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

Meridian 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 		$352K Buy
3,270
+105
+3% +$10.9K 0.04% 164
2026
Q1 		$311K Buy
+3,165
New +$339K 0.04% 161
2025
Q1 		– Sell
-2,029
Closed -$256K – 178
2024
Q4 		$256K Hold
2,029
– – 0.04% 156
2024
Q3 		$277K Sell
2,029
-131
-6% -$17.2K 0.05% 154
2024
Q2 		$296K Sell
2,160
-414
-16% -$59.3K 0.05% 146
2024
Q1 		$383K Sell
2,574
-723
-22% -$110K 0.07% 129
2023
Q4 		$518K Hold
3,297
– – 0.11% 108
2023
Q3 		$514K Sell
3,297
-70
-2% -$12.1K 0.13% 104
2023
Q2 		$604K Sell
3,367
-1,198
-26% -$213K 0.15% 97
2023
Q1 		$886K Buy
4,565
+104
+2% +$19.1K 0.22% 82
2022
Q4 		$776K Buy
4,461
+88
+2% +$15.2K 0.2% 88
2022
Q3 		$706K Buy
4,373
+10
+0.2% +$1.89K 0.2% 89
2022
Q2 		$796K Buy
4,363
+620
+17% +$113K 0.21% 93
2022
Q1 		$803K Buy
3,743
+809
+28% +$172K 0.19% 101
2021
Q4 		$629K Sell
2,934
-26
-0.9% -$5.29K 0.15% 111
2021
Q3 		$539K Buy
2,960
+37
+1% +$7.3K 0.15% 117
2021
Q2 		$608K Buy
2,923
+610
+26% +$122K 0.17% 107
2021
Q1 		$393K Hold
2,313
– – 0.13% 126
2020
Q4 		$390K Sell
2,313
-125
-5% -$21.1K 0.14% 119
2020
Q3 		$406K Buy
2,438
+115
+5% +$16.7K 0.17% 109
2020
Q2 		$258K Sell
2,323
-75
-3% -$7.49K 0.12% 136
2020
Q1 		$224K Sell
2,398
-578
-19% -$59.9K 0.12% 124
2019
Q4 		$348K Buy
2,976
+560
+23% +$66.3K 0.14% 119
2019
Q3 		$289K Buy
2,416
+59
+3% +$6.75K 0.12% 125
2019
Q2 		$245K Buy
2,357
+437
+23% +$45.5K 0.17% 109
2019
Q1 		$215K Buy
1,920
+249
+15% +$26.4K 0.16% 114
2018
Q4 		$163K Buy
+1,671
New +$181K 0.13% 132

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

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

Meridian Wealth Advisors increased its United Parcel Service (UPS) stake by 3.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,270 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #164.

Meridian Wealth Advisors first reported a position in UPS in Q4 2018 and has held it in 27 quarters since. The position peaked at $886K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Meridian Wealth Advisors held 3,270 shares of United Parcel Service worth $352K as of Q2 2026.
  • Meridian Wealth Advisors bought 105 United Parcel Service shares in Q2 2026, an estimated $10.9K.
  • United Parcel Service made up 0.04% of Meridian Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Meridian Wealth Advisors first reported a position in United Parcel Service in Q4 2018 and has held it in 27 quarters since.
  • Meridian Wealth Advisors's United Parcel Service position peaked at $886K in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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