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Spartan Wealth Advisory Services LLC’s United Parcel Service UPS Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.11M Sell
10,325
-358
-3% -$37.2K 0.09% 157
2026
Q1 		$1.05M Buy
+10,683
New +$1.15M 0.09% 148

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's UPS Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its United Parcel Service (UPS) stake by 3.4% in Q2 2026, selling an estimated $37.2K and leaving 10,325 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #157.

Spartan Wealth Advisory Services LLC first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. 2,040 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 10,325 shares of United Parcel Service worth $1.11M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 358 United Parcel Service shares in Q2 2026, an estimated $37.2K.
  • United Parcel Service made up 0.09% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #157 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • 2,040 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.