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

Provenance 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 		$11.1K Buy
+103
New +$10.7K ﹤0.01% 342
2025
Q3 		– Sell
-13
Closed -$1.31K – 443
2025
Q2 		$1.31K Sell
13
-21
-62% -$2.07K ﹤0.01% 401
2025
Q1 		$3.74K Hold
34
– – ﹤0.01% 366
2024
Q4 		$4.29K Hold
34
– – ﹤0.01% 375
2024
Q3 		$4.64K Sell
34
-37
-52% -$4.86K ﹤0.01% 404
2024
Q2 		$9.72K Sell
71
-13
-15% -$1.86K ﹤0.01% 296
2024
Q1 		$12.5K Buy
84
+13
+18% +$1.98K ﹤0.01% 305
2023
Q4 		$11.2K Buy
71
+50
+238% +$7.56K ﹤0.01% 310
2023
Q3 		$3.27K Buy
+21
New +$3.63K ﹤0.01% 288

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

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

Provenance Wealth Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 103 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in UPS as recently as Q2 2025.

Provenance Wealth Advisors first reported a position in UPS in Q3 2023 and has held it in 9 quarters since. The position peaked at $12.5K in Q1 2024. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Provenance Wealth Advisors held 103 shares of United Parcel Service worth $11.1K as of Q2 2026.
  • United Parcel Service was a new Provenance Wealth Advisors position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #342 holding.
  • Provenance Wealth Advisors first reported a position in United Parcel Service in Q3 2023 and has held it in 9 quarters since.
  • Provenance Wealth Advisors's United Parcel Service position peaked at $12.5K in Q1 2024.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.