17% | +$5.47K | ﹤0.01% | 325 |
|
|
2022
Q1 | $38K | Hold |
177
| – | – | ﹤0.01% | 307 |
|
|
2021
Q4 | $38K | Hold |
177
| – | – | ﹤0.01% | 297 |
|
|
2021
Q3 | $32K | Buy |
177
+43
| +32% | +$8.49K | ﹤0.01% | 297 |
|
|
2021
Q2 | $28K | Hold |
134
| – | – | ﹤0.01% | 304 |
|
|
2021
Q1 | $23K | Buy |
134
+21
| +19% | +$3.4K | ﹤0.01% | 308 |
|
|
2020
Q4 | $19K | Hold |
113
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $18K | Sell |
113
-33
| -23% | -$4.8K | ﹤0.01% | 262 |
|
|
2020
Q2 | $16K | Hold |
146
| – | – | ﹤0.01% | 253 |
|
|
2020
Q1 | $14K | Sell |
146
-1
| -0.7% | -$104 | ﹤0.01% | 240 |
|
|
2019
Q4 | $17K | Sell |
147
-5,719
| -97% | -$677K | 0.01% | 242 |
|
|
2019
Q3 | $703K | Buy |
5,866
+203
| +4% | +$23.2K | 0.35% | 50 |
|
|
2019
Q2 | $584K | Buy |
5,663
+544
| +11% | +$56.6K | 0.35% | 59 |
|
|
2019
Q1 | $572K | Buy |
5,119
+263
| +5% | +$27.9K | 0.28% | 57 |
|
|
2018
Q4 | $473K | Sell |
4,856
-26
| -0.5% | -$2.82K | 0.24% | 51 |
|
|
2018
Q3 | $570K | Buy |
4,882
+420
| +9% | +$49.4K | 0.33% | 50 |
|
|
2018
Q2 | $474K | Buy |
4,462
+92
| +2% | +$10.3K | 0.29% | 52 |
|
|
2018
Q1 | $468K | Buy |
4,370
+564
| +15% | +$65.2K | 0.27% | 54 |
|
|
2017
Q4 | $453K | Buy |
3,806
+10
| +0.3% | +$1.18K | 0.29% | 48 |
|
|
2017
Q3 | $445K | Buy |
3,796
+7
| +0.2% | +$796 | 0.33% | 51 |
|
|
2017
Q2 | $419K | Buy |
3,789
+324
| +9% | +$34.6K | 0.27% | 52 |
|
|
2017
Q1 | $372K | Buy |
3,465
+550
| +19% | +$60.1K | 0.25% | 55 |
|
|
2016
Q4 | $334K | Buy |
+2,915
| New | +$328K | 0.23% | 55 |
|
Other funds holding UPS
Bogart Wealth LLC's UPS Position: Q2 2026 in Review
Bogart Wealth LLC increased its United Parcel Service (UPS) stake by 6.5% in Q2 2026, buying an estimated $5.09K and bringing the position to 807 shares worth $86.7K. The position accounts for ﹤0.01% of the portfolio, ranked #408.
Bogart Wealth LLC first reported a position in UPS in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.21M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Bogart Wealth LLC held 807 shares of United Parcel Service worth $86.7K as of Q2 2026.
- Bogart Wealth LLC bought 49 United Parcel Service shares in Q2 2026, an estimated $5.09K.
- United Parcel Service made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #408 holding.
- Bogart Wealth LLC first reported a position in United Parcel Service in Q4 2016 and has held it in 39 quarters since.
- Bogart Wealth LLC's United Parcel Service position peaked at $5.21M in Q1 2024.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.