Legacy Capital Group California’s United Parcel Service UPS Stock Holding History

Legacy Capital Group California’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	$662K	Sell	6,155 -92	-1%	-$9.56K	0.2%	151
2026 Q1	$615K	Sell	6,247 -687	-10%	-$73.7K	0.23%	143
2025 Q4	$688K	Sell	6,934 -33	-0.5%	-$3.09K	0.17%	163
2025 Q3	$582K	Buy	6,967 +2,083	+43%	+$189K	0.15%	182
2025 Q2	$493K	Sell	4,884 -173	-3%	-$17K	0.14%	188
2025 Q1	$556K	Sell	5,057 -47	-0.9%	-$5.62K	0.19%	150
2024 Q4	$644K	Sell	5,104 -34	-0.7%	-$4.47K	0.2%	142
2024 Q3	$701K	Buy	+5,138	New	+$675K	0.23%	125

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

Legacy Capital Group California's UPS Position: Q2 2026 in Review

Legacy Capital Group California reduced its United Parcel Service (UPS) stake by 1.5% in Q2 2026, selling an estimated $9.56K and leaving 6,155 shares worth $662K. The position accounts for 0.2% of the portfolio, ranked #151.

Legacy Capital Group California first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. The position peaked at $701K in Q3 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Legacy Capital Group California held 6,155 shares of United Parcel Service worth $662K as of Q2 2026.
Legacy Capital Group California sold 92 United Parcel Service shares in Q2 2026, an estimated $9.56K.
United Parcel Service made up 0.2% of Legacy Capital Group California's portfolio in Q2 2026, its #151 holding.
Legacy Capital Group California first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
Legacy Capital Group California's United Parcel Service position peaked at $701K in Q3 2024.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.