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QTR Family Wealth’s United Parcel Service UPS Stock Holding History

QTR Family Wealth’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 		$2.44M Buy
22,678
+94
+0.4% +$9.77K 0.85% 22
2026
Q1 		$2.33M Sell
22,584
-212
-0.9% -$22.7K 0.97% 23
2025
Q4 		$2.71M Buy
22,796
+1,821
+9% +$170K 1.19% 17
2025
Q3 		$1.75M Sell
20,975
-583
-3% -$52.8K 0.83% 26
2025
Q2 		$2.18M Sell
21,558
-1,193
-5% -$117K 1.35% 20
2025
Q1 		$2.5M Buy
+22,751
New +$2.72M 1.89% 10

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

QTR Family Wealth's UPS Position: Q2 2026 in Review

QTR Family Wealth increased its United Parcel Service (UPS) stake by 0.42% in Q2 2026, buying an estimated $9.77K and bringing the position to 22,678 shares worth $2.44M. The position accounts for 0.85% of the portfolio, ranked #22.

QTR Family Wealth first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.71M in Q4 2025. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • QTR Family Wealth held 22,678 shares of United Parcel Service worth $2.44M as of Q2 2026.
  • QTR Family Wealth bought 94 United Parcel Service shares in Q2 2026, an estimated $9.77K.
  • United Parcel Service made up 0.85% of QTR Family Wealth's portfolio in Q2 2026, its #22 holding.
  • QTR Family Wealth first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's United Parcel Service position peaked at $2.71M in Q4 2025.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.