Private Wealth Asset Management’s United Parcel Service UPS Stock Holding History

Private Wealth Asset Management’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	$364K	Sell	3,389 -513	-13%	-$53.3K	0.04%	210
2026 Q1	$384K	Sell	3,902 -64	-2%	-$6.86K	0.04%	192
2025 Q4	$393K	Sell	3,966 -942	-19%	-$88.1K	0.04%	192
2025 Q3	$410K	Sell	4,908 -411	-8%	-$37.2K	0.05%	179
2025 Q2	$537K	Sell	5,319 -1,007	-16%	-$99.1K	0.07%	154
2025 Q1	$696K	Buy	+6,326	New	+$756K	0.1%	128

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Asset Management's UPS Position: Q2 2026 in Review

Private Wealth Asset Management reduced its United Parcel Service (UPS) stake by 13% in Q2 2026, selling an estimated $53.3K and leaving 3,389 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #210.

Private Wealth Asset Management first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $696K in Q1 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Private Wealth Asset Management held 3,389 shares of United Parcel Service worth $364K as of Q2 2026.
Private Wealth Asset Management sold 513 United Parcel Service shares in Q2 2026, an estimated $53.3K.
United Parcel Service made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #210 holding.
Private Wealth Asset Management first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's United Parcel Service position peaked at $696K in Q1 2025.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.