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Personal CFO Solutions’s United Parcel Service UPS Stock Holding History

Personal CFO Solutions’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 		$406K Sell
3,778
-211
-5% -$21.9K 0.06% 308
2026
Q1 		$392K Buy
3,989
+199
+5% +$21.3K 0.06% 302
2025
Q4 		$376K Sell
3,790
-375
-9% -$35.1K 0.06% 296
2025
Q3 		$348K Buy
4,165
+2,064
+98% +$187K 0.06% 295
2025
Q2 		$212K Sell
2,101
-1,278
-38% -$126K 0.04% 455
2025
Q1 		$372K Buy
3,379
+431
+15% +$51.5K 0.08% 263
2024
Q4 		$372K Sell
2,948
-199
-6% -$26.2K 0.07% 258
2024
Q3 		$429K Sell
3,147
-68
-2% -$8.93K 0.06% 301
2024
Q2 		$440K Sell
3,215
-51
-2% -$7.3K 0.07% 276
2024
Q1 		$486K Buy
3,266
+229
+8% +$34.8K 0.08% 261
2023
Q4 		$478K Sell
3,037
-52
-2% -$7.86K 0.08% 235
2023
Q3 		$482K Buy
3,089
+228
+8% +$39.4K 0.1% 203
2023
Q2 		$513K Buy
2,861
+6
+0.2% +$1.06K 0.1% 198
2023
Q1 		$554K Sell
2,855
-41
-1% -$7.52K 0.11% 176
2022
Q4 		$503K Buy
2,896
+72
+3% +$12.5K 0.11% 191
2022
Q3 		$456K Buy
2,824
+94
+3% +$17.8K 0.11% 164
2022
Q2 		$498K Buy
2,730
+222
+9% +$40.5K 0.12% 156
2022
Q1 		$538K Buy
2,508
+117
+5% +$24.9K 0.11% 182
2021
Q4 		$513K Sell
2,391
-62
-3% -$12.6K 0.1% 196
2021
Q3 		$447K Buy
2,453
+203
+9% +$40.1K 0.09% 203
2021
Q2 		$468K Buy
2,250
+263
+13% +$52.6K 0.1% 197
2021
Q1 		$338K Sell
1,987
-353
-15% -$57.1K 0.07% 227
2020
Q4 		$394K Buy
2,340
+30
+1% +$5.06K 0.1% 196
2020
Q3 		$0 Buy
+2,310
New +$336K ﹤0.01% 318

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

Personal CFO Solutions's UPS Position: Q2 2026 in Review

Personal CFO Solutions reduced its United Parcel Service (UPS) stake by 5.3% in Q2 2026, selling an estimated $21.9K and leaving 3,778 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #308.

Personal CFO Solutions first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $554K in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Personal CFO Solutions held 3,778 shares of United Parcel Service worth $406K as of Q2 2026.
  • Personal CFO Solutions sold 211 United Parcel Service shares in Q2 2026, an estimated $21.9K.
  • United Parcel Service made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #308 holding.
  • Personal CFO Solutions first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Personal CFO Solutions's United Parcel Service position peaked at $554K in Q1 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.