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Sculati Wealth Management’s United Parcel Service UPS Stock Holding History

Sculati Wealth Management’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 		$1.86M Buy
15,842
+155
+1% +$16.1K 0.62% 45
2026
Q1 		$1.54M Sell
15,687
-765
-5% -$82K 0.57% 52
2025
Q4 		$1.63M Sell
16,452
-1,167
-7% -$109K 0.58% 50
2025
Q3 		$1.47M Sell
17,619
-85
-0.5% -$7.7K 0.52% 54
2025
Q2 		$1.79M Sell
17,704
-41
-0.2% -$4.03K 0.67% 49
2025
Q1 		$1.95M Buy
17,745
+959
+6% +$115K 0.79% 36
2024
Q4 		$2.12M Sell
16,786
-23
-0.1% -$3.03K 0.84% 37
2024
Q3 		$2.29M Sell
16,809
-197
-1% -$25.9K 0.91% 31
2024
Q2 		$2.33M Buy
17,006
+156
+0.9% +$22.3K 0.99% 33
2024
Q1 		$2.5M Buy
16,850
+226
+1% +$34.4K 1.08% 32
2023
Q4 		$2.61M Buy
16,624
+186
+1% +$28.1K 1.22% 26
2023
Q3 		$2.56M Sell
16,438
-103
-0.6% -$17.8K 1.31% 22
2023
Q2 		$2.97M Buy
16,541
+67
+0.4% +$11.9K 1.49% 17
2023
Q1 		$3.2M Buy
16,474
+571
+4% +$105K 1.7% 13
2022
Q4 		$2.77M Sell
15,903
-247
-2% -$42.8K 1.55% 16
2022
Q3 		$2.61M Buy
16,150
+98
+0.6% +$18.6K 1.54% 13
2022
Q2 		$2.93M Buy
16,052
+180
+1% +$32.8K 1.67% 11
2022
Q1 		$3.4M Buy
15,872
+268
+2% +$56.9K 1.66% 12
2021
Q4 		$3.35M Buy
15,604
+88
+0.6% +$17.9K 1.62% 14
2021
Q3 		$2.83M Buy
15,516
+120
+0.8% +$23.7K 1.5% 19
2021
Q2 		$3.2M Buy
15,396
+75
+0.5% +$15K 1.7% 14
2021
Q1 		$2.6M Sell
15,321
-315
-2% -$51K 1.5% 18
2020
Q4 		$2.63M Buy
15,636
+256
+2% +$43.2K 1.73% 15
2020
Q3 		$2.56M Buy
15,380
+61
+0.4% +$8.88K 1.92% 11
2020
Q2 		$1.7M Buy
15,319
+1,267
+9% +$126K 1.44% 23
2020
Q1 		$1.31M Buy
14,052
+1,550
+12% +$161K 1.44% 22
2019
Q4 		$1.46M Buy
+12,502
New +$1.48M 1.31% 27

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

Sculati Wealth Management's UPS Position: Q2 2026 in Review

Sculati Wealth Management increased its United Parcel Service (UPS) stake by 0.99% in Q2 2026, buying an estimated $16.1K and bringing the position to 15,842 shares worth $1.86M. The position accounts for 0.62% of the portfolio, ranked #45.

Sculati Wealth Management first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.4M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sculati Wealth Management held 15,842 shares of United Parcel Service worth $1.86M as of Q2 2026.
  • Sculati Wealth Management bought 155 United Parcel Service shares in Q2 2026, an estimated $16.1K.
  • United Parcel Service made up 0.62% of Sculati Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Sculati Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Sculati Wealth Management's United Parcel Service position peaked at $3.4M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.