RWA Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $241K | Sell |
2,243
-1,771
| -44% | -$184K | ﹤0.01% | 602 |
|
|
2026
Q1 | $395K | Buy |
4,014
+89
| +2% | +$9.54K | ﹤0.01% | 491 |
|
|
2025
Q4 | $389K | Sell |
3,925
-6,639
| -63% | -$621K | ﹤0.01% | 482 |
|
|
2025
Q3 | $882K | Sell |
10,564
-2,151
| -17% | -$195K | 0.01% | 360 |
|
|
2025
Q2 | $1.28M | Sell |
12,715
-2,121
| -14% | -$209K | 0.02% | 294 |
|
|
2025
Q1 | $1.63M | Sell |
14,836
-66,438
| -82% | -$7.94M | 0.02% | 266 |
|
|
2024
Q4 | $10.2M | Sell |
81,274
-668
| -0.8% | -$87.9K | 0.13% | 101 |
|
|
2024
Q3 | $11.2M | Buy |
81,942
+1,065
| +1% | +$140K | 0.14% | 93 |
|
|
2024
Q2 | $11.1M | Buy |
80,877
+449
| +0.6% | +$64.3K | 0.15% | 92 |
|
|
2024
Q1 | $12M | Buy |
80,428
+1,254
| +2% | +$191K | 0.16% | 85 |
|
|
2023
Q4 | $12.4M | Buy |
79,174
+3,080
| +4% | +$466K | 0.18% | 84 |
|
|
2023
Q3 | $11.9M | Buy |
76,094
+68,376
| +886% | +$11.8M | 0.26% | 40 |
|
|
2023
Q2 | $1.38M | Sell |
7,718
-67,184
| -90% | -$11.9M | 0.03% | 155 |
|
|
2023
Q1 | $14.5M | Sell |
74,902
-161
| -0.2% | -$29.5K | 0.35% | 28 |
|
|
2022
Q4 | $13.7M | Sell |
75,063
-69
| -0.1% | -$11.9K | 0.34% | 28 |
|
|
2022
Q3 | $12.1M | Buy |
75,132
+10
| +0% | +$1.89K | 0.85% | 23 |
|
|
2022
Q2 | $13.7M | Buy |
75,122
+581
| +0.8% | +$106K | 0.93% | 20 |
|
|
2022
Q1 | $16M | Buy |
74,541
+368
| +0.5% | +$78.2K | 1.03% | 20 |
|
|
2021
Q4 | $15.9M | Buy |
74,173
+200
| +0.3% | +$40.7K | 1.07% | 21 |
|
|
2021
Q3 | $13.5M | Buy |
73,973
+230
| +0.3% | +$45.4K | 1.01% | 24 |
|
|
2021
Q2 | $15.3M | Buy |
73,743
+355
| +0.5% | +$71K | 1.14% | 21 |
|
|
2021
Q1 | $12.5M | Sell |
73,388
-183
| -0.2% | -$29.6K | 1.01% | 24 |
|
|
2020
Q4 | $12.4M | Buy |
73,571
+300
| +0.4% | +$50.6K | 1.1% | 21 |
|
|
2020
Q3 | $12.2M | Sell |
73,271
-785
| -1% | -$114K | 1.28% | 15 |
|
|
2020
Q2 | $8.23M | Buy |
74,056
+2,155
| +3% | +$215K | 1.01% | 23 |
|
|
2020
Q1 | $6.72M | Buy |
71,901
+677
| +1% | +$70.1K | 0.95% | 25 |
|
|
2019
Q4 | $8.34M | Buy |
71,224
+1,012
| +1% | +$120K | 0.83% | 28 |
|
|
2019
Q3 | $8.41M | Sell |
70,212
-106
| -0.2% | -$12.1K | 0.89% | 28 |
|
|
2019
Q2 | $7.26M | Sell |
70,318
-863
| -1% | -$89.8K | 0.78% | 34 |
|
|
2019
Q1 | $7.95M | Buy |
71,181
+444
| +0.6% | +$47.1K | 0.91% | 28 |
|
|
2018
Q4 | $6.9M | Buy |
70,737
+66
| +0.1% | +$7.16K | 0.91% | 26 |
|
|
2018
Q3 | $8.25M | Hold |
70,671
| – | – | 0.92% | 26 |
|
|
2018
Q2 | $7.51M | Buy |
70,671
+69,832
| +8,323% | +$7.84M | 0.84% | 31 |
|
|
2018
Q1 | $88K | Buy |
+839
| New | +$97K | 0.01% | 274 |
|
Other funds holding UPS
RWA Wealth Partners's UPS Position: Q2 2026 in Review
RWA Wealth Partners reduced its United Parcel Service (UPS) stake by 44% in Q2 2026, selling an estimated $184K and leaving 2,243 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #602.
RWA Wealth Partners first reported a position in UPS in Q1 2018 and has held it in 34 quarters since. The position peaked at $16M in Q1 2022. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- RWA Wealth Partners held 2,243 shares of United Parcel Service worth $241K as of Q2 2026.
- RWA Wealth Partners sold 1,771 United Parcel Service shares in Q2 2026, an estimated $184K.
- United Parcel Service made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #602 holding.
- RWA Wealth Partners first reported a position in United Parcel Service in Q1 2018 and has held it in 34 quarters since.
- RWA Wealth Partners's United Parcel Service position peaked at $16M in Q1 2022.
- 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.