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

SIMA 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 		– Sell
-112
Closed -$11K – 131
2026
Q1 		$11K Hold
112
– – 0.01% 110
2025
Q4 		$11.1K Sell
112
-22
-16% -$2.06K 0.01% 113
2025
Q3 		$11.2K Buy
134
+22
+20% +$1.99K 0.01% 120
2025
Q2 		$11.3K Sell
112
-130
-54% -$12.8K 0.01% 116
2025
Q1 		$26.6K Sell
242
-32
-12% -$3.83K 0.02% 109
2024
Q4 		$34.6K Buy
274
+32
+13% +$4.21K 0.03% 100
2024
Q3 		$33K Hold
242
– – 0.03% 93
2024
Q2 		$33.1K Buy
+242
New +$34.6K 0.03% 92

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

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

SIMA Wealth Partners sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 112 shares — an estimated $11K sold.

SIMA Wealth Partners first reported a position in UPS in Q2 2024 and held it in 8 quarters. The position peaked at $34.6K in Q4 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • SIMA Wealth Partners reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • SIMA Wealth Partners sold 112 United Parcel Service shares in Q2 2026, an estimated $11K.
  • SIMA Wealth Partners first reported a position in United Parcel Service in Q2 2024 and held it in 8 quarters.
  • SIMA Wealth Partners's United Parcel Service position peaked at $34.6K in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.