NW
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NewEdge Wealth’s United Parcel Service UPS Stock Holding History

NewEdge Wealth’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 		$2.25M Buy
20,899
+1,404
+7% +$146K 0.02% 425
2026
Q1 		$1.92M Sell
19,495
-1,066
-5% -$114K 0.02% 441
2025
Q4 		$2.04M Buy
20,561
+4,819
+31% +$451K 0.02% 443
2025
Q3 		$1.46M Buy
15,742
+6,617
+73% +$599K 0.02% 469
2025
Q2 		$789K Sell
9,125
-16,214
-64% -$1.6M 0.01% 590
2025
Q1 		$2.79M Buy
25,339
+2,037
+9% +$244K 0.05% 283
2024
Q4 		$2.94M Sell
23,302
-2,602
-10% -$342K 0.05% 275
2024
Q3 		$3.53M Buy
25,904
+432
+2% +$56.7K 0.06% 259
2024
Q2 		$3.49M Sell
25,472
-2,447
-9% -$350K 0.08% 215
2024
Q1 		$4.11M Sell
27,919
-1,114
-4% -$169K 0.09% 191
2023
Q4 		$4.56M Sell
29,033
-45,660
-61% -$6.9M 0.12% 153
2023
Q3 		$11.6M Buy
74,693
+4,571
+7% +$789K 0.37% 80
2023
Q2 		$12.6M Buy
70,122
+8,049
+13% +$1.43M 0.42% 71
2023
Q1 		$12M Buy
62,073
+3,043
+5% +$558K 0.46% 61
2022
Q4 		$10.3M Buy
59,030
+3,080
+6% +$533K 0.44% 67
2022
Q3 		$9.04M Buy
55,950
+4,221
+8% +$799K 0.43% 68
2022
Q2 		$9.44M Buy
51,729
+20,676
+67% +$3.77M 0.43% 63
2022
Q1 		$6.66M Buy
31,053
+4,331
+16% +$920K 0.3% 93
2021
Q4 		$5.73M Buy
26,722
+2,595
+11% +$528K 0.24% 103
2021
Q3 		$4.39M Buy
24,127
+1,019
+4% +$201K 0.26% 89
2021
Q2 		$4.81M Buy
23,108
+1,805
+8% +$361K 0.37% 81
2021
Q1 		$3.62M Buy
21,303
+14,872
+231% +$2.41M 0.36% 77
2020
Q4 		$1.08M Buy
+6,431
New +$1.09M 0.33% 79

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

NewEdge Wealth's UPS Position: Q2 2026 in Review

NewEdge Wealth increased its United Parcel Service (UPS) stake by 7.2% in Q2 2026, buying an estimated $146K and bringing the position to 20,899 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #425.

NewEdge Wealth first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.6M in Q2 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • NewEdge Wealth held 20,899 shares of United Parcel Service worth $2.25M as of Q2 2026.
  • NewEdge Wealth bought 1,404 United Parcel Service shares in Q2 2026, an estimated $146K.
  • United Parcel Service made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #425 holding.
  • NewEdge Wealth first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's United Parcel Service position peaked at $12.6M in Q2 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.