Envestnet Portfolio Solutions
UPS icon

Envestnet Portfolio Solutions’s United Parcel Service UPS Stock Holding History

Envestnet Portfolio Solutions’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 		$5.88M Buy
54,678
+6,623
+14% +$688K 0.03% 302
2026
Q1 		$4.73M Sell
48,055
-2,730
-5% -$293K 0.03% 305
2025
Q4 		$5.04M Buy
50,785
+17,276
+52% +$1.62M 0.02% 360
2025
Q3 		$2.8M Sell
33,509
-34,022
-50% -$3.08M 0.01% 458
2025
Q2 		$6.82M Buy
67,531
+20,704
+44% +$2.04M 0.03% 290
2025
Q1 		$5.15M Sell
46,827
-4,524
-9% -$541K 0.02% 358
2024
Q4 		$6.48M Sell
51,351
-464
-0.9% -$61.1K 0.02% 345
2024
Q3 		$7.06M Sell
51,815
-1,351
-3% -$177K 0.02% 318
2024
Q2 		$7.28M Sell
53,166
-6,401
-11% -$916K 0.03% 288
2024
Q1 		$8.85M Buy
59,567
+6,502
+12% +$988K 0.03% 255
2023
Q4 		$8.34M Sell
53,065
-2,735
-5% -$414K 0.03% 231
2023
Q3 		$8.7M Buy
+55,800
New +$9.63M 0.04% 206

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

Envestnet Portfolio Solutions's UPS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $688K and bringing the position to 54,678 shares worth $5.88M. The position accounts for 0.03% of the portfolio, ranked #302.

Envestnet Portfolio Solutions first reported a position in UPS in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.85M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Envestnet Portfolio Solutions held 54,678 shares of United Parcel Service worth $5.88M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6,623 United Parcel Service shares in Q2 2026, an estimated $688K.
  • United Parcel Service made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #302 holding.
  • Envestnet Portfolio Solutions first reported a position in United Parcel Service in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's United Parcel Service position peaked at $8.85M in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.