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Morey & Quinn Wealth Partners’s United Parcel Service UPS Stock Holding History

Morey & Quinn Wealth Partners’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 		$304K Sell
2,832
-243
-8% -$25.3K 0.2% 110
2026
Q1 		$303K Buy
3,075
+10
+0.3% +$1.07K 0.22% 103
2025
Q4 		$304K Sell
3,065
-103
-3% -$9.63K 0.22% 105
2025
Q3 		$265K Sell
3,168
-99
-3% -$8.97K 0.2% 110
2025
Q2 		$330K Sell
3,267
-130
-4% -$12.8K 0.26% 89
2025
Q1 		$374K Sell
3,397
-239
-7% -$28.6K 0.31% 78
2024
Q4 		$458K Buy
+3,636
New +$479K 0.39% 65

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

Morey & Quinn Wealth Partners's UPS Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its United Parcel Service (UPS) stake by 7.9% in Q2 2026, selling an estimated $25.3K and leaving 2,832 shares worth $304K. The position accounts for 0.2% of the portfolio, ranked #110.

Morey & Quinn Wealth Partners first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $458K in Q4 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Morey & Quinn Wealth Partners held 2,832 shares of United Parcel Service worth $304K as of Q2 2026.
  • Morey & Quinn Wealth Partners sold 243 United Parcel Service shares in Q2 2026, an estimated $25.3K.
  • United Parcel Service made up 0.2% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Morey & Quinn Wealth Partners first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's United Parcel Service position peaked at $458K in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.