Gateway Wealth Partners’s United Parcel Service UPS Stock Holding History

Gateway Wealth Partners’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	$1.07M	Sell	9,943 -9,987	-50%	-$1.04M	0.06%	291
2026 Q1	$1.96M	Buy	19,930 +10,730	+117%	+$1.15M	0.08%	255
2025 Q4	$913K	Buy	9,200 +1,532	+20%	+$143K	0.1%	194
2025 Q3	$640K	Buy	+7,668	New	+$695K	0.09%	214
2023 Q4	–	Sell	-2,114	Closed	-$330K	–	280
2023 Q3	$330K	Buy	2,114 +185	+10%	+$31.9K	0.06%	177
2023 Q2	$346K	Sell	1,929 -92	-5%	-$16.3K	0.06%	166
2023 Q1	$392K	Buy	2,021 +100	+5%	+$18.3K	0.06%	143
2022 Q4	$334K	Buy	+1,921	New	+$333K	0.06%	137

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 $3.38T AUM 44.17% 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

Gateway Wealth Partners's UPS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its United Parcel Service (UPS) stake by 50% in Q2 2026, selling an estimated $1.04M and leaving 9,943 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #291.

Gateway Wealth Partners first reported a position in UPS in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.96M in Q1 2026. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Gateway Wealth Partners held 9,943 shares of United Parcel Service worth $1.07M as of Q2 2026.
Gateway Wealth Partners sold 9,987 United Parcel Service shares in Q2 2026, an estimated $1.04M.
United Parcel Service made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #291 holding.
Gateway Wealth Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's United Parcel Service position peaked at $1.96M in Q1 2026.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.