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

One 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 		$463K Sell
4,305
-10
-0.2% -$1.04K 0.05% 191
2026
Q1 		$425K Buy
4,315
+1,424
+49% +$153K 0.05% 186
2025
Q4 		$287K Sell
2,891
-315
-10% -$29.5K 0.04% 242
2025
Q3 		$268K Buy
+3,206
New +$290K 0.03% 253
2023
Q1 		– Sell
-279
Closed -$48.5K – 573
2022
Q4 		$48.5K Buy
+279
New +$48.3K 0.01% 416
2019
Q2 		– Sell
-39
Closed -$4K – 460
2019
Q1 		$4K Buy
+39
New +$4.14K ﹤0.01% 409

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 $3.38T AUM 44.17% 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

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

One Wealth Advisors reduced its United Parcel Service (UPS) stake by 0.23% in Q2 2026, selling an estimated $1.04K and leaving 4,305 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #191.

One Wealth Advisors first reported a position in UPS in Q1 2019 and has held it in 6 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • One Wealth Advisors held 4,305 shares of United Parcel Service worth $463K as of Q2 2026.
  • One Wealth Advisors sold 10 United Parcel Service shares in Q2 2026, an estimated $1.04K.
  • United Parcel Service made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • One Wealth Advisors first reported a position in United Parcel Service in Q1 2019 and has held it in 6 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.