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Marks Group Wealth Management’s United Parcel Service UPS Stock Holding History

Marks Group 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 		$462K Sell
4,301
-18
-0.4% -$1.87K 0.04% 276
2026
Q1 		$425K Hold
4,319
– – 0.04% 261
2025
Q4 		$428K Sell
4,319
-68
-2% -$6.36K 0.04% 250
2025
Q3 		$366K Sell
4,387
-11,242
-72% -$1.02M 0.03% 244
2025
Q2 		$1.58M Sell
15,629
-3,261
-17% -$321K 0.15% 140
2025
Q1 		$2.08M Buy
18,890
+267
+1% +$31.9K 0.2% 118
2024
Q4 		$2.35M Buy
18,623
+1,320
+8% +$174K 0.23% 106
2024
Q3 		$2.36M Sell
17,303
-59
-0.3% -$7.75K 0.23% 109
2024
Q2 		$2.38M Buy
17,362
+4,337
+33% +$621K 0.25% 107
2024
Q1 		$1.94M Sell
13,025
-233
-2% -$35.4K 0.2% 124
2023
Q4 		$2.08M Sell
13,258
-1,667
-11% -$252K 0.24% 121
2023
Q3 		$2.33M Sell
14,925
-853
-5% -$147K 0.29% 105
2023
Q2 		$2.83M Buy
15,778
+504
+3% +$89.5K 0.34% 96
2023
Q1 		$2.96M Buy
15,274
+1,724
+13% +$316K 0.38% 91
2022
Q4 		$2.36M Buy
13,550
+1,299
+11% +$225K 0.32% 103
2022
Q3 		$1.98M Buy
12,251
+1,643
+15% +$311K 0.3% 102
2022
Q2 		$1.94M Buy
10,608
+2,285
+27% +$417K 0.28% 106
2022
Q1 		$1.78M Buy
8,323
+2,171
+35% +$461K 0.22% 112
2021
Q4 		$1.32M Buy
6,152
+1,286
+26% +$262K 0.16% 139
2021
Q3 		$885K Buy
4,866
+356
+8% +$70.3K 0.12% 159
2021
Q2 		$937K Buy
4,510
+61
+1% +$12.2K 0.13% 146
2021
Q1 		$754K Buy
4,449
+263
+6% +$42.5K 0.11% 151
2020
Q4 		$705K Sell
4,186
-757
-15% -$128K 0.11% 155
2020
Q3 		$824K Sell
4,943
-91
-2% -$13.2K 0.15% 141
2020
Q2 		$563K Buy
5,034
+721
+17% +$72K 0.11% 148
2020
Q1 		$409K Sell
4,313
-202
-4% -$20.9K 0.11% 163
2019
Q4 		$529K Buy
+4,515
New +$534K 0.1% 168

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

Marks Group Wealth Management's UPS Position: Q2 2026 in Review

Marks Group Wealth Management reduced its United Parcel Service (UPS) stake by 0.42% in Q2 2026, selling an estimated $1.87K and leaving 4,301 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #276.

Marks Group Wealth Management first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.96M in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Marks Group Wealth Management held 4,301 shares of United Parcel Service worth $462K as of Q2 2026.
  • Marks Group Wealth Management sold 18 United Parcel Service shares in Q2 2026, an estimated $1.87K.
  • United Parcel Service made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Marks Group Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's United Parcel Service position peaked at $2.96M in Q1 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.