SW
UPS icon

SkyOak Wealth’s United Parcel Service UPS Stock Holding History

SkyOak Wealth’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 		$427K Sell
3,974
-562
-12% -$58.4K 0.07% 147
2026
Q1 		$446K Buy
4,536
+33
+0.7% +$3.54K 0.08% 139
2025
Q4 		$447K Buy
4,503
+257
+6% +$24K 0.08% 138
2025
Q3 		$355K Sell
4,246
-19,155
-82% -$1.73M 0.07% 168
2025
Q2 		$2.36M Buy
23,401
+3,417
+17% +$336K 0.47% 56
2025
Q1 		$2.2M Buy
19,984
+895
+5% +$107K 0.48% 53
2024
Q4 		$2.41M Buy
19,089
+1,990
+12% +$262K 0.51% 56
2024
Q3 		$2.33M Buy
17,099
+113
+0.7% +$14.8K 0.52% 56
2024
Q2 		$2.32M Buy
16,986
+1,267
+8% +$181K 0.54% 48
2024
Q1 		$2.34M Buy
15,719
+846
+6% +$129K 0.56% 49
2023
Q4 		$2.34M Buy
14,873
+438
+3% +$66.2K 0.61% 42
2023
Q3 		$2.25M Buy
14,435
+283
+2% +$48.8K 0.66% 40
2023
Q2 		$2.54M Buy
14,152
+1,286
+10% +$228K 0.72% 38
2023
Q1 		$2.5M Sell
12,866
-572
-4% -$105K 0.76% 34
2022
Q4 		$2.34M Sell
13,438
-109
-0.8% -$18.9K 0.79% 34
2022
Q3 		$2.19M Buy
13,547
+60
+0.4% +$11.4K 0.78% 36
2022
Q2 		$2.46M Buy
13,487
+149
+1% +$27.2K 0.84% 34
2022
Q1 		$2.86M Sell
13,338
-649
-5% -$138K 0.79% 37
2021
Q4 		$3M Buy
13,987
+126
+0.9% +$25.6K 0.76% 38
2021
Q3 		$2.52M Sell
13,861
-9
-0.1% -$1.78K 0.68% 43
2021
Q2 		$2.88M Sell
13,870
-440
-3% -$88K 0.77% 33
2021
Q1 		$2.84M Sell
14,310
-526
-4% -$85.1K 0.79% 34
2020
Q4 		$2.5M Buy
14,836
+98
+0.7% +$16.5K 0.78% 41
2020
Q3 		$2.46M Sell
14,738
-1,192
-7% -$174K 0.88% 32
2020
Q2 		$1.77M Buy
+15,930
New +$1.59M 0.65% 42

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

SkyOak Wealth's UPS Position: Q2 2026 in Review

SkyOak Wealth reduced its United Parcel Service (UPS) stake by 12% in Q2 2026, selling an estimated $58.4K and leaving 3,974 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #147.

SkyOak Wealth first reported a position in UPS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • SkyOak Wealth held 3,974 shares of United Parcel Service worth $427K as of Q2 2026.
  • SkyOak Wealth sold 562 United Parcel Service shares in Q2 2026, an estimated $58.4K.
  • United Parcel Service made up 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #147 holding.
  • SkyOak Wealth first reported a position in United Parcel Service in Q2 2020 and has held it in 25 quarters since.
  • SkyOak Wealth's United Parcel Service position peaked at $3M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.