PWM
UPS icon

Palumbo Wealth Management’s United Parcel Service UPS Stock Holding History

Palumbo Wealth Management’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 		$292K Sell
2,714
-27
-1% -$2.81K 0.06% 194
2026
Q1 		$270K Sell
2,741
-282
-9% -$30.2K 0.07% 184
2025
Q4 		$300K Buy
3,023
+42
+1% +$3.93K 0.07% 172
2025
Q3 		$229K Buy
2,981
+49
+2% +$4.44K 0.07% 163
2025
Q2 		$296K Buy
2,932
+173
+6% +$17K 0.09% 145
2025
Q1 		$303K Sell
2,759
-47
-2% -$5.62K 0.1% 131
2024
Q4 		$354K Sell
2,806
-277
-9% -$36.5K 0.13% 110
2024
Q3 		$420K Buy
3,083
+3
+0.1% +$394 0.16% 95
2024
Q2 		$422K Sell
3,080
-123
-4% -$17.6K 0.18% 88
2024
Q1 		$476K Sell
3,203
-199
-6% -$30.2K 0.21% 78
2023
Q4 		$535K Sell
3,402
-386
-10% -$58.4K 0.27% 68
2023
Q3 		$590K Sell
3,788
-790
-17% -$136K 0.32% 59
2023
Q2 		$821K Sell
4,578
-840
-16% -$149K 0.5% 42
2023
Q1 		$1.05M Sell
5,418
-258
-5% -$47.3K 0.7% 34
2022
Q4 		$987K Buy
5,676
+447
+9% +$77.4K 0.78% 30
2022
Q3 		$845K Buy
5,229
+407
+8% +$77.1K 0.72% 33
2022
Q2 		$880K Buy
4,822
+255
+6% +$46.5K 0.7% 31
2022
Q1 		$979K Buy
4,567
+91
+2% +$19.3K 0.63% 38
2021
Q4 		$959K Buy
4,476
+148
+3% +$30.1K 0.6% 36
2021
Q3 		$788K Sell
4,328
-1,263
-23% -$249K 0.52% 43
2021
Q2 		$1.16M Sell
5,591
-61
-1% -$12.2K 0.78% 25
2021
Q1 		$961K Buy
5,652
+163
+3% +$26.4K 0.72% 31
2020
Q4 		$924K Buy
+5,489
New +$926K 0.75% 23

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

Palumbo Wealth Management's UPS Position: Q2 2026 in Review

Palumbo Wealth Management reduced its United Parcel Service (UPS) stake by 0.99% in Q2 2026, selling an estimated $2.81K and leaving 2,714 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #194.

Palumbo Wealth Management first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q2 2021. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Palumbo Wealth Management held 2,714 shares of United Parcel Service worth $292K as of Q2 2026.
  • Palumbo Wealth Management sold 27 United Parcel Service shares in Q2 2026, an estimated $2.81K.
  • United Parcel Service made up 0.06% of Palumbo Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Palumbo Wealth Management first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's United Parcel Service position peaked at $1.16M in Q2 2021.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.