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

DiNuzzo 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	$206K	Buy	1,915 +14	+0.7%	+$1.46K	0.02%	79
2026 Q1	$187K	Buy	1,901 +4	+0.2%	+$429	0.02%	82
2025 Q4	$188K	Buy	1,897 +11	+0.6%	+$1.03K	0.02%	82
2025 Q3	$165K	Sell	1,886 -6	-0.3%	-$543	0.02%	83
2025 Q2	$191K	Buy	1,892 +61	+3%	+$6K	0.02%	78
2025 Q1	$201K	Buy	1,831 +3	+0.2%	+$359	0.03%	71
2024 Q4	$231K	Buy	1,828 +11	+0.6%	+$1.45K	0.03%	69
2024 Q3	$248K	Buy	1,817 +1,768	+3,608%	+$232K	0.03%	67
2024 Q2	$6.71K	Buy	49 +4	+9%	+$573	﹤0.01%	248
2024 Q1	$6.69K	Buy	45 +4	+10%	+$608	﹤0.01%	220
2023 Q4	$6.45K	Buy	+41	New	+$6.2K	﹤0.01%	213

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

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

DiNuzzo Private Wealth increased its United Parcel Service (UPS) stake by 0.74% in Q2 2026, buying an estimated $1.46K and bringing the position to 1,915 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #79.

DiNuzzo Private Wealth first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $248K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

DiNuzzo Private Wealth held 1,915 shares of United Parcel Service worth $206K as of Q2 2026.
DiNuzzo Private Wealth bought 14 United Parcel Service shares in Q2 2026, an estimated $1.46K.
United Parcel Service made up 0.02% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #79 holding.
DiNuzzo Private Wealth first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's United Parcel Service position peaked at $248K in Q3 2024.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.