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

Silverlake 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 		$478K Sell
4,450
-144
-3% -$15K 0.09% 228
2026
Q1 		$452K Buy
4,594
+145
+3% +$15.6K 0.09% 228
2025
Q4 		$441K Sell
4,449
-19
-0.4% -$1.78K 0.1% 213
2025
Q3 		$373K Buy
4,468
+403
+10% +$36.5K 0.09% 222
2025
Q2 		$410K Buy
4,065
+1,398
+52% +$138K 0.12% 196
2025
Q1 		$293K Buy
2,667
+11
+0.4% +$1.31K 0.11% 193
2024
Q4 		$335K Sell
2,656
-166
-6% -$21.8K 0.13% 174
2024
Q3 		$385K Buy
2,822
+10
+0.4% +$1.31K 0.15% 169
2024
Q2 		$385K Sell
2,812
-102
-4% -$14.6K 0.16% 162
2024
Q1 		$433K Buy
2,914
+183
+7% +$27.8K 0.22% 121
2023
Q4 		$429K Buy
2,731
+208
+8% +$31.4K 0.24% 109
2023
Q3 		$393K Buy
2,523
+87
+4% +$15K 0.22% 126
2023
Q2 		$437K Buy
2,436
+6
+0.2% +$1.06K 0.24% 100
2023
Q1 		$471K Buy
2,430
+2
+0.1% +$367 0.29% 86
2022
Q4 		$422K Buy
2,428
+13
+0.5% +$2.25K 0.26% 94
2022
Q3 		$390K Sell
2,415
-4
-0.2% -$757 0.26% 97
2022
Q2 		$442K Buy
2,419
+116
+5% +$21.2K 0.29% 86
2022
Q1 		$494K Sell
2,303
-228
-9% -$48.4K 0.28% 90
2021
Q4 		$542K Buy
+2,531
New +$515K 0.29% 90

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

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

Silverlake Wealth Management reduced its United Parcel Service (UPS) stake by 3.1% in Q2 2026, selling an estimated $15K and leaving 4,450 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #228.

Silverlake Wealth Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $542K in Q4 2021. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Silverlake Wealth Management held 4,450 shares of United Parcel Service worth $478K as of Q2 2026.
  • Silverlake Wealth Management sold 144 United Parcel Service shares in Q2 2026, an estimated $15K.
  • United Parcel Service made up 0.09% of Silverlake Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Silverlake Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's United Parcel Service position peaked at $542K in Q4 2021.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.