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Sound View Wealth Advisors Group’s United Parcel Service UPS Stock Holding History

Sound View Wealth Advisors Group’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
-2,422
Closed -$238K – 460
2026
Q1 		$238K Sell
2,422
-98
-4% -$10.5K 0.02% 380
2025
Q4 		$250K Sell
2,520
-239
-9% -$22.4K 0.02% 376
2025
Q3 		$230K Sell
2,759
-1,796
-39% -$163K 0.02% 397
2025
Q2 		$460K Buy
4,555
+1,039
+30% +$102K 0.03% 279
2025
Q1 		$387K Sell
3,516
-1,219
-26% -$146K 0.03% 291
2024
Q4 		$597K Buy
4,735
+1,349
+40% +$178K 0.05% 239
2024
Q3 		$462K Sell
3,386
-1,952
-37% -$256K 0.04% 264
2024
Q2 		$731K Buy
5,338
+615
+13% +$88.1K 0.08% 192
2024
Q1 		$702K Buy
4,723
+108
+2% +$16.4K 0.07% 203
2023
Q4 		$726K Buy
4,615
+308
+7% +$46.6K 0.08% 195
2023
Q3 		$671K Buy
4,307
+131
+3% +$22.6K 0.08% 187
2023
Q2 		$748K Sell
4,176
-20
-0.5% -$3.55K 0.1% 179
2023
Q1 		$814K Sell
4,196
-419
-9% -$76.9K 0.11% 169
2022
Q4 		$726K Buy
4,615
+1,791
+63% +$310K 0.08% 195
2022
Q3 		$456K Buy
2,824
+90
+3% +$17K 0.1% 173
2022
Q2 		$499K Sell
2,734
-13
-0.5% -$2.37K 0.1% 166
2022
Q1 		$589K Buy
2,747
+4
+0.1% +$850 0.11% 158
2021
Q4 		$588K Buy
2,743
+305
+13% +$62K 0.11% 164
2021
Q3 		$444K Buy
2,438
+43
+2% +$8.49K 0.09% 184
2021
Q2 		$498K Buy
2,395
+41
+2% +$8.2K 0.1% 173
2021
Q1 		$400K Buy
2,354
+75
+3% +$12.1K 0.09% 180
2020
Q4 		$384K Buy
2,279
+7
+0.3% +$1.18K 0.09% 174
2020
Q3 		$379K Buy
2,272
+54
+2% +$7.86K 0.1% 169
2020
Q2 		$247K Buy
+2,218
New +$221K 0.07% 207
2020
Q1 		– Sell
-1,967
Closed -$230K – 236
2019
Q4 		$230K Sell
1,967
-596
-23% -$70.6K 0.06% 229
2019
Q3 		$307K Sell
2,563
-333
-11% -$38.1K 0.09% 187
2019
Q2 		$299K Buy
+2,896
New +$301K 0.09% 194

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

Sound View Wealth Advisors Group's UPS Position: Q2 2026 in Review

Sound View Wealth Advisors Group sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,422 shares — an estimated $238K sold.

Sound View Wealth Advisors Group first reported a position in UPS in Q2 2019 and held it in 27 quarters. The position peaked at $814K in Q1 2023. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sound View Wealth Advisors Group reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,422 United Parcel Service shares in Q2 2026, an estimated $238K.
  • Sound View Wealth Advisors Group first reported a position in United Parcel Service in Q2 2019 and held it in 27 quarters.
  • Sound View Wealth Advisors Group's United Parcel Service position peaked at $814K in Q1 2023.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.