MWM
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Modera Wealth Management’s United Parcel Service UPS Stock Holding History

Modera 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 		$9.49M Sell
88,251
-4,150
-4% -$431K 0.1% 140
2026
Q1 		$9.09M Sell
92,401
-14,609
-14% -$1.57M 0.11% 134
2025
Q4 		$10.6M Sell
107,010
-9,911
-8% -$927K 0.12% 123
2025
Q3 		$9.77M Sell
116,921
-8,716
-7% -$789K 0.11% 126
2025
Q2 		$12.7M Sell
125,637
-12,670
-9% -$1.25M 0.16% 109
2025
Q1 		$15.2M Sell
138,307
-488
-0.4% -$58.4K 0.21% 92
2024
Q4 		$17.5M Sell
138,795
-1,363
-1% -$179K 0.21% 90
2024
Q3 		$19.1M Buy
140,158
+100
+0.1% +$13.1K 0.24% 81
2024
Q2 		$19.2M Buy
140,058
+751
+0.5% +$108K 0.28% 78
2024
Q1 		$20.7M Buy
139,307
+7,468
+6% +$1.14M 0.32% 71
2023
Q4 		$20.7M Buy
131,839
+204
+0.2% +$30.8K 0.34% 70
2023
Q3 		$20.5M Sell
131,635
-3,146
-2% -$543K 0.39% 64
2023
Q2 		$24.2M Buy
+134,781
New +$23.9M 0.44% 59
2023
Q1 		– Sell
-1,209
Closed -$210K – 367
2022
Q4 		$210K Sell
1,209
-245
-17% -$42.4K 0.01% 326
2022
Q3 		$235K Buy
1,454
+31
+2% +$5.87K 0.01% 280
2022
Q2 		$260K Buy
1,423
+273
+24% +$49.8K 0.01% 280
2022
Q1 		$247K Sell
1,150
-5,746
-83% -$1.22M 0.01% 316
2021
Q4 		$1.48M Buy
+6,896
New +$1.4M 0.06% 136
2016
Q1 		– Sell
-5,658
Closed -$544K – 113
2015
Q4 		$544K Buy
+5,658
New +$578K 0.21% 37
2014
Q1 		– Sell
-10,581
Closed -$1.11M – 84
2013
Q4 		$1.11M Sell
10,581
-42
-0.4% -$4.14K 0.42% 28
2013
Q3 		$971K Hold
10,623
– – 0.47% 23
2013
Q2 		$919K Buy
+10,623
New +$911K 0.47% 23

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

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

Modera Wealth Management reduced its United Parcel Service (UPS) stake by 4.5% in Q2 2026, selling an estimated $431K and leaving 88,251 shares worth $9.49M. The position accounts for 0.1% of the portfolio, ranked #140.

Modera Wealth Management first reported a position in UPS in Q2 2013 and has held it in 22 quarters since. The position peaked at $24.2M in Q2 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Modera Wealth Management held 88,251 shares of United Parcel Service worth $9.49M as of Q2 2026.
  • Modera Wealth Management sold 4,150 United Parcel Service shares in Q2 2026, an estimated $431K.
  • United Parcel Service made up 0.1% of Modera Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Modera Wealth Management first reported a position in United Parcel Service in Q2 2013 and has held it in 22 quarters since.
  • Modera Wealth Management's United Parcel Service position peaked at $24.2M in Q2 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.