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Prestige Wealth Management Group’s United Parcel Service UPS Stock Holding History

Prestige Wealth Management Group’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 		$15.8K Buy
147
+12
+9% +$1.25K ﹤0.01% 382
2026
Q1 		$13.3K Sell
135
-31
-19% -$3.33K ﹤0.01% 385
2025
Q4 		$16.5K Buy
166
+31
+23% +$2.9K ﹤0.01% 369
2025
Q3 		$11.3K Sell
135
-19
-12% -$1.72K ﹤0.01% 429
2025
Q2 		$15.5K Hold
154
– – ﹤0.01% 379
2025
Q1 		$16.9K Hold
154
– – ﹤0.01% 369
2024
Q4 		$19.4K Hold
154
– – ﹤0.01% 358
2024
Q3 		$21K Hold
154
– – ﹤0.01% 337
2024
Q2 		$21.1K Sell
154
-2,385
-94% -$341K ﹤0.01% 312
2024
Q1 		$377K Buy
2,539
+77
+3% +$11.7K 0.08% 111
2023
Q4 		$387K Sell
2,462
-414
-14% -$62.6K 0.09% 99
2023
Q3 		$448K Buy
2,876
+39
+1% +$6.73K 0.11% 87
2023
Q2 		$509K Sell
2,837
-1
-0% -$178 0.12% 80
2023
Q1 		$550K Buy
2,838
+231
+9% +$42.4K 0.14% 80
2022
Q4 		$453K Buy
2,607
+296
+13% +$51.2K 0.12% 84
2022
Q3 		$373K Buy
2,311
+207
+10% +$39.2K 0.1% 93
2022
Q2 		$384K Buy
2,104
+560
+36% +$102K 0.1% 89
2022
Q1 		$332K Buy
1,544
+118
+8% +$25.1K 0.08% 106
2021
Q4 		$306K Buy
1,426
+203
+17% +$41.3K 0.07% 111
2021
Q3 		$223K Buy
1,223
+349
+40% +$68.9K 0.06% 128
2021
Q2 		$182K Buy
874
+634
+264% +$127K 0.05% 138
2021
Q1 		$40K Sell
240
-5
-2% -$809 0.01% 272
2020
Q4 		$41K Buy
245
+7
+3% +$1.18K 0.01% 269
2020
Q3 		$40K Buy
238
+118
+98% +$17.2K 0.01% 278
2020
Q2 		$13K Buy
120
+22
+22% +$2.2K ﹤0.01% 392
2020
Q1 		$9K Sell
98
-3
-3% -$311 ﹤0.01% 403
2019
Q4 		$12K Sell
101
-9
-8% -$1.06K 0.01% 336
2019
Q3 		$13K Buy
110
+12
+12% +$1.37K 0.01% 321
2019
Q2 		$10K Hold
98
– – 0.01% 330
2019
Q1 		$11K Sell
98
-42
-30% -$4.45K 0.01% 329
2018
Q4 		$14K Buy
+140
New +$15.2K 0.01% 384

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 $3.38T AUM 44.17% 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

Prestige Wealth Management Group's UPS Position: Q2 2026 in Review

Prestige Wealth Management Group increased its United Parcel Service (UPS) stake by 8.9% in Q2 2026, buying an estimated $1.25K and bringing the position to 147 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Prestige Wealth Management Group first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $550K in Q1 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Prestige Wealth Management Group held 147 shares of United Parcel Service worth $15.8K as of Q2 2026.
  • Prestige Wealth Management Group bought 12 United Parcel Service shares in Q2 2026, an estimated $1.25K.
  • United Parcel Service made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #382 holding.
  • Prestige Wealth Management Group first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's United Parcel Service position peaked at $550K in Q1 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.