LWM
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Liberty Wealth Management’s United Parcel Service UPS Stock Holding History

Liberty Wealth Management’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 		$2.16M Hold
20,932
– – 0.27% 70
2026
Q1 		$2.16M Buy
20,932
+18,367
+716% +$1.97M 0.27% 70
2025
Q4 		$254K Buy
2,565
+3
+0.1% +$281 0.03% 215
2025
Q3 		$214K Sell
2,562
-95
-4% -$8.61K 0.03% 229
2025
Q2 		$268K Sell
2,657
-4
-0.2% -$394 0.04% 180
2025
Q1 		$293K Sell
2,661
-469
-15% -$56.1K 0.06% 122
2024
Q4 		$395K Sell
3,130
-48
-2% -$6.32K 0.07% 138
2024
Q3 		$433K Sell
3,178
-1,166
-27% -$153K 0.07% 127
2024
Q2 		$464K Buy
4,344
+810
+23% +$116K 0.09% 116
2024
Q1 		$525K Sell
3,534
-209
-6% -$31.8K 0.1% 102
2023
Q4 		$612K Sell
3,743
-110
-3% -$16.6K 0.13% 88
2023
Q3 		$600K Sell
3,853
-47
-1% -$8.11K 0.15% 83
2023
Q2 		$699K Sell
3,900
-195
-5% -$34.6K 0.17% 68
2023
Q1 		$794K Buy
+4,095
New +$751K 0.16% 82
2022
Q3 		$675K Buy
4,183
+182
+5% +$34.5K 0.18% 65
2022
Q2 		$730K Buy
4,001
+122
+3% +$22.3K 0.3% 58
2022
Q1 		$832K Buy
+3,879
New +$824K 0.3% 54
2021
Q4 		– Sell
-4,534
Closed -$922K – 72
2021
Q3 		$845K Buy
4,534
+715
+19% +$141K 0.3% 48
2021
Q2 		$794K Buy
3,819
+1,253
+49% +$251K 0.31% 49
2021
Q1 		$401K Hold
2,566
– – 0.2% 71
2020
Q4 		$401K Sell
2,566
-647
-20% -$109K 0.2% 71
2020
Q3 		$535K Buy
3,213
+680
+27% +$99K 0.32% 47
2020
Q2 		$282K Buy
2,533
+138
+6% +$13.8K 0.2% 70
2020
Q1 		$234K Buy
2,395
+51
+2% +$5.28K 0.2% 78
2019
Q4 		$274K Sell
2,344
-82
-3% -$9.71K 0.22% 85
2019
Q3 		$291K Sell
2,426
-801
-25% -$91.6K 0.28% 71
2019
Q2 		$333K Buy
3,227
+1,005
+45% +$105K 0.29% 76
2019
Q1 		$248K Sell
2,222
-23
-1% -$2.44K 0.19% 77
2018
Q4 		$219K Buy
+2,245
New +$243K 0.16% 81

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

Liberty Wealth Management's UPS Position: Q2 2026 in Review

Liberty Wealth Management held its United Parcel Service (UPS) position steady in Q2 2026 at 20,932 shares worth $2.16M. The position accounts for 0.27% of the portfolio, ranked #70.

Liberty Wealth Management first reported a position in UPS in Q4 2018 and has held it in 29 quarters since. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Liberty Wealth Management held 20,932 shares of United Parcel Service worth $2.16M as of Q2 2026.
  • Liberty Wealth Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.27% of Liberty Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Liberty Wealth Management first reported a position in United Parcel Service in Q4 2018 and has held it in 29 quarters since.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.