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Perfromance Wealth Partners’s United Parcel Service UPS Stock Holding History

Perfromance 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 		$751K Buy
6,983
+17
+0.2% +$1.77K 0.02% 111
2026
Q1 		$685K Buy
6,966
+330
+5% +$35.4K 0.02% 103
2025
Q4 		$658K Buy
+6,636
New +$621K 0.02% 103
2024
Q1 		– Sell
-1,392
Closed -$219K – 183
2023
Q4 		$219K Buy
1,392
+12
+0.9% +$1.81K 0.01% 150
2023
Q3 		$215K Hold
1,380
– – 0.01% 157
2023
Q2 		$248K Sell
1,380
-90
-6% -$16K 0.01% 158
2023
Q1 		$285K Sell
1,470
-51
-3% -$9.36K 0.01% 144
2022
Q4 		$264K Sell
1,521
-370
-20% -$64K 0.02% 135
2022
Q3 		$305K Sell
1,891
-299
-14% -$56.6K 0.02% 122
2022
Q2 		$400K Buy
2,190
+299
+16% +$54.5K 0.02% 111
2022
Q1 		$406K Hold
1,891
– – 0.02% 119
2021
Q4 		$405K Buy
+1,891
New +$385K 0.02% 127

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

Perfromance Wealth Partners's UPS Position: Q2 2026 in Review

Perfromance Wealth Partners increased its United Parcel Service (UPS) stake by 0.24% in Q2 2026, buying an estimated $1.77K and bringing the position to 6,983 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #111.

Perfromance Wealth Partners first reported a position in UPS in Q4 2021 and has held it in 12 quarters since. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Perfromance Wealth Partners held 6,983 shares of United Parcel Service worth $751K as of Q2 2026.
  • Perfromance Wealth Partners bought 17 United Parcel Service shares in Q2 2026, an estimated $1.77K.
  • United Parcel Service made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Perfromance Wealth Partners first reported a position in United Parcel Service in Q4 2021 and has held it in 12 quarters since.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.