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Evolve Private Wealth’s United Parcel Service UPS Stock Holding History

Evolve Private 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 		$1.6M Sell
14,917
-6,309
-30% -$656K 0.1% 190
2026
Q1 		$2.09M Sell
21,226
-813
-4% -$87.2K 0.11% 178
2025
Q4 		$2.19M Buy
+22,039
New +$2.06M 0.13% 143

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

Evolve Private Wealth's UPS Position: Q2 2026 in Review

Evolve Private Wealth reduced its United Parcel Service (UPS) stake by 30% in Q2 2026, selling an estimated $656K and leaving 14,917 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #190.

Evolve Private Wealth first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.19M in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Evolve Private Wealth held 14,917 shares of United Parcel Service worth $1.6M as of Q2 2026.
  • Evolve Private Wealth sold 6,309 United Parcel Service shares in Q2 2026, an estimated $656K.
  • United Parcel Service made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #190 holding.
  • Evolve Private Wealth first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's United Parcel Service position peaked at $2.19M in Q4 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.