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Evoke Wealth’s United Parcel Service UPS Stock Holding History

Evoke 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 		– Sell
-5,892
Closed -$580K – 607
2026
Q1 		$580K Sell
5,892
-21
-0.4% -$2.25K 0.01% 380
2025
Q4 		$586K Buy
5,913
+2,881
+95% +$269K 0.01% 358
2025
Q3 		$253K Sell
3,032
-2,648
-47% -$240K 0.01% 544
2025
Q2 		$573K Buy
5,680
+2,927
+106% +$288K 0.01% 316
2025
Q1 		$303K Buy
2,753
+354
+15% +$42.3K 0.01% 352
2024
Q4 		$303K Buy
2,399
+491
+26% +$64.6K 0.01% 338
2024
Q3 		$260K Buy
+1,908
New +$251K 0.01% 357
2024
Q2 		– Sell
-2,086
Closed -$310K – 366
2024
Q1 		$310K Buy
+2,086
New +$317K 0.01% 323
2023
Q4 		– Sell
-2,047
Closed -$319K – 331
2023
Q3 		$319K Buy
2,047
+82
+4% +$14.2K 0.01% 287
2023
Q2 		$352K Buy
1,965
+47
+2% +$8.35K 0.01% 259
2023
Q1 		$372K Sell
1,918
-64
-3% -$11.7K 0.01% 246
2022
Q4 		$344K Sell
1,982
-728
-27% -$126K 0.01% 262
2022
Q3 		$438K Buy
2,710
+51
+2% +$9.66K 0.02% 222
2022
Q2 		$485K Sell
2,659
-632
-19% -$115K 0.02% 220
2022
Q1 		$706K Sell
3,291
-207
-6% -$44K 0.02% 202
2021
Q4 		$750K Buy
3,498
+103
+3% +$20.9K 0.02% 202
2021
Q3 		$618K Sell
3,395
-14
-0.4% -$2.76K 0.02% 212
2021
Q2 		$709K Buy
3,409
+99
+3% +$19.8K 0.03% 206
2021
Q1 		$563K Buy
3,310
+1,925
+139% +$311K 0.03% 201
2020
Q4 		$233K Hold
1,385
– – 0.02% 217
2020
Q3 		$231K Buy
1,385
+55
+4% +$8.01K 0.02% 195
2020
Q2 		$148K Sell
1,330
-379
-22% -$37.8K 0.01% 226
2020
Q1 		$160K Sell
1,709
-750
-31% -$77.7K 0.02% 205
2019
Q4 		$288K Sell
2,459
-509
-17% -$60.3K 0.04% 178
2019
Q3 		$356K Buy
+2,968
New +$339K 0.04% 177

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 $3.38T AUM 44.17% 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

Evoke Wealth's UPS Position: Q2 2026 in Review

Evoke Wealth sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 5,892 shares — an estimated $580K sold.

Evoke Wealth first reported a position in UPS in Q3 2019 and held it in 25 quarters. The position peaked at $750K in Q4 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Evoke Wealth reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,892 United Parcel Service shares in Q2 2026, an estimated $580K.
  • Evoke Wealth first reported a position in United Parcel Service in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's United Parcel Service position peaked at $750K in Q4 2021.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.