Glass Wealth Management’s United Parcel Service UPS Stock Holding History

Glass 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	–	Sell	-13,950	Closed	-$1.37M	–	73
2026 Q1	$1.37M	Sell	13,950 -920	-6%	-$98.7K	0.53%	42
2025 Q4	$1.47M	Sell	14,870 -2,410	-14%	-$225K	0.61%	42
2025 Q3	$1.44M	Sell	17,280 -385	-2%	-$34.9K	0.64%	42
2025 Q2	$1.78M	Sell	17,665 -1,965	-10%	-$193K	0.95%	36
2025 Q1	$2.16M	Sell	19,630 -2,170	-10%	-$259K	1.3%	28
2024 Q4	$2.75M	Sell	21,800 -2,100	-9%	-$276K	1.49%	24
2024 Q3	$3.26M	Sell	23,900 -265	-1%	-$34.8K	1.8%	20
2024 Q2	$3.31M	Buy	24,165 +345	+1%	+$49.4K	1.93%	17
2024 Q1	$3.54M	Buy	+23,820	New	+$3.62M	2.16%	16

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 $3.37T AUM 44.26% 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

Glass Wealth Management's UPS Position: Q2 2026 in Review

Glass Wealth Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 13,950 shares — an estimated $1.37M sold.

Glass Wealth Management first reported a position in UPS in Q1 2024 and held it in 9 quarters. The position peaked at $3.54M in Q1 2024. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Glass Wealth Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Glass Wealth Management sold 13,950 United Parcel Service shares in Q2 2026, an estimated $1.37M.
Glass Wealth Management first reported a position in United Parcel Service in Q1 2024 and held it in 9 quarters.
Glass Wealth Management's United Parcel Service position peaked at $3.54M in Q1 2024.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Glass Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.