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

Portus 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
-25
Closed -$2.46K – 503
2026
Q1 		$2.46K Buy
+25
New +$2.68K ﹤0.01% 249

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

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

Portus Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 25 shares — an estimated $2.46K sold.

Portus Wealth Advisors first reported a position in UPS in Q1 2026 and held it in 1 quarter. The position peaked at $2.46K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Portus Wealth Advisors reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 25 United Parcel Service shares in Q2 2026, an estimated $2.46K.
  • Portus Wealth Advisors first reported a position in United Parcel Service in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's United Parcel Service position peaked at $2.46K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.