EWA
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EverSource Wealth Advisors’s United Parcel Service UPS Stock Holding History

EverSource Wealth Advisors’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 		$1.47M Sell
13,637
-2,754
-17% -$286K 0.05% 272
2026
Q1 		$1.61M Buy
16,391
+924
+6% +$99.1K 0.05% 259
2025
Q4 		$1.53M Buy
15,467
+3,772
+32% +$353K 0.06% 242
2025
Q3 		$977K Buy
11,695
+4,990
+74% +$452K 0.04% 317
2025
Q2 		$677K Buy
6,705
+2,521
+60% +$248K 0.03% 370
2025
Q1 		$460K Buy
4,184
+299
+8% +$35.8K 0.03% 400
2024
Q4 		$490K Buy
3,885
+378
+11% +$49.7K 0.03% 374
2024
Q3 		$478K Sell
3,507
-391
-10% -$51.3K 0.03% 337
2024
Q2 		$508K Sell
3,898
-90
-2% -$12.9K 0.03% 311
2024
Q1 		$588K Buy
3,988
+8
+0.2% +$1.22K 0.05% 243
2023
Q4 		$626K Buy
3,980
+141
+4% +$21.3K 0.06% 222
2023
Q3 		$598K Sell
3,839
-309
-7% -$53.3K 0.06% 208
2023
Q2 		$744K Sell
4,148
-626
-13% -$111K 0.08% 193
2023
Q1 		$926K Sell
4,774
-61
-1% -$11.2K 0.12% 150
2022
Q4 		$841K Sell
4,835
-3,882
-45% -$672K 0.13% 136
2022
Q3 		$1.41M Buy
8,717
+4,218
+94% +$799K 0.32% 59
2022
Q2 		$822K Buy
4,499
+427
+10% +$77.9K 0.21% 88
2022
Q1 		$873K Buy
4,072
+536
+15% +$114K 0.22% 85
2021
Q4 		$758K Buy
+3,536
New +$719K 0.21% 76

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

EverSource Wealth Advisors's UPS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $286K and leaving 13,637 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #272.

EverSource Wealth Advisors first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • EverSource Wealth Advisors held 13,637 shares of United Parcel Service worth $1.47M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,754 United Parcel Service shares in Q2 2026, an estimated $286K.
  • United Parcel Service made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • EverSource Wealth Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's United Parcel Service position peaked at $1.61M in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.