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High Note Wealth’s United Parcel Service UPS Stock Holding History

High Note Wealth’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 		$10.2K Buy
95
+28
+42% +$2.91K ﹤0.01% 400
2026
Q1 		$6.59K Buy
67
+5
+8% +$536 ﹤0.01% 451
2025
Q4 		$6.15K Buy
62
+58
+1,450% +$5.42K ﹤0.01% 434
2025
Q3 		$334 Buy
4
+2
+100% +$181 ﹤0.01% 786
2025
Q2 		$202 Buy
+2
New +$197 ﹤0.01% 815
2025
Q1 		– Sell
-2
Closed -$252 – 965
2024
Q4 		$252 Buy
+2
New +$263 ﹤0.01% 798

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

High Note Wealth's UPS Position: Q2 2026 in Review

High Note Wealth increased its United Parcel Service (UPS) stake by 42% in Q2 2026, buying an estimated $2.91K and bringing the position to 95 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

High Note Wealth first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • High Note Wealth held 95 shares of United Parcel Service worth $10.2K as of Q2 2026.
  • High Note Wealth bought 28 United Parcel Service shares in Q2 2026, an estimated $2.91K.
  • United Parcel Service made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #400 holding.
  • High Note Wealth first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.