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UPS icon

GenTrust’s United Parcel Service UPS Stock Holding History

GenTrust’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 		– Sell
-2,631
Closed -$259K – 295
2026
Q1 		$259K Sell
2,631
-49
-2% -$5.25K 0.01% 229
2025
Q4 		$266K Buy
+2,680
New +$251K 0.01% 228
2025
Q2 		– Sell
-2,002
Closed -$220K – 197
2025
Q1 		$220K Sell
2,002
-74
-4% -$8.85K 0.01% 172
2024
Q4 		$262K Buy
2,076
+74
+4% +$9.74K 0.01% 173
2024
Q3 		$273K Buy
2,002
+2
+0.1% +$263 0.01% 169
2024
Q2 		$274K Hold
2,000
– – 0.01% 153
2024
Q1 		$297K Hold
2,000
– – 0.02% 114
2023
Q4 		$314K Sell
2,000
-204
-9% -$30.8K 0.02% 109
2023
Q3 		$344K Hold
2,204
– – 0.02% 112
2023
Q2 		$395K Sell
2,204
-108
-5% -$19.2K 0.03% 113
2023
Q1 		$449K Buy
+2,312
New +$424K 0.03% 109

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

GenTrust's UPS Position: Q2 2026 in Review

GenTrust sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,631 shares — an estimated $259K sold.

GenTrust first reported a position in UPS in Q1 2023 and held it in 11 quarters. The position peaked at $449K in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • GenTrust reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • GenTrust sold 2,631 United Parcel Service shares in Q2 2026, an estimated $259K.
  • GenTrust first reported a position in United Parcel Service in Q1 2023 and held it in 11 quarters.
  • GenTrust's United Parcel Service position peaked at $449K in Q1 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.