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Legacy Capital Wealth Partners’s United Parcel Service UPS Stock Holding History

Legacy Capital Wealth Partners’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 		$725K Sell
6,746
-1,245
-16% -$129K 0.14% 146
2026
Q1 		$786K Sell
7,991
-676
-8% -$72.5K 0.16% 130
2025
Q4 		$860K Buy
8,667
+2,842
+49% +$266K 0.18% 116
2025
Q3 		$487K Sell
5,825
-963
-14% -$87.2K 0.11% 208
2025
Q2 		$685K Sell
6,788
-988
-13% -$97.2K 0.16% 137
2025
Q1 		$855K Buy
7,776
+3,229
+71% +$386K 0.21% 100
2024
Q4 		$573K Sell
4,547
-1,821
-29% -$240K 0.14% 149
2024
Q3 		$868K Buy
6,368
+749
+13% +$98.3K 0.17% 117
2024
Q2 		$769K Buy
5,619
+488
+10% +$69.9K 0.2% 96
2024
Q1 		$1M Sell
5,131
-743
-13% -$113K 0.71% 45
2023
Q4 		$924K Sell
5,874
-2,092
-26% -$316K 0.26% 87
2023
Q3 		$1.24M Buy
+7,966
New +$1.37M 0.34% 58
2023
Q2 		– Sell
-7,365
Closed -$1.43M – 233
2023
Q1 		$1.43M Buy
+7,365
New +$1.35M 0.39% 46
2021
Q2 		– Sell
-2,334
Closed -$397K – 79
2021
Q1 		$397K Buy
2,334
+190
+9% +$30.7K 0.16% 55
2020
Q4 		$361K Buy
+2,144
New +$362K 0.15% 60

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's UPS Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its United Parcel Service (UPS) stake by 16% in Q2 2026, selling an estimated $129K and leaving 6,746 shares worth $725K. The position accounts for 0.14% of the portfolio, ranked #146.

Legacy Capital Wealth Partners first reported a position in UPS in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.43M in Q1 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Legacy Capital Wealth Partners held 6,746 shares of United Parcel Service worth $725K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 1,245 United Parcel Service shares in Q2 2026, an estimated $129K.
  • United Parcel Service made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #146 holding.
  • Legacy Capital Wealth Partners first reported a position in United Parcel Service in Q4 2020 and has held it in 15 quarters since.
  • Legacy Capital Wealth Partners's United Parcel Service position peaked at $1.43M in Q1 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.