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

Destination 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	$2.76M	Sell	25,651 -2,685	-9%	-$279K	0.06%	117
2026 Q1	$2.79M	Buy	28,336 +789	+3%	+$84.6K	0.07%	114
2025 Q4	$2.73M	Buy	27,547 +20,424	+287%	+$1.91M	0.07%	112
2025 Q3	$595K	Buy	7,123 +307	+5%	+$27.8K	0.02%	165
2025 Q2	$688K	Buy	+6,816	New	+$671K	0.02%	149
2019 Q3	–	Sell	-141	Closed	-$15K	–	482
2019 Q2	$15K	Sell	141 -266	-65%	-$27.7K	﹤0.01%	411
2019 Q1	$45K	Buy	+407	New	+$43.2K	﹤0.01%	276
2018 Q4	–	Sell	-70	Closed	-$8K	–	699
2018 Q3	$8K	Buy	+70	New	+$8.24K	﹤0.01%	479
2015 Q3	–	Sell	-2,435	Closed	-$236K	–	217
2015 Q2	$236K	Buy	+2,435	New	+$242K	0.02%	219

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

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

Destination Wealth Management reduced its United Parcel Service (UPS) stake by 9.5% in Q2 2026, selling an estimated $279K and leaving 25,651 shares worth $2.76M. The position accounts for 0.06% of the portfolio, ranked #117.

Destination Wealth Management first reported a position in UPS in Q2 2015 and has held it in 9 quarters since. The position peaked at $2.79M in Q1 2026. 2,137 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Destination Wealth Management held 25,651 shares of United Parcel Service worth $2.76M as of Q2 2026.
Destination Wealth Management sold 2,685 United Parcel Service shares in Q2 2026, an estimated $279K.
United Parcel Service made up 0.06% of Destination Wealth Management's portfolio in Q2 2026, its #117 holding.
Destination Wealth Management first reported a position in United Parcel Service in Q2 2015 and has held it in 9 quarters since.
Destination Wealth Management's United Parcel Service position peaked at $2.79M in Q1 2026.
2,137 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.