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Future Financial Wealth Management’s United Parcel Service UPS Stock Holding History

Future Financial 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 		$274K Hold
2,400
– – 0.17% 102
2026
Q1 		$249K Sell
2,400
-2,700
-53% -$290K 0.16% 104
2025
Q4 		$543K Sell
5,100
-2,475
-33% -$232K 0.37% 56
2025
Q3 		$633K Buy
7,575
+800
+12% +$72.5K 0.4% 47
2025
Q2 		$684K Hold
6,775
– – 0.47% 42
2025
Q1 		$745K Buy
6,775
+1,675
+33% +$200K 0.55% 37
2024
Q4 		$643K Buy
5,100
+255
+5% +$33.6K 0.47% 44
2024
Q3 		$661K Buy
4,845
+3,100
+178% +$407K 0.47% 43
2024
Q2 		$239K Buy
1,745
+1,000
+134% +$143K 0.21% 98
2024
Q1 		$111K Buy
+745
New +$113K 0.09% 160
2022
Q2 		– Sell
-700
Closed -$150K – 459
2022
Q1 		$150K Hold
700
– – 0.12% 149
2021
Q4 		$149K Buy
+700
New +$142K 0.12% 150

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

Future Financial Wealth Management's UPS Position: Q2 2026 in Review

Future Financial Wealth Management held its United Parcel Service (UPS) position steady in Q2 2026 at 2,400 shares worth $274K. The position accounts for 0.17% of the portfolio, ranked #102.

Future Financial Wealth Management first reported a position in UPS in Q4 2021 and has held it in 12 quarters since. The position peaked at $745K in Q1 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Future Financial Wealth Management held 2,400 shares of United Parcel Service worth $274K as of Q2 2026.
  • Future Financial Wealth Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.17% of Future Financial Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Future Financial Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 12 quarters since.
  • Future Financial Wealth Management's United Parcel Service position peaked at $745K in Q1 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.