Focused Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-294
| Closed | -$29K | – | 298 |
|
|
2026
Q1 | $29K | Buy |
+294
| New | +$31.5K | ﹤0.01% | 225 |
|
|
2024
Q1 | – | Sell |
-25
| Closed | -$3.91K | – | 926 |
|
|
2023
Q4 | $3.91K | Hold |
25
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $3.84K | Buy |
25
+1
| +4% | +$173 | ﹤0.01% | 686 |
|
|
2023
Q2 | $4.37K | Hold |
24
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $4.68K | Hold |
24
| – | – | ﹤0.01% | 682 |
|
|
2022
Q4 | $4.16K | Hold |
24
| – | – | ﹤0.01% | 688 |
|
|
2022
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 680 |
|
|
2022
Q2 | $4K | Buy |
24
+1
| +4% | +$182 | ﹤0.01% | 670 |
|
|
2022
Q1 | $5K | Sell |
23
-9
| -28% | -$1.91K | ﹤0.01% | 686 |
|
|
2021
Q4 | $7K | Sell |
32
-116
| -78% | -$23.6K | ﹤0.01% | 656 |
|
|
2021
Q3 | $27K | Sell |
148
-552
| -79% | -$109K | ﹤0.01% | 457 |
|
|
2021
Q2 | $146K | Buy |
+700
| New | +$140K | 0.02% | 227 |
|
|
2021
Q1 | – | Sell |
-22
| Closed | -$4K | – | 1013 |
|
|
2020
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 695 |
|
|
2020
Q3 | $4K | Sell |
22
-40
| -65% | -$5.82K | ﹤0.01% | 649 |
|
|
2020
Q2 | $7K | Sell |
62
-76
| -55% | -$7.59K | ﹤0.01% | 543 |
|
|
2020
Q1 | $13K | Hold |
138
| – | – | ﹤0.01% | 427 |
|
|
2019
Q4 | $16K | Sell |
138
-151
| -52% | -$17.9K | ﹤0.01% | 444 |
|
|
2019
Q3 | $35K | Sell |
289
-216
| -43% | -$24.7K | 0.01% | 333 |
|
|
2019
Q2 | $52K | Buy |
+505
| New | +$52.5K | 0.01% | 318 |
|
|
2019
Q1 | – | Sell |
-891
| Closed | -$87K | – | 759 |
|
|
2018
Q4 | $87K | Hold |
891
| – | – | 0.03% | 245 |
|
|
2018
Q3 | $104K | Hold |
891
| – | – | 0.04% | 225 |
|
|
2018
Q2 | $95K | Hold |
891
| – | – | 0.03% | 229 |
|
|
2018
Q1 | $93K | Hold |
891
| – | – | 0.03% | 245 |
|
|
2017
Q4 | $106K | Buy |
+891
| New | +$105K | 0.03% | 227 |
|
|
2017
Q2 | – | Sell |
-74
| Closed | -$8K | – | 745 |
|
|
2017
Q1 | $8K | Hold |
74
| – | – | ﹤0.01% | 491 |
|
|
2016
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 497 |
|
|
2016
Q3 | $8K | Hold |
74
| – | – | ﹤0.01% | 472 |
|
|
2016
Q2 | $8K | Sell |
74
-50
| -40% | -$5.2K | ﹤0.01% | 466 |
|
|
2016
Q1 | $13K | Hold |
124
| – | – | 0.01% | 366 |
|
|
2015
Q4 | $12K | Hold |
124
| – | – | 0.01% | 382 |
|
|
2015
Q3 | $12K | Hold |
124
| – | – | 0.01% | 374 |
|
|
2015
Q2 | $12K | Hold |
124
| – | – | 0.01% | 384 |
|
|
2015
Q1 | $12K | Hold |
124
| – | – | 0.01% | 402 |
|
|
2014
Q4 | $14K | Sell |
124
-200
| -62% | -$21.1K | 0.01% | 366 |
|
|
2014
Q3 | $32K | Hold |
324
| – | – | 0.02% | 253 |
|
|
2014
Q2 | $33K | Buy |
324
+200
| +161% | +$20.1K | 0.03% | 237 |
|
|
2014
Q1 | $12K | Hold |
124
| – | – | 0.01% | 366 |
|
|
2013
Q4 | $13K | Hold |
124
| – | – | 0.01% | 358 |
|
|
2013
Q3 | $11K | Buy |
+124
| New | +$10.9K | 0.01% | 354 |
|
Other funds holding UPS
Focused Wealth Management's UPS Position: Q2 2026 in Review
Focused Wealth Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 294 shares — an estimated $29K sold.
Focused Wealth Management first reported a position in UPS in Q3 2013 and held it in 39 quarters. The position peaked at $146K in Q2 2021. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Focused Wealth Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
- Focused Wealth Management sold 294 United Parcel Service shares in Q2 2026, an estimated $29K.
- Focused Wealth Management first reported a position in United Parcel Service in Q3 2013 and held it in 39 quarters.
- Focused Wealth Management's United Parcel Service position peaked at $146K in Q2 2021.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.