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Clark Wealth Partners’s United Parcel Service UPS Stock Holding History

Clark Wealth Partners’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 		$60.9K Buy
567
+8
+1% +$832 0.03% 101
2026
Q1 		$55K Buy
559
+8
+1% +$858 0.04% 95
2025
Q4 		$54.6K Hold
551
– – 0.03% 102
2025
Q3 		$54.6K Buy
551
+444
+415% +$40.2K 0.03% 102
2025
Q2 		$10.8K Buy
107
+2
+2% +$197 0.01% 202
2025
Q1 		$11.5K Sell
105
-36
-26% -$4.3K 0.01% 186
2024
Q4 		$17.8K Buy
+141
New +$18.6K 0.01% 140

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Clark Wealth Partners's UPS Position: Q2 2026 in Review

Clark Wealth Partners increased its United Parcel Service (UPS) stake by 1.4% in Q2 2026, buying an estimated $832 and bringing the position to 567 shares worth $60.9K. The position accounts for 0.03% of the portfolio, ranked #101.

Clark Wealth Partners first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Clark Wealth Partners held 567 shares of United Parcel Service worth $60.9K as of Q2 2026.
  • Clark Wealth Partners bought 8 United Parcel Service shares in Q2 2026, an estimated $832.
  • United Parcel Service made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Clark Wealth Partners first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 2,040 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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