FWP
UPS icon

Flatrock Wealth Partners’s United Parcel Service UPS Stock Holding History

Flatrock Wealth Partners’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 		$229K Sell
2,132
-327
-13% -$34K 0.09% 153
2026
Q1 		$242K Sell
2,459
-68
-3% -$7.29K 0.11% 127
2025
Q4 		$251K Buy
+2,527
New +$236K 0.12% 128

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

Flatrock Wealth Partners's UPS Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its United Parcel Service (UPS) stake by 13% in Q2 2026, selling an estimated $34K and leaving 2,132 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #153.

Flatrock Wealth Partners first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Flatrock Wealth Partners held 2,132 shares of United Parcel Service worth $229K as of Q2 2026.
  • Flatrock Wealth Partners sold 327 United Parcel Service shares in Q2 2026, an estimated $34K.
  • United Parcel Service made up 0.09% of Flatrock Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Flatrock Wealth Partners first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's United Parcel Service position peaked at $251K in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.