Sard Wealth Management Group’s United Parcel Service UPS Stock Holding History

Sard Wealth Management Group’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	$433K	Hold	4,027	–	–	0.21%	40
2026 Q1	$396K	Buy	4,027 +367	+10%	+$39.4K	0.22%	38
2025 Q4	$363K	Sell	3,660 -17	-0.5%	-$1.59K	0.2%	40
2025 Q3	$307K	Sell	3,677 -274	-7%	-$24.8K	0.18%	41
2025 Q2	$399K	Buy	3,951 +291	+8%	+$28.6K	0.25%	33
2025 Q1	$403K	Buy	3,660 +3	+0.1%	+$359	0.27%	29
2024 Q4	$461K	Buy	3,657 +1	+0%	+$132	0.31%	27
2024 Q3	$498K	Buy	3,656 +2	+0.1%	+$263	0.33%	25
2024 Q2	$500K	Hold	3,654	–	–	0.35%	25
2024 Q1	$543K	Sell	3,654 -16	-0.4%	-$2.43K	0.49%	23
2023 Q4	$577K	Buy	+3,670	New	+$555K	0.58%	21

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sard Wealth Management Group's UPS Position: Q2 2026 in Review

Sard Wealth Management Group held its United Parcel Service (UPS) position steady in Q2 2026 at 4,027 shares worth $433K. The position accounts for 0.21% of the portfolio, ranked #40.

Sard Wealth Management Group first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $577K in Q4 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Sard Wealth Management Group held 4,027 shares of United Parcel Service worth $433K as of Q2 2026.
Sard Wealth Management Group left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.21% of Sard Wealth Management Group's portfolio in Q2 2026, its #40 holding.
Sard Wealth Management Group first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Sard Wealth Management Group's United Parcel Service position peaked at $577K in Q4 2023.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.