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Intentional Wealth Strategies’s United Parcel Service UPS Stock Holding History

Intentional Wealth Strategies’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
-84
Closed -$8.26K – 853
2026
Q1 		$8.26K Buy
+84
New +$9.01K 0.01% 409

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

Intentional Wealth Strategies's UPS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 84 shares — an estimated $8.26K sold.

Intentional Wealth Strategies first reported a position in UPS in Q1 2026 and held it in 1 quarter. The position peaked at $8.26K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 84 United Parcel Service shares in Q2 2026, an estimated $8.26K.
  • Intentional Wealth Strategies first reported a position in United Parcel Service in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's United Parcel Service position peaked at $8.26K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.