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

Sagespring 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 		$1.77M Buy
16,430
+517
+3% +$53.7K 0.03% 232
2026
Q1 		$1.57M Buy
15,913
+1,218
+8% +$131K 0.03% 232
2025
Q4 		$1.46M Buy
14,695
+2,078
+16% +$194K 0.03% 239
2025
Q3 		$1.05M Sell
12,617
-2,460
-16% -$223K 0.02% 293
2025
Q2 		$1.52M Sell
15,077
-5,164
-26% -$508K 0.03% 206
2025
Q1 		$2.23M Sell
20,241
-883
-4% -$106K 0.06% 147
2024
Q4 		$2.66M Buy
+21,124
New +$2.78M 0.07% 117

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

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

Sagespring Wealth Partners increased its United Parcel Service (UPS) stake by 3.2% in Q2 2026, buying an estimated $53.7K and bringing the position to 16,430 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #232.

Sagespring Wealth Partners first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66M in Q4 2024. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sagespring Wealth Partners held 16,430 shares of United Parcel Service worth $1.77M as of Q2 2026.
  • Sagespring Wealth Partners bought 517 United Parcel Service shares in Q2 2026, an estimated $53.7K.
  • United Parcel Service made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Sagespring Wealth Partners first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's United Parcel Service position peaked at $2.66M in Q4 2024.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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