Medallion Wealth Advisors’s United Parcel Service UPS Stock Holding History

Medallion Wealth Advisors’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	$58.5K	Buy	544 +72	+15%	+$7.49K	0.02%	442
2026 Q1	$46.4K	Buy	472 +51	+12%	+$5.47K	0.02%	484
2025 Q4	$41.8K	Sell	421 -389	-48%	-$36.4K	0.01%	497
2025 Q3	$67.6K	Buy	810 +203	+33%	+$18.4K	0.02%	417
2025 Q2	$63.4K	Buy	607 +3	+0.5%	+$295	0.02%	419
2025 Q1	$66K	Buy	604 +19	+3%	+$2.27K	0.03%	375
2024 Q4	$73.6K	Buy	+585	New	+$77K	0.04%	345

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

Medallion Wealth Advisors's UPS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its United Parcel Service (UPS) stake by 15% in Q2 2026, buying an estimated $7.49K and bringing the position to 544 shares worth $58.5K. The position accounts for 0.02% of the portfolio, ranked #442.

Medallion Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.6K in Q4 2024. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Medallion Wealth Advisors held 544 shares of United Parcel Service worth $58.5K as of Q2 2026.
Medallion Wealth Advisors bought 72 United Parcel Service shares in Q2 2026, an estimated $7.49K.
United Parcel Service made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #442 holding.
Medallion Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's United Parcel Service position peaked at $73.6K in Q4 2024.
2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.