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Principia Wealth Advisory’s United Parcel Service UPS Stock Holding History

Principia Wealth Advisory’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 		$5.48K Buy
51
+2
+4% +$208 ﹤0.01% 346
2026
Q1 		$4.82K Buy
49
+9
+23% +$965 ﹤0.01% 307
2025
Q4 		$3.97K Buy
40
+7
+21% +$655 ﹤0.01% 318
2025
Q3 		$2.76K Buy
33
+3
+10% +$272 ﹤0.01% 378
2025
Q2 		$3.03K Buy
30
+6
+25% +$590 ﹤0.01% 306
2025
Q1 		$2.39K Buy
24
+4
+20% +$478 ﹤0.01% 265
2024
Q4 		$2.52K Buy
+20
New +$2.63K ﹤0.01% 210

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

Principia Wealth Advisory's UPS Position: Q2 2026 in Review

Principia Wealth Advisory increased its United Parcel Service (UPS) stake by 4.1% in Q2 2026, buying an estimated $208 and bringing the position to 51 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Principia Wealth Advisory first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Principia Wealth Advisory held 51 shares of United Parcel Service worth $5.48K as of Q2 2026.
  • Principia Wealth Advisory bought 2 United Parcel Service shares in Q2 2026, an estimated $208.
  • United Parcel Service made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #346 holding.
  • Principia Wealth Advisory first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.