LWMI
UPS icon

Legacy Wealth Management (Idaho)’s United Parcel Service UPS Stock Holding History

Legacy Wealth Management (Idaho)’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
-309
Closed -$30.4K – 914
2026
Q1 		$30.4K Buy
309
+101
+49% +$10.8K 0.02% 332
2025
Q4 		$20.6K Buy
208
+120
+136% +$11.2K 0.01% 322
2025
Q3 		$7.35K Buy
+88
New +$7.97K ﹤0.01% 384

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

Legacy Wealth Management (Idaho)'s UPS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 309 shares — an estimated $30.4K sold.

Legacy Wealth Management (Idaho) first reported a position in UPS in Q3 2025 and held it in 3 quarters. The position peaked at $30.4K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 309 United Parcel Service shares in Q2 2026, an estimated $30.4K.
  • Legacy Wealth Management (Idaho) first reported a position in United Parcel Service in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s United Parcel Service position peaked at $30.4K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.