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

Diversify 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 		$1.88M Buy
16,616
+468
+3% +$48.7K 0.03% 434
2026
Q1 		$1.72M Buy
16,148
+11,473
+245% +$1.23M 0.03% 421
2025
Q4 		$498K Sell
4,675
-144
-3% -$13.5K 0.02% 441
2025
Q3 		$453K Sell
4,819
-11
-0.2% -$996 0.03% 400
2025
Q2 		$422K Buy
4,830
+499
+12% +$49.1K 0.03% 398
2025
Q1 		$419K Sell
4,331
-721
-14% -$86.2K 0.03% 386
2024
Q4 		$623K Sell
5,052
-10,090
-67% -$1.33M 0.05% 310
2024
Q3 		$1.99M Buy
15,142
+1,743
+13% +$229K 0.19% 138
2024
Q2 		$1.69M Buy
+13,399
New +$1.92M 0.21% 110

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

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

Diversify Wealth Management increased its United Parcel Service (UPS) stake by 2.9% in Q2 2026, buying an estimated $48.7K and bringing the position to 16,616 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #434.

Diversify Wealth Management first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Diversify Wealth Management held 16,616 shares of United Parcel Service worth $1.88M as of Q2 2026.
  • Diversify Wealth Management bought 468 United Parcel Service shares in Q2 2026, an estimated $48.7K.
  • United Parcel Service made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Diversify Wealth Management first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's United Parcel Service position peaked at $1.99M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.