Marion Wealth Management’s United Parcel Service UPS Stock Holding History

Marion 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	$1.61M	Sell	14,946 -2,949	-16%	-$307K	0.33%	70
2026 Q1	$1.76M	Hold	17,895	–	–	0.39%	62
2025 Q4	$1.93M	Sell	17,895 -1	-0%	-$94	0.43%	55
2025 Q3	$1.49M	Hold	17,896	–	–	0.35%	64
2025 Q2	$1.81M	Hold	17,896	–	–	0.45%	51
2025 Q1	$1.97M	Hold	17,896	–	–	0.53%	48
2024 Q4	$2.26M	Buy	17,896 +3	+0%	+$395	0.6%	46
2024 Q3	$2.44M	Hold	17,893	–	–	0.65%	42
2024 Q2	$2.45M	Sell	17,893 -100	-0.6%	-$14.3K	0.72%	36
2024 Q1	$2.67M	Hold	17,993	–	–	0.8%	32
2023 Q4	$2.83M	Hold	17,993	–	–	0.9%	31
2023 Q3	$2.8M	Sell	17,993 -205	-1%	-$35.4K	0.99%	25
2023 Q2	$3.26M	Sell	18,198 -524	-3%	-$93K	1.16%	24
2023 Q1	$3.63M	Buy	18,722 +2	+0%	+$367	1.35%	18
2022 Q4	$3.25M	Buy	18,720 +1	+0%	+$173	1.37%	18
2022 Q3	$3.02M	Sell	18,719 -111	-0.6%	-$21K	1.55%	16
2022 Q2	$3.44M	Buy	18,830 +282	+2%	+$51.4K	1.8%	17
2022 Q1	$3.98M	Hold	18,548	–	–	1.94%	15
2021 Q4	$3.98M	Buy	+18,548	New	+$3.77M	1.88%	15

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

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

Marion Wealth Management reduced its United Parcel Service (UPS) stake by 16% in Q2 2026, selling an estimated $307K and leaving 14,946 shares worth $1.61M. The position accounts for 0.33% of the portfolio, ranked #70.

Marion Wealth Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.98M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Marion Wealth Management held 14,946 shares of United Parcel Service worth $1.61M as of Q2 2026.
Marion Wealth Management sold 2,949 United Parcel Service shares in Q2 2026, an estimated $307K.
United Parcel Service made up 0.33% of Marion Wealth Management's portfolio in Q2 2026, its #70 holding.
Marion Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
Marion Wealth Management's United Parcel Service position peaked at $3.98M in Q1 2022.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.