Crestmont Private Wealth’s United Parcel Service UPS Stock Holding History

Crestmont Private Wealth’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	–	Sell	-3,348	Closed	-$329K	–	118
2026 Q1	$329K	Buy	+3,348	New	+$359K	0.1%	78
2025 Q4	–	Sell	-2,510	Closed	-$210K	–	104
2025 Q3	$210K	Buy	2,510 +459	+22%	+$41.6K	0.07%	88
2025 Q2	$207K	Buy	2,051 +179	+10%	+$17.6K	0.07%	78
2025 Q1	$206K	Sell	1,872 -30	-2%	-$3.59K	0.09%	71
2024 Q4	$240K	Buy	1,902 +106	+6%	+$14K	0.11%	62
2024 Q3	$245K	Buy	1,796 +60	+3%	+$7.88K	0.11%	73
2024 Q2	$238K	Buy	+1,736	New	+$249K	0.11%	69

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 $3.38T AUM 44.17% 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

Crestmont Private Wealth's UPS Position: Q2 2026 in Review

Crestmont Private Wealth sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 3,348 shares — an estimated $329K sold.

Crestmont Private Wealth first reported a position in UPS in Q2 2024 and held it in 7 quarters. The position peaked at $329K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Crestmont Private Wealth reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Crestmont Private Wealth sold 3,348 United Parcel Service shares in Q2 2026, an estimated $329K.
Crestmont Private Wealth first reported a position in United Parcel Service in Q2 2024 and held it in 7 quarters.
Crestmont Private Wealth's United Parcel Service position peaked at $329K in Q1 2026.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.