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Live Oak Private Wealth’s United Parcel Service UPS Stock Holding History

Live Oak Private Wealth’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 		$7.87M Sell
73,237
-315
-0.4% -$32.7K 0.98% 40
2026
Q1 		$7.24M Buy
73,552
+1,651
+2% +$177K 1.01% 41
2025
Q4 		$7.13M Sell
71,901
-5,216
-7% -$488K 0.97% 41
2025
Q3 		$6.44M Buy
77,117
+9,208
+14% +$834K 0.9% 45
2025
Q2 		$6.85M Buy
67,909
+1,868
+3% +$184K 1.02% 38
2025
Q1 		$7.26M Buy
66,041
+13,789
+26% +$1.65M 1.18% 32
2024
Q4 		$6.59M Sell
52,252
-602
-1% -$79.2K 1.11% 34
2024
Q3 		$7.21M Buy
52,854
+8,800
+20% +$1.16M 1.17% 34
2024
Q2 		$6.03M Buy
44,054
+16
+0% +$2.29K 1.04% 39
2024
Q1 		$6.55M Sell
44,038
-3,779
-8% -$574K 1.13% 37
2023
Q4 		$7.52M Buy
47,817
+315
+0.7% +$47.6K 1.41% 27
2023
Q3 		$7.4M Buy
47,502
+153
+0.3% +$26.4K 1.58% 24
2023
Q2 		$8.49M Buy
47,349
+2,837
+6% +$504K 1.69% 18
2023
Q1 		$8.63M Buy
44,512
+894
+2% +$164K 1.79% 12
2022
Q4 		$7.58M Buy
43,618
+1,522
+4% +$263K 1.57% 21
2022
Q3 		$6.8M Sell
42,096
-44
-0.1% -$8.33K 1.53% 19
2022
Q2 		$7.69M Buy
42,140
+835
+2% +$152K 1.62% 15
2022
Q1 		$8.86M Buy
41,305
+1,365
+3% +$290K 1.71% 11
2021
Q4 		$8.56M Buy
39,940
+129
+0.3% +$26.2K 1.6% 16
2021
Q3 		$7.25M Buy
39,811
+4,478
+13% +$884K 1.47% 18
2021
Q2 		$7.35M Sell
35,333
-4,944
-12% -$989K 1.62% 16
2021
Q1 		$6.85M Buy
40,277
+2,578
+7% +$417K 1.68% 16
2020
Q4 		$6.35M Buy
37,699
+1,299
+4% +$219K 1.78% 17
2020
Q3 		$6.07M Sell
36,400
-5,104
-12% -$743K 2.08% 10
2020
Q2 		$4.61M Buy
41,504
+38,610
+1,334% +$3.85M 1.67% 20
2020
Q1 		$270K Buy
+2,894
New +$300K 0.28% 59

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

Live Oak Private Wealth's UPS Position: Q2 2026 in Review

Live Oak Private Wealth reduced its United Parcel Service (UPS) stake by 0.43% in Q2 2026, selling an estimated $32.7K and leaving 73,237 shares worth $7.87M. The position accounts for 0.98% of the portfolio, ranked #40.

Live Oak Private Wealth first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.86M in Q1 2022. 2,137 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Live Oak Private Wealth held 73,237 shares of United Parcel Service worth $7.87M as of Q2 2026.
  • Live Oak Private Wealth sold 315 United Parcel Service shares in Q2 2026, an estimated $32.7K.
  • United Parcel Service made up 0.98% of Live Oak Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Live Oak Private Wealth first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • Live Oak Private Wealth's United Parcel Service position peaked at $8.86M in Q1 2022.
  • 2,137 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.