OHWP
UPS icon

Oak Harbor Wealth Partners’s United Parcel Service UPS Stock Holding History

Oak Harbor 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 		$2.14M Buy
19,901
+197
+1% +$20.5K 0.8% 36
2026
Q1 		$1.94M Buy
19,704
+440
+2% +$47.2K 0.45% 56
2025
Q4 		$1.91M Buy
19,264
+147
+0.8% +$13.8K 0.46% 53
2025
Q3 		$1.6M Sell
19,117
-361
-2% -$32.7K 0.39% 60
2025
Q2 		$1.97M Buy
19,478
+905
+5% +$89K 0.53% 45
2025
Q1 		$2.04M Hold
18,573
– – 0.58% 40
2024
Q4 		$2.34M Sell
18,573
-96
-0.5% -$12.6K 0.68% 39
2024
Q3 		$2.55M Buy
18,669
+1,051
+6% +$138K 0.73% 37
2024
Q2 		$2.41M Buy
17,618
+5
+0% +$716 0.76% 36
2024
Q1 		$2.62M Buy
17,613
+207
+1% +$31.5K 0.82% 35
2023
Q4 		$2.74M Sell
17,406
-51
-0.3% -$7.71K 0.92% 33
2023
Q3 		$2.72M Sell
17,457
-48
-0.3% -$8.29K 0.96% 29
2023
Q2 		$3.14M Buy
17,505
+4
+0% +$710 1.07% 23
2023
Q1 		$3.4M Buy
17,501
+53
+0.3% +$9.72K 1.23% 19
2022
Q4 		$3.03M Sell
17,448
-47
-0.3% -$8.14K 1.16% 26
2022
Q3 		$2.83M Buy
17,495
+246
+1% +$46.6K 1.11% 26
2022
Q2 		$3.15M Buy
17,249
+26
+0.2% +$4.74K 1.25% 23
2022
Q1 		$3.69M Sell
17,223
-9
-0.1% -$1.91K 1.21% 23
2021
Q4 		$3.69M Buy
+17,232
New +$3.5M 1.27% 22

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

Oak Harbor Wealth Partners's UPS Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its United Parcel Service (UPS) stake by 1% in Q2 2026, buying an estimated $20.5K and bringing the position to 19,901 shares worth $2.14M. The position accounts for 0.8% of the portfolio, ranked #36.

Oak Harbor Wealth Partners first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.69M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Oak Harbor Wealth Partners held 19,901 shares of United Parcel Service worth $2.14M as of Q2 2026.
  • Oak Harbor Wealth Partners bought 197 United Parcel Service shares in Q2 2026, an estimated $20.5K.
  • United Parcel Service made up 0.8% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Oak Harbor Wealth Partners first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's United Parcel Service position peaked at $3.69M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.