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Encompass More Asset Management’s United Parcel Service UPS Stock Holding History

Encompass More Asset 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 		$298K Sell
2,772
-1,091
-28% -$113K 0.04% 222
2026
Q1 		$380K Buy
3,863
+10
+0.3% +$1.07K 0.06% 168
2025
Q4 		$382K Hold
3,853
– – 0.07% 177
2025
Q3 		$322K Sell
3,853
-6
-0.2% -$543 0.06% 169
2025
Q2 		$390K Sell
3,859
-655
-15% -$64.4K 0.09% 140
2025
Q1 		$496K Buy
4,514
+2,442
+118% +$292K 0.15% 120
2024
Q4 		$261K Buy
2,072
+32
+2% +$4.21K 0.09% 163
2024
Q3 		$278K Buy
2,040
+422
+26% +$55.4K 0.11% 143
2024
Q2 		$221K Buy
1,618
+97
+6% +$13.9K 0.16% 97
2024
Q1 		$226K Buy
+1,521
New +$231K 0.19% 87

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

Encompass More Asset Management's UPS Position: Q2 2026 in Review

Encompass More Asset Management reduced its United Parcel Service (UPS) stake by 28% in Q2 2026, selling an estimated $113K and leaving 2,772 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #222.

Encompass More Asset Management first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $496K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Encompass More Asset Management held 2,772 shares of United Parcel Service worth $298K as of Q2 2026.
  • Encompass More Asset Management sold 1,091 United Parcel Service shares in Q2 2026, an estimated $113K.
  • United Parcel Service made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #222 holding.
  • Encompass More Asset Management first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • Encompass More Asset Management's United Parcel Service position peaked at $496K in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.