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Brighton Jones LLC’s United Parcel Service UPS Stock Holding History

Brighton Jones LLC’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 		$2.93M Sell
27,262
-3,853
-12% -$401K 0.05% 224
2026
Q1 		$3.06M Buy
+31,115
New +$3.34M 0.07% 200
2025
Q4 		– Sell
-16,535
Closed -$1.38M – 897
2025
Q3 		$1.38M Sell
16,535
-1,382
-8% -$125K 0.03% 308
2025
Q2 		$1.81M Buy
17,917
+4,541
+34% +$447K 0.05% 205
2025
Q1 		$1.47M Buy
13,376
+1,250
+10% +$149K 0.05% 206
2024
Q4 		$1.53M Buy
12,126
+4,723
+64% +$622K 0.04% 196
2024
Q3 		$1.01M Sell
7,403
-5,065
-41% -$665K 0.04% 215
2024
Q2 		$1.71M Buy
12,468
+995
+9% +$142K 0.06% 166
2024
Q1 		$1.71M Sell
11,473
-7,212
-39% -$1.1M 0.06% 163
2023
Q4 		$2.94M Buy
18,685
+2,073
+12% +$313K 0.12% 96
2023
Q3 		$2.59M Buy
16,612
+5,650
+52% +$975K 0.13% 93
2023
Q2 		$1.96M Sell
10,962
-131
-1% -$23.3K 0.1% 125
2023
Q1 		$2.15M Buy
11,093
+1,452
+15% +$266K 0.12% 105
2022
Q4 		$1.68M Buy
9,641
+3,507
+57% +$607K 0.1% 120
2022
Q3 		$991K Buy
6,134
+451
+8% +$85.4K 0.06% 160
2022
Q2 		$1.04M Sell
5,683
-127
-2% -$23.2K 0.06% 160
2022
Q1 		$1.25M Buy
5,810
+377
+7% +$80.1K 0.06% 152
2021
Q4 		$1.16M Buy
5,433
+559
+11% +$114K 0.06% 153
2021
Q3 		$888K Sell
4,874
-260
-5% -$51.3K 0.05% 174
2021
Q2 		$1.07M Buy
5,134
+310
+6% +$62K 0.06% 147
2021
Q1 		$820K Sell
4,824
-90
-2% -$14.6K 0.05% 170
2020
Q4 		$828K Buy
4,914
+540
+12% +$91.1K 0.05% 157
2020
Q3 		$729K Buy
4,374
+1,079
+33% +$157K 0.05% 154
2020
Q2 		$366K Buy
3,295
+202
+7% +$20.2K 0.03% 199
2020
Q1 		$289K Buy
3,093
+663
+27% +$68.7K 0.03% 216
2019
Q4 		$284K Sell
2,430
-457
-16% -$54.1K 0.03% 255
2019
Q3 		$346K Hold
2,887
– – 0.04% 210
2019
Q2 		$298K Sell
2,887
-895
-24% -$93.1K 0.03% 222
2019
Q1 		$423K Buy
+3,782
New +$401K 0.05% 184
2018
Q4 		– Sell
-1,975
Closed -$231K – 286
2018
Q3 		$231K Buy
1,975
+60
+3% +$7.06K 0.03% 241
2018
Q2 		$203K Sell
1,915
-53
-3% -$5.95K 0.03% 283
2018
Q1 		$206K Sell
1,968
-336
-15% -$38.8K 0.03% 272
2017
Q4 		$275K Buy
2,304
+592
+35% +$69.6K 0.03% 230
2017
Q3 		$206K Buy
+1,712
New +$195K 0.03% 271
2016
Q4 		– Sell
-1,861
Closed -$204K – 200
2016
Q3 		$204K Buy
+1,861
New +$203K 0.03% 219
2015
Q3 		– Sell
-2,071
Closed -$201K – 208
2015
Q2 		$201K Buy
+2,071
New +$206K 0.05% 181
2015
Q1 		– Sell
-3,298
Closed -$367K – 202
2014
Q4 		$367K Buy
3,298
+637
+24% +$67.2K 0.08% 126
2014
Q3 		$262K Buy
+2,661
New +$264K 0.06% 161
2014
Q1 		– Sell
-2,212
Closed -$225K – 203
2013
Q4 		$225K Buy
+2,212
New +$218K 0.05% 172

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

Brighton Jones LLC's UPS Position: Q2 2026 in Review

Brighton Jones LLC reduced its United Parcel Service (UPS) stake by 12% in Q2 2026, selling an estimated $401K and leaving 27,262 shares worth $2.93M. The position accounts for 0.05% of the portfolio, ranked #224.

Brighton Jones LLC first reported a position in UPS in Q4 2013 and has held it in 39 quarters since. The position peaked at $3.06M in Q1 2026. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Brighton Jones LLC held 27,262 shares of United Parcel Service worth $2.93M as of Q2 2026.
  • Brighton Jones LLC sold 3,853 United Parcel Service shares in Q2 2026, an estimated $401K.
  • United Parcel Service made up 0.05% of Brighton Jones LLC's portfolio in Q2 2026, its #224 holding.
  • Brighton Jones LLC first reported a position in United Parcel Service in Q4 2013 and has held it in 39 quarters since.
  • Brighton Jones LLC's United Parcel Service position peaked at $3.06M in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.