EWM
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Evolution Wealth Management’s United Parcel Service UPS Stock Holding History

Evolution Wealth 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 		$20.4K Buy
189
+2
+1% +$208 0.01% 464
2026
Q1 		$18.4K Buy
187
+23
+14% +$2.47K 0.01% 434
2025
Q4 		$16.3K Sell
164
-47
-22% -$4.4K 0.01% 377
2025
Q3 		$17.6K Buy
+211
New +$19.1K 0.02% 311

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

Evolution Wealth Management's UPS Position: Q2 2026 in Review

Evolution Wealth Management increased its United Parcel Service (UPS) stake by 1.1% in Q2 2026, buying an estimated $208 and bringing the position to 189 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #464.

Evolution Wealth Management first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Evolution Wealth Management held 189 shares of United Parcel Service worth $20.4K as of Q2 2026.
  • Evolution Wealth Management bought 2 United Parcel Service shares in Q2 2026, an estimated $208.
  • United Parcel Service made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Evolution Wealth Management first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.