Fourth Dimension Wealth’s United Parcel Service UPS Stock Holding History

Fourth Dimension 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	$2.96K	Sell	28 -152	-84%	-$15.8K	﹤0.01%	579
2026 Q1	$17.7K	Sell	180 -11	-6%	-$1.18K	0.01%	341
2025 Q4	$18.9K	Sell	191 -25	-12%	-$2.34K	0.01%	337
2025 Q3	$18K	Sell	216 -9	-4%	-$815	0.01%	345
2025 Q2	$22.7K	Hold	225	–	–	0.01%	307
2025 Q1	$24.7K	Hold	225	–	–	0.01%	294
2024 Q4	$28.4K	Buy	+225	New	+$29.6K	0.01%	284

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fourth Dimension Wealth's UPS Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its United Parcel Service (UPS) stake by 84% in Q2 2026, selling an estimated $15.8K and leaving 28 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Fourth Dimension Wealth first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.4K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Fourth Dimension Wealth held 28 shares of United Parcel Service worth $2.96K as of Q2 2026.
Fourth Dimension Wealth sold 152 United Parcel Service shares in Q2 2026, an estimated $15.8K.
United Parcel Service made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #579 holding.
Fourth Dimension Wealth first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's United Parcel Service position peaked at $28.4K in Q4 2024.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.