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Sheets Smith Wealth Management’s United Parcel Service UPS Stock Holding History

Sheets Smith 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 		$236K Buy
2,198
+30
+1% +$3.12K 0.02% 377
2026
Q1 		$213K Buy
+2,168
New +$233K 0.02% 378
2025
Q3 		– Sell
-2,450
Closed -$247K – 428
2025
Q2 		$247K Buy
2,450
+20
+0.8% +$1.97K 0.03% 365
2025
Q1 		$267K Hold
2,430
– – 0.03% 312
2024
Q4 		$306K Buy
2,430
+602
+33% +$79.2K 0.04% 313
2024
Q3 		$249K Sell
1,828
-16,600
-90% -$2.18M 0.03% 339
2024
Q2 		$2.52M Sell
18,428
-875
-5% -$125K 0.3% 81
2024
Q1 		$2.87M Sell
19,303
-2,285
-11% -$347K 0.32% 75
2023
Q4 		$3.39M Sell
21,588
-300
-1% -$45.4K 0.48% 55
2023
Q3 		$3.41M Sell
21,888
-407
-2% -$70.3K 0.52% 51
2023
Q2 		$4M Buy
22,295
+54
+0.2% +$9.59K 0.58% 44
2023
Q1 		$4.31M Buy
22,241
+3
+0% +$550 0.66% 39
2022
Q4 		$3.87M Buy
22,238
+300
+1% +$51.9K 0.61% 43
2022
Q3 		$3.54M Buy
21,938
+600
+3% +$114K 0.59% 43
2022
Q2 		$3.9M Sell
21,338
-1,000
-4% -$182K 0.64% 42
2022
Q1 		$4.79M Buy
22,338
+3
+0% +$637 0.66% 38
2021
Q4 		$4.79M Hold
22,335
– – 0.59% 44
2021
Q3 		$4.07M Sell
22,335
-221
-1% -$43.6K 0.55% 46
2021
Q2 		$4.69M Sell
22,556
-200
-0.9% -$40K 0.63% 41
2021
Q1 		$3.87M Buy
22,756
+58
+0.3% +$9.38K 0.57% 47
2020
Q4 		$3.82M Buy
22,698
+40
+0.2% +$6.75K 0.58% 43
2020
Q3 		$3.78M Buy
22,658
+5,276
+30% +$768K 0.66% 41
2020
Q2 		$1.93M Buy
+17,382
New +$1.74M 0.39% 70

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

Sheets Smith Wealth Management's UPS Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its United Parcel Service (UPS) stake by 1.4% in Q2 2026, buying an estimated $3.12K and bringing the position to 2,198 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #377.

Sheets Smith Wealth Management first reported a position in UPS in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.79M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sheets Smith Wealth Management held 2,198 shares of United Parcel Service worth $236K as of Q2 2026.
  • Sheets Smith Wealth Management bought 30 United Parcel Service shares in Q2 2026, an estimated $3.12K.
  • United Parcel Service made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Sheets Smith Wealth Management first reported a position in United Parcel Service in Q2 2020 and has held it in 23 quarters since.
  • Sheets Smith Wealth Management's United Parcel Service position peaked at $4.79M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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