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Resonant Capital Advisors’s United Parcel Service UPS Stock Holding History

Resonant Capital 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 		$404K Buy
3,755
+121
+3% +$12.6K 0.02% 346
2026
Q1 		$358K Sell
3,634
-293
-7% -$31.4K 0.02% 342
2025
Q4 		$390K Buy
+3,927
New +$367K 0.02% 294
2025
Q3 		– Sell
-2,810
Closed -$284K – 457
2025
Q2 		$284K Sell
2,810
-10,480
-79% -$1.03M 0.02% 339
2025
Q1 		$1.46M Buy
13,290
+2,236
+20% +$267K 0.1% 127
2024
Q4 		$1.39M Buy
11,054
+159
+1% +$20.9K 0.1% 129
2024
Q3 		$1.49M Buy
10,895
+94
+0.9% +$12.3K 0.11% 126
2024
Q2 		$1.48M Buy
10,801
+487
+5% +$69.7K 0.12% 121
2024
Q1 		$1.53M Buy
10,314
+658
+7% +$100K 0.13% 121
2023
Q4 		$1.52M Buy
9,656
+5,817
+152% +$880K 0.15% 121
2023
Q3 		$598K Buy
3,839
+192
+5% +$33.1K 0.06% 160
2023
Q2 		$654K Sell
3,647
-121
-3% -$21.5K 0.07% 152
2023
Q1 		$731K Buy
3,768
+291
+8% +$53.4K 0.08% 137
2022
Q4 		$604K Buy
3,477
+943
+37% +$163K 0.08% 152
2022
Q3 		$409K Buy
2,534
+215
+9% +$40.7K 0.06% 169
2022
Q2 		$423K Buy
2,319
+585
+34% +$107K 0.07% 162
2022
Q1 		$358K Buy
1,734
+726
+72% +$154K 0.05% 169
2021
Q4 		$216K Buy
+1,008
New +$205K 0.03% 197
2020
Q1 		– Sell
-1,996
Closed -$234K – 212
2019
Q4 		$234K Buy
+1,996
New +$236K 0.07% 187

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

Resonant Capital Advisors's UPS Position: Q2 2026 in Review

Resonant Capital Advisors increased its United Parcel Service (UPS) stake by 3.3% in Q2 2026, buying an estimated $12.6K and bringing the position to 3,755 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #346.

Resonant Capital Advisors first reported a position in UPS in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.53M in Q1 2024. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Resonant Capital Advisors held 3,755 shares of United Parcel Service worth $404K as of Q2 2026.
  • Resonant Capital Advisors bought 121 United Parcel Service shares in Q2 2026, an estimated $12.6K.
  • United Parcel Service made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #346 holding.
  • Resonant Capital Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 19 quarters since.
  • Resonant Capital Advisors's United Parcel Service position peaked at $1.53M in Q1 2024.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.