GWMIA
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Global Wealth Management Investment Advisory’s United Parcel Service UPS Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.34M Buy
40,349
+1,162
+3% +$121K 0.62% 58
2026
Q1 		$3.86M Buy
+39,187
New +$4.2M 0.6% 68
2025
Q4 		– Sell
-6,254
Closed -$522K – 160
2025
Q3 		$522K Buy
+6,254
New +$566K 0.09% 122
2025
Q1 		– Sell
-34,113
Closed -$4.3M – 152
2024
Q4 		$4.3M Buy
34,113
+10,176
+43% +$1.34M 0.89% 38
2024
Q3 		$3.26M Sell
23,937
-2,005
-8% -$263K 0.7% 48
2024
Q2 		$3.55M Buy
25,942
+1,557
+6% +$223K 0.83% 42
2024
Q1 		$3.62M Buy
24,385
+323
+1% +$49.1K 0.89% 43
2023
Q4 		$3.78M Buy
24,062
+10,438
+77% +$1.58M 0.97% 29
2023
Q3 		$2.12M Buy
13,624
+24
+0.2% +$4.14K 0.59% 58
2023
Q2 		$2.44M Buy
13,600
+216
+2% +$38.4K 0.67% 55
2023
Q1 		$2.6M Buy
13,384
+193
+1% +$35.4K 0.78% 48
2022
Q4 		$2.29M Buy
13,191
+148
+1% +$25.6K 0.75% 55
2022
Q3 		$2.11M Buy
13,043
+269
+2% +$50.9K 0.75% 50
2022
Q2 		$2.33M Buy
12,774
+1,293
+11% +$236K 0.79% 45
2022
Q1 		$2.46M Buy
11,481
+502
+5% +$107K 0.73% 51
2021
Q4 		$2.35M Buy
10,979
+219
+2% +$44.5K 0.71% 51
2021
Q3 		$1.96M Sell
10,760
-2,291
-18% -$452K 0.62% 56
2021
Q2 		$2.71M Buy
13,051
+14
+0.1% +$2.8K 0.9% 37
2021
Q1 		$2.22M Buy
13,037
+433
+3% +$70K 0.8% 44
2020
Q4 		$2.12M Buy
12,604
+106
+0.8% +$17.9K 0.82% 40
2020
Q3 		$2.08M Sell
12,498
-9,767
-44% -$1.42M 0.9% 35
2020
Q2 		$2.48M Buy
22,265
+1,808
+9% +$180K 1.06% 31
2020
Q1 		$1.91M Buy
20,457
+2,614
+15% +$271K 0.96% 35
2019
Q4 		$2.09M Buy
17,843
+1,260
+8% +$149K 0.88% 38
2019
Q3 		$1.99M Buy
16,583
+4,765
+40% +$545K 0.91% 38
2019
Q2 		$1.22M Buy
11,818
+1,513
+15% +$157K 0.59% 59
2019
Q1 		$1.15M Sell
10,305
-97
-0.9% -$10.3K 0.6% 59
2018
Q4 		$1.01M Buy
+10,402
New +$1.13M 0.59% 61

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

Global Wealth Management Investment Advisory's UPS Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its United Parcel Service (UPS) stake by 3% in Q2 2026, buying an estimated $121K and bringing the position to 40,349 shares worth $4.34M. The position accounts for 0.62% of the portfolio, ranked #58.

Global Wealth Management Investment Advisory first reported a position in UPS in Q4 2018 and has held it in 28 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Global Wealth Management Investment Advisory held 40,349 shares of United Parcel Service worth $4.34M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 1,162 United Parcel Service shares in Q2 2026, an estimated $121K.
  • United Parcel Service made up 0.62% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #58 holding.
  • Global Wealth Management Investment Advisory first reported a position in United Parcel Service in Q4 2018 and has held it in 28 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.