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Prosperity Consulting Group’s United Parcel Service UPS Stock Holding History

Prosperity Consulting 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 		$772K Buy
7,183
+1,209
+20% +$126K 0.03% 309
2026
Q1 		$588K Sell
5,974
-812
-12% -$87.1K 0.03% 334
2025
Q4 		$673K Buy
6,786
+266
+4% +$24.9K 0.03% 313
2025
Q3 		$545K Sell
6,520
-325
-5% -$29.4K 0.03% 333
2025
Q2 		$691K Buy
+6,845
New +$673K 0.05% 272
2024
Q4 		– Sell
-1,636
Closed -$223K – 483
2024
Q3 		$223K Sell
1,636
-424
-21% -$55.7K 0.02% 428
2024
Q2 		$282K Sell
2,060
-917
-31% -$131K 0.04% 264
2024
Q1 		$443K Buy
2,977
+1,269
+74% +$193K 0.06% 221
2023
Q4 		$268K Buy
+1,708
New +$258K 0.09% 170

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

Prosperity Consulting Group's UPS Position: Q2 2026 in Review

Prosperity Consulting Group increased its United Parcel Service (UPS) stake by 20% in Q2 2026, buying an estimated $126K and bringing the position to 7,183 shares worth $772K. The position accounts for 0.03% of the portfolio, ranked #309.

Prosperity Consulting Group first reported a position in UPS in Q4 2023 and has held it in 9 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Prosperity Consulting Group held 7,183 shares of United Parcel Service worth $772K as of Q2 2026.
  • Prosperity Consulting Group bought 1,209 United Parcel Service shares in Q2 2026, an estimated $126K.
  • United Parcel Service made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #309 holding.
  • Prosperity Consulting Group first reported a position in United Parcel Service in Q4 2023 and has held it in 9 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.