QWP
UPS icon

Quotient Wealth Partners’s United Parcel Service UPS Stock Holding History

Quotient Wealth Partners’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 		$315K Buy
2,926
+444
+18% +$46.2K 0.01% 299
2026
Q1 		$244K Buy
2,482
+290
+13% +$31.1K 0.01% 330
2025
Q4 		$217K Buy
+2,192
New +$205K 0.01% 326
2024
Q4 		– Sell
-1,472
Closed -$201K – 340
2024
Q3 		$201K Sell
1,472
-846
-36% -$111K 0.01% 314
2024
Q2 		$317K Buy
2,318
+685
+42% +$98.1K 0.01% 242
2024
Q1 		$243K Buy
+1,633
New +$248K 0.01% 264

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

Quotient Wealth Partners's UPS Position: Q2 2026 in Review

Quotient Wealth Partners increased its United Parcel Service (UPS) stake by 18% in Q2 2026, buying an estimated $46.2K and bringing the position to 2,926 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #299.

Quotient Wealth Partners first reported a position in UPS in Q1 2024 and has held it in 6 quarters since. The position peaked at $317K in Q2 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Quotient Wealth Partners held 2,926 shares of United Parcel Service worth $315K as of Q2 2026.
  • Quotient Wealth Partners bought 444 United Parcel Service shares in Q2 2026, an estimated $46.2K.
  • United Parcel Service made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #299 holding.
  • Quotient Wealth Partners first reported a position in United Parcel Service in Q1 2024 and has held it in 6 quarters since.
  • Quotient Wealth Partners's United Parcel Service position peaked at $317K in Q2 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.