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

Concord 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 		$127K Buy
+1,184
New +$123K 0.01% 266
2026
Q1 		– Sell
-1,160
Closed -$115K – 744
2025
Q4 		$115K Sell
1,160
-11
-0.9% -$1.03K 0.01% 244
2025
Q3 		$97.8K Sell
1,171
-388
-25% -$35.1K 0.01% 259
2025
Q2 		$157K Buy
1,559
+521
+50% +$51.3K 0.02% 224
2025
Q1 		$114K Sell
1,038
-436
-30% -$52.1K 0.02% 231
2024
Q4 		$186K Sell
1,474
-5,508
-79% -$725K 0.03% 202
2024
Q3 		$952K Sell
6,982
-6,461
-48% -$848K 0.16% 97
2024
Q2 		$1.84M Buy
13,443
+254
+2% +$36.4K 0.32% 68
2024
Q1 		$1.96M Buy
13,189
+3,688
+39% +$561K 0.35% 69
2023
Q4 		$1.49M Buy
9,501
+638
+7% +$96.5K 0.3% 71
2023
Q3 		$1.38M Buy
8,863
+3,132
+55% +$541K 0.29% 60
2023
Q2 		$1.03M Buy
5,731
+1,437
+33% +$255K 0.22% 69
2023
Q1 		$833K Buy
4,294
+1,048
+32% +$192K 0.24% 59
2022
Q4 		$564K Sell
3,246
-490
-13% -$84.8K 0.17% 80
2022
Q3 		$604K Sell
3,736
-8
-0.2% -$1.51K 0.19% 75
2022
Q2 		$683K Sell
3,744
-143
-4% -$26.1K 0.19% 75
2022
Q1 		$834K Buy
3,887
+92
+2% +$19.5K 0.22% 63
2021
Q4 		$813K Buy
3,795
+2,137
+129% +$435K 0.2% 59
2021
Q3 		$302K Sell
1,658
-1,115
-40% -$220K 0.12% 61
2021
Q2 		$577K Sell
2,773
-257
-8% -$51.4K 0.17% 58
2021
Q1 		$515K Buy
3,030
+1,518
+100% +$246K 0.17% 56
2020
Q4 		$255K Buy
+1,512
New +$255K 0.2% 59

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
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

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

Concord Wealth Partners opened a new position in United Parcel Service (UPS) in Q2 2026: 1,184 shares worth $127K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in UPS as recently as Q4 2025.

Concord Wealth Partners first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.96M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Concord Wealth Partners held 1,184 shares of United Parcel Service worth $127K as of Q2 2026.
  • United Parcel Service was a new Concord Wealth Partners position in Q2 2026.
  • United Parcel Service made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • Concord Wealth Partners first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's United Parcel Service position peaked at $1.96M in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.