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Gen-Wealth Partners’s United Parcel Service UPS Stock Holding History

Gen-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 		$10.1K Sell
94
-42
-31% -$4.37K ﹤0.01% 553
2026
Q1 		$13.4K Sell
136
-82
-38% -$8.79K ﹤0.01% 517
2025
Q4 		$21.6K Sell
218
-18
-8% -$1.68K 0.01% 468
2025
Q3 		$19.7K Buy
236
+19
+9% +$1.72K 0.01% 469
2025
Q2 		$21.9K Buy
217
+14
+7% +$1.38K 0.01% 407
2025
Q1 		$22.3K Sell
203
-25
-11% -$2.99K 0.01% 397
2024
Q4 		$28.8K Sell
228
-5
-2% -$658 0.01% 404
2024
Q3 		$31.2K Buy
233
+17
+8% +$2.23K 0.01% 416
2024
Q2 		$29.6K Sell
216
-100
-32% -$14.3K 0.01% 413
2024
Q1 		$47K Buy
+316
New +$48K 0.02% 376

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

Gen-Wealth Partners's UPS Position: Q2 2026 in Review

Gen-Wealth Partners reduced its United Parcel Service (UPS) stake by 31% in Q2 2026, selling an estimated $4.37K and leaving 94 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Gen-Wealth Partners first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $47K in Q1 2024. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Gen-Wealth Partners held 94 shares of United Parcel Service worth $10.1K as of Q2 2026.
  • Gen-Wealth Partners sold 42 United Parcel Service shares in Q2 2026, an estimated $4.37K.
  • United Parcel Service made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #553 holding.
  • Gen-Wealth Partners first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's United Parcel Service position peaked at $47K in Q1 2024.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.