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FSB Premier Wealth Management’s United Parcel Service UPS Stock Holding History

FSB Premier 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
2026
Q2 		$356K Sell
3,309
-96
-3% -$9.98K 0.1% 180
2026
Q1 		$335K Buy
3,405
+865
+34% +$92.8K 0.1% 175
2025
Q4 		$252K Buy
+2,540
New +$238K 0.08% 207
2025
Q3 		– Sell
-2,007
Closed -$203K – 234
2025
Q2 		$203K Sell
2,007
-260
-11% -$25.6K 0.07% 207
2025
Q1 		$249K Buy
2,267
+206
+10% +$24.6K 0.1% 187
2024
Q4 		$260K Sell
2,061
-233
-10% -$30.7K 0.1% 182
2024
Q3 		$313K Buy
2,294
+333
+17% +$43.7K 0.13% 161
2024
Q2 		$268K Buy
1,961
+65
+3% +$9.31K 0.12% 155
2024
Q1 		$282K Sell
1,896
-7
-0.4% -$1.06K 0.13% 142
2023
Q4 		$299K Buy
1,903
+82
+5% +$12.4K 0.15% 129
2023
Q3 		$284K Buy
1,821
+65
+4% +$11.2K 0.16% 120
2023
Q2 		$315K Buy
1,756
+301
+21% +$53.4K 0.17% 108
2023
Q1 		$282K Buy
+1,455
New +$267K 0.16% 113
2022
Q1 		– Sell
-405
Closed -$86K – 478
2021
Q4 		$86K Buy
+405
New +$82.4K 0.04% 192

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

FSB Premier Wealth Management's UPS Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its United Parcel Service (UPS) stake by 2.8% in Q2 2026, selling an estimated $9.98K and leaving 3,309 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #180.

FSB Premier Wealth Management first reported a position in UPS in Q4 2021 and has held it in 14 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • FSB Premier Wealth Management held 3,309 shares of United Parcel Service worth $356K as of Q2 2026.
  • FSB Premier Wealth Management sold 96 United Parcel Service shares in Q2 2026, an estimated $9.98K.
  • United Parcel Service made up 0.1% of FSB Premier Wealth Management's portfolio in Q2 2026, its #180 holding.
  • FSB Premier Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 14 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.