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

Opal 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	–	Sell	-205	Closed	-$20.2K	–	559
2026 Q1	$20.2K	Buy	+205	New	+$22K	﹤0.01%	600
2025 Q3	–	Sell	-363	Closed	-$36.6K	–	522
2025 Q2	$36.6K	Sell	363 -69	-16%	-$6.79K	0.01%	428
2025 Q1	$47.5K	Buy	+432	New	+$51.7K	0.01%	360
2024 Q3	–	Sell	-370	Closed	-$50.6K	–	1111
2024 Q2	$50.6K	Sell	370 -741	-67%	-$106K	0.02%	356
2024 Q1	$165K	Buy	+1,111	New	+$169K	0.06%	179
2023 Q4	–	Sell	-1,625	Closed	-$253K	–	175
2023 Q3	$253K	Buy	1,625 +446	+38%	+$77K	0.15%	119
2023 Q2	$211K	Sell	1,179 -35	-3%	-$6.21K	0.11%	134
2023 Q1	$236K	Buy	1,214 +17	+1%	+$3.12K	0.14%	99
2022 Q4	$208K	Buy	+1,197	New	+$207K	0.11%	116
2022 Q3	–	Sell	-1,161	Closed	-$212K	–	117
2022 Q2	$212K	Sell	1,161 -106	-8%	-$19.3K	0.14%	98
2022 Q1	$272K	Sell	1,267 -295	-19%	-$62.7K	0.24%	74
2021 Q4	$335K	Buy	1,562 +364	+30%	+$74K	0.21%	77
2021 Q3	$218K	Sell	1,198 -40	-3%	-$7.9K	0.21%	74
2021 Q2	$257K	Buy	+1,238	New	+$248K	0.24%	62
2021 Q1	–	Sell	-1,260	Closed	-$212K	–	89
2020 Q4	$212K	Buy	+1,260	New	+$213K	0.27%	66

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Opal Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 205 shares — an estimated $20.2K sold.

Opal Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 15 quarters. The position peaked at $335K in Q4 2021. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Opal Wealth Advisors reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 205 United Parcel Service shares in Q2 2026, an estimated $20.2K.
Opal Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 15 quarters.
Opal Wealth Advisors's United Parcel Service position peaked at $335K in Q4 2021.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.