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Evexia Wealth’s United Parcel Service UPS Stock Holding History

Evexia 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 		$254K Hold
2,381
– – 0.07% 74
2026
Q1 		$243K Hold
2,381
– – 0.07% 76
2025
Q4 		$256K Buy
+2,381
New +$223K 0.07% 77
2025
Q3 		– Sell
-2,341
Closed -$232K – 82
2025
Q2 		$232K Hold
2,341
– – 0.07% 73
2025
Q1 		$233K Sell
2,341
-10
-0.4% -$1.2K 0.08% 71
2024
Q4 		$266K Buy
2,351
+228
+11% +$30K 0.09% 73
2024
Q3 		$279K Hold
2,123
– – 0.1% 62
2024
Q2 		$308K Buy
2,123
+25
+1% +$3.58K 0.12% 56
2024
Q1 		$304K Hold
2,098
– – 0.13% 52
2023
Q4 		$298K Buy
2,098
+225
+12% +$34K 0.13% 50
2023
Q3 		$275K Buy
+1,873
New +$323K 0.14% 46

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

Evexia Wealth's UPS Position: Q2 2026 in Review

Evexia Wealth held its United Parcel Service (UPS) position steady in Q2 2026 at 2,381 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #74.

Evexia Wealth first reported a position in UPS in Q3 2023 and has held it in 11 quarters since. The position peaked at $308K in Q2 2024. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Evexia Wealth held 2,381 shares of United Parcel Service worth $254K as of Q2 2026.
  • Evexia Wealth left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.07% of Evexia Wealth's portfolio in Q2 2026, its #74 holding.
  • Evexia Wealth first reported a position in United Parcel Service in Q3 2023 and has held it in 11 quarters since.
  • Evexia Wealth's United Parcel Service position peaked at $308K in Q2 2024.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.