MWPCG
UPS icon

Measured Wealth Private Client Group’s United Parcel Service UPS Stock Holding History

Measured Wealth Private Client Group’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 		$17.1M Sell
159,528
-9,478
-6% -$985K 4.15% 6
2026
Q1 		$16.6M Hold
169,006
– – 4.54% 5
2025
Q4 		$16.8M Hold
169,006
– – 4.43% 7
2025
Q3 		$14.1M Sell
169,006
-53
-0% -$4.8K 3.81% 8
2025
Q2 		$17.1M Sell
169,059
-22
-0% -$2.16K 5.11% 5
2025
Q1 		$18.6M Buy
169,081
+57,529
+52% +$6.88M 5.97% 5
2024
Q4 		$14.1M Buy
+111,552
New +$14.7M 4.55% 7
2022
Q3 		– Sell
-2,668
Closed -$487K – 184
2022
Q2 		$487K Buy
2,668
+518
+24% +$94.5K 0.22% 69
2022
Q1 		$461K Buy
2,150
+183
+9% +$38.9K 0.17% 74
2021
Q4 		$422K Buy
1,967
+50
+3% +$10.2K 0.15% 89
2021
Q3 		$349K Buy
1,917
+715
+59% +$141K 0.13% 100
2021
Q2 		$250K Buy
+1,202
New +$241K 0.08% 153
2021
Q1 		– Sell
-1,264
Closed -$213K – 164
2020
Q4 		$213K Sell
1,264
-436
-26% -$73.6K 0.09% 128
2020
Q3 		$283K Sell
1,700
-178
-9% -$25.9K 0.14% 93
2020
Q2 		$209K Buy
+1,878
New +$187K 0.12% 112
2019
Q4 		– Sell
-2,273
Closed -$272K – 137
2019
Q3 		$272K Sell
2,273
-2,762
-55% -$316K 0.18% 88
2019
Q2 		$520K Buy
5,035
+1,195
+31% +$124K 0.3% 61
2019
Q1 		$429K Buy
+3,840
New +$407K 0.26% 75
2018
Q4 		– Sell
-2,911
Closed -$342K – 676
2018
Q3 		$342K Sell
2,911
-11
-0.4% -$1.29K 0.21% 93
2018
Q2 		$310K Buy
+2,922
New +$328K 0.25% 90

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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's UPS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its United Parcel Service (UPS) stake by 5.6% in Q2 2026, selling an estimated $985K and leaving 159,528 shares worth $17.1M. The position accounts for 4.15% of the portfolio, ranked #6.

Measured Wealth Private Client Group first reported a position in UPS in Q2 2018 and has held it in 20 quarters since. The position peaked at $18.6M in Q1 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Measured Wealth Private Client Group held 159,528 shares of United Parcel Service worth $17.1M as of Q2 2026.
  • Measured Wealth Private Client Group sold 9,478 United Parcel Service shares in Q2 2026, an estimated $985K.
  • United Parcel Service made up 4.15% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #6 holding.
  • Measured Wealth Private Client Group first reported a position in United Parcel Service in Q2 2018 and has held it in 20 quarters since.
  • Measured Wealth Private Client Group's United Parcel Service position peaked at $18.6M in Q1 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.