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Focus Partners Advisor Solutions’s United Parcel Service UPS Stock Holding History

Focus Partners Advisor Solutions’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 		$2.48M Sell
23,053
-10,441
-31% -$1.09M 0.02% 322
2026
Q1 		$3.3M Sell
33,494
-4,124
-11% -$442K 0.03% 249
2025
Q4 		$3.73M Buy
37,618
+4,699
+14% +$440K 0.05% 197
2025
Q3 		$2.91M Buy
32,919
+12,922
+65% +$1.17M 0.03% 267
2025
Q2 		$2.02M Buy
19,997
+317
+2% +$31.2K 0.03% 271
2025
Q1 		$2.16M Buy
19,680
+3,927
+25% +$470K 0.03% 245
2024
Q4 		$1.99M Buy
15,753
+6,676
+74% +$879K 0.03% 229
2024
Q3 		$1.24M Buy
9,077
+345
+4% +$45.3K 0.03% 263
2024
Q2 		$1.2M Buy
8,732
+18
+0.2% +$2.58K 0.03% 224
2024
Q1 		$1.3M Buy
8,714
+2,342
+37% +$356K 0.04% 205
2023
Q4 		$1M Sell
6,372
-100
-2% -$15.1K 0.05% 169
2023
Q3 		$1.01M Buy
6,472
+146
+2% +$25.2K 0.05% 167
2023
Q2 		$1.13M Buy
6,326
+141
+2% +$25K 0.06% 123
2023
Q1 		$1.2M Sell
6,185
-382
-6% -$70.1K 0.08% 111
2022
Q4 		$1.14M Sell
6,567
-767
-10% -$133K 0.09% 122
2022
Q3 		$1.19M Sell
7,334
-508
-6% -$96.2K 0.07% 131
2022
Q2 		$1.43M Buy
7,842
+5,424
+224% +$989K 0.12% 87
2022
Q1 		$520K Buy
+2,418
New +$514K 0.05% 171

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

Focus Partners Advisor Solutions's UPS Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its United Parcel Service (UPS) stake by 31% in Q2 2026, selling an estimated $1.09M and leaving 23,053 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #322.

Focus Partners Advisor Solutions first reported a position in UPS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.73M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Focus Partners Advisor Solutions held 23,053 shares of United Parcel Service worth $2.48M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 10,441 United Parcel Service shares in Q2 2026, an estimated $1.09M.
  • United Parcel Service made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #322 holding.
  • Focus Partners Advisor Solutions first reported a position in United Parcel Service in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's United Parcel Service position peaked at $3.73M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.