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Pure Financial Advisors’s United Parcel Service UPS Stock Holding History

Pure Financial 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 		$2.07M Sell
19,267
-85
-0.4% -$8.84K 0.03% 182
2026
Q1 		$1.9M Sell
19,352
-274
-1% -$29.4K 0.03% 166
2025
Q4 		$1.95M Buy
19,626
+696
+4% +$65.1K 0.03% 167
2025
Q3 		$1.58M Sell
18,930
-1,857
-9% -$168K 0.03% 173
2025
Q2 		$2.1M Sell
20,787
-13
-0.1% -$1.28K 0.04% 150
2025
Q1 		$2.29M Buy
20,800
+2,358
+13% +$282K 0.05% 120
2024
Q4 		$2.33M Buy
18,442
+285
+2% +$37.5K 0.05% 110
2024
Q3 		$2.48M Sell
18,157
-152
-0.8% -$20K 0.06% 104
2024
Q2 		$2.51M Sell
18,309
-164
-0.9% -$23.5K 0.07% 104
2024
Q1 		$2.75M Buy
18,473
+60
+0.3% +$9.12K 0.09% 99
2023
Q4 		$2.9M Buy
18,413
+188
+1% +$28.4K 0.1% 90
2023
Q3 		$2.84M Sell
18,225
-271
-1% -$46.8K 0.12% 82
2023
Q2 		$3.32M Buy
18,496
+1,324
+8% +$235K 0.14% 76
2023
Q1 		$3.33M Sell
17,172
-165
-1% -$30.3K 0.15% 73
2022
Q4 		$3.01M Buy
17,337
+13
+0.1% +$2.25K 0.16% 74
2022
Q3 		$2.8M Buy
17,324
+71
+0.4% +$13.4K 0.16% 75
2022
Q2 		$3.15M Sell
17,253
-138
-0.8% -$25.2K 0.2% 66
2022
Q1 		$3.73M Buy
17,391
+2
+0% +$425 0.17% 64
2021
Q4 		$3.73M Buy
17,389
+2,686
+18% +$546K 0.18% 63
2021
Q3 		$2.68M Buy
14,703
+4
+0% +$790 0.21% 59
2021
Q2 		$3.06M Hold
14,699
– – 0.25% 57
2021
Q1 		$2.5M Hold
14,699
– – 0.25% 59
2020
Q4 		$2.48M Sell
14,699
-3
-0% -$506 0.3% 55
2020
Q3 		$2.45M Hold
14,702
– – 0.36% 48
2020
Q2 		$1.64M Sell
14,702
-7
-0% -$699 0.26% 55
2020
Q1 		$1.37M Buy
14,709
+10
+0.1% +$1.04K 0.23% 55
2019
Q4 		$1.72M Hold
14,699
– – 0.29% 49
2019
Q3 		$1.76M Sell
14,699
-3,623
-20% -$414K 0.32% 48
2019
Q2 		$1.89M Buy
+18,322
New +$1.91M 0.34% 48

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

Pure Financial Advisors's UPS Position: Q2 2026 in Review

Pure Financial Advisors reduced its United Parcel Service (UPS) stake by 0.44% in Q2 2026, selling an estimated $8.84K and leaving 19,267 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #182.

Pure Financial Advisors first reported a position in UPS in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.73M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Pure Financial Advisors held 19,267 shares of United Parcel Service worth $2.07M as of Q2 2026.
  • Pure Financial Advisors sold 85 United Parcel Service shares in Q2 2026, an estimated $8.84K.
  • United Parcel Service made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Pure Financial Advisors first reported a position in United Parcel Service in Q2 2019 and has held it in 29 quarters since.
  • Pure Financial Advisors's United Parcel Service position peaked at $3.73M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.