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Focused Wealth Management’s United Parcel Service UPS Stock Holding History

Focused 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
2023
Q3 		– Sell
-4,400
Closed -$20.9K – 1109
2023
Q2 		$20.9K Buy
+4,400
New +$781K ﹤0.01% 428
2021
Q4 		– Sell
-3,000
Closed -$1K – 1106
2021
Q3 		$1K Buy
+3,000
New +$592K ﹤0.01% 947

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

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. 2,138 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.
  • 2,138 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.