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Cornerstone Wealth Group’s United Parcel Service UPS Stock Holding History

Cornerstone Wealth Group’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 		$406K Buy
3,780
+360
+11% +$37.4K 0.02% 278
2026
Q1 		$364K Buy
3,420
+686
+25% +$73.6K 0.02% 283
2025
Q4 		$271K Buy
2,734
+233
+9% +$21.8K 0.02% 296
2025
Q3 		$209K Sell
2,501
-56
-2% -$5.07K 0.01% 329
2025
Q2 		$258K Buy
2,557
+97
+4% +$9.54K 0.02% 273
2025
Q1 		$271K Sell
2,460
-249
-9% -$29.8K 0.02% 239
2024
Q4 		$342K Sell
2,709
-481
-15% -$63.3K 0.03% 199
2024
Q3 		$435K Buy
3,190
+273
+9% +$35.8K 0.04% 177
2024
Q2 		$399K Sell
2,917
-205
-7% -$29.4K 0.04% 175
2024
Q1 		$464K Buy
3,122
+635
+26% +$96.5K 0.04% 163
2023
Q4 		$391K Buy
2,487
+23
+0.9% +$3.48K 0.06% 110
2023
Q3 		$384K Sell
2,464
-183
-7% -$31.6K 0.07% 112
2023
Q2 		$474K Sell
2,647
-13,005
-83% -$2.31M 0.09% 108
2023
Q1 		$3.04M Sell
15,652
-266
-2% -$48.8K 0.54% 68
2022
Q4 		$2.77M Buy
15,918
+12,580
+377% +$2.18M 0.52% 63
2022
Q3 		$539K Buy
3,338
+1
+0% +$189 0.12% 91
2022
Q2 		$609K Sell
3,337
-11,972
-78% -$2.18M 0.13% 92
2022
Q1 		$3.28M Buy
15,309
+12,049
+370% +$2.56M 0.6% 65
2021
Q4 		$699K Sell
3,260
-134
-4% -$27.3K 0.12% 106
2021
Q3 		$618K Buy
3,394
+54
+2% +$10.7K 0.11% 109
2021
Q2 		$706K Buy
3,340
+71
+2% +$14.2K 0.14% 99
2021
Q1 		$584K Buy
3,269
+30
+0.9% +$4.85K 0.12% 113
2020
Q4 		$545K Buy
3,239
+45
+1% +$7.59K 0.13% 110
2020
Q3 		$532K Sell
3,194
-780
-20% -$114K 0.15% 92
2020
Q2 		$442K Sell
3,974
-243
-6% -$24.3K 0.11% 91
2020
Q1 		$394K Buy
4,217
+57
+1% +$5.91K 0.14% 81
2019
Q4 		$487K Hold
4,160
– – 0.13% 106
2019
Q3 		$498K Sell
4,160
-151
-4% -$17.3K 0.12% 94
2019
Q2 		$445K Hold
4,311
– – 0.12% 119
2019
Q1 		$482K Buy
+4,311
New +$457K 0.12% 119

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

Cornerstone Wealth Group's UPS Position: Q2 2026 in Review

Cornerstone Wealth Group increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $37.4K and bringing the position to 3,780 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #278.

Cornerstone Wealth Group first reported a position in UPS in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.28M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cornerstone Wealth Group held 3,780 shares of United Parcel Service worth $406K as of Q2 2026.
  • Cornerstone Wealth Group bought 360 United Parcel Service shares in Q2 2026, an estimated $37.4K.
  • United Parcel Service made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #278 holding.
  • Cornerstone Wealth Group first reported a position in United Parcel Service in Q1 2019 and has held it in 30 quarters since.
  • Cornerstone Wealth Group's United Parcel Service position peaked at $3.28M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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