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BOK Financial Private Wealth’s United Parcel Service UPS Stock Holding History

BOK Financial Private 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 		$3.44K Buy
+32
New +$3.33K ﹤0.01% 547
2025
Q2 		– Sell
-31
Closed -$3.41K – 498
2025
Q1 		$3.41K Buy
31
+12
+63% +$1.44K ﹤0.01% 446
2024
Q4 		$2.4K Sell
19
-145
-88% -$19.1K ﹤0.01% 433
2024
Q3 		$22.4K Buy
164
+81
+98% +$10.6K ﹤0.01% 335
2024
Q2 		$11.4K Hold
83
– – ﹤0.01% 368
2024
Q1 		$12.3K Buy
+83
New +$12.6K ﹤0.01% 352
2023
Q2 		– Sell
-63
Closed -$12.2K – 458
2023
Q1 		$12.2K Sell
63
-52
-45% -$9.54K ﹤0.01% 337
2022
Q4 		$20K Buy
115
+52
+83% +$9K ﹤0.01% 297
2022
Q3 		$10K Hold
63
– – ﹤0.01% 330
2022
Q2 		$12K Sell
63
-3,986
-98% -$727K ﹤0.01% 333
2022
Q1 		$868K Buy
4,049
+1,078
+36% +$229K 0.06% 138
2021
Q4 		$637K Buy
2,971
+451
+18% +$91.7K 0.04% 150
2021
Q3 		$459K Buy
2,520
+204
+9% +$40.3K 0.04% 155
2021
Q2 		$482K Buy
2,316
+641
+38% +$128K 0.04% 142
2021
Q1 		$285K Buy
1,675
+183
+12% +$29.6K 0.03% 159
2020
Q4 		$251K Buy
1,492
+280
+23% +$47.3K 0.02% 160
2020
Q3 		$202K Buy
+1,212
New +$176K 0.02% 161

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

BOK Financial Private Wealth's UPS Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in United Parcel Service (UPS) in Q2 2026: 32 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in UPS as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in UPS in Q3 2020 and has held it in 17 quarters since. The position peaked at $868K in Q1 2022. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • BOK Financial Private Wealth held 32 shares of United Parcel Service worth $3.44K as of Q2 2026.
  • United Parcel Service was a new BOK Financial Private Wealth position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #547 holding.
  • BOK Financial Private Wealth first reported a position in United Parcel Service in Q3 2020 and has held it in 17 quarters since.
  • BOK Financial Private Wealth's United Parcel Service position peaked at $868K in Q1 2022.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.