Collaborative Wealth Management’s United Parcel Service UPS Stock Holding History

Collaborative Wealth Management’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	$575K	Buy	5,348 +8	+0.1%	+$832	0.24%	57
2026 Q1	$525K	Sell	5,340 -1,850	-26%	-$198K	0.24%	68
2025 Q4	$713K	Buy	7,190 +1,850	+35%	+$173K	0.25%	82
2025 Q3	$446K	Buy	5,340 +1,105	+26%	+$100K	0.18%	108
2025 Q2	$427K	Sell	4,235 -71	-2%	-$6.99K	0.19%	102
2025 Q1	$474K	Hold	4,306	–	–	0.22%	91
2024 Q4	$543K	Buy	4,306 +2,100	+95%	+$276K	0.25%	86
2024 Q3	$301K	Buy	+2,206	New	+$290K	0.14%	128

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Collaborative Wealth Management's UPS Position: Q2 2026 in Review

Collaborative Wealth Management increased its United Parcel Service (UPS) stake by 0.15% in Q2 2026, buying an estimated $832 and bringing the position to 5,348 shares worth $575K. The position accounts for 0.24% of the portfolio, ranked #57.

Collaborative Wealth Management first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. The position peaked at $713K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Collaborative Wealth Management held 5,348 shares of United Parcel Service worth $575K as of Q2 2026.
Collaborative Wealth Management bought 8 United Parcel Service shares in Q2 2026, an estimated $832.
United Parcel Service made up 0.24% of Collaborative Wealth Management's portfolio in Q2 2026, its #57 holding.
Collaborative Wealth Management first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
Collaborative Wealth Management's United Parcel Service position peaked at $713K in Q4 2025.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.