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Spurstone Advisory Services’s United Parcel Service UPS Stock Holding History

Spurstone Advisory Services’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 		$349K Sell
3,182
-510
-14% -$53K 4.76% 9
2026
Q1 		$363K Sell
3,692
-50
-1% -$5.36K 6.22% 7
2025
Q4 		$371K Buy
3,742
+100
+3% +$9.35K 5.84% 6
2025
Q3 		$304K Hold
3,642
– – 4.36% 7
2025
Q2 		$368K Hold
3,642
– – 5.57% 5
2025
Q1 		$401K Buy
3,642
+2,189
+151% +$262K 7.79% 3
2024
Q4 		$183K Buy
+1,453
New +$191K 3.49% 9

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

Spurstone Advisory Services's UPS Position: Q2 2026 in Review

Spurstone Advisory Services reduced its United Parcel Service (UPS) stake by 14% in Q2 2026, selling an estimated $53K and leaving 3,182 shares worth $349K. The position accounts for 4.76% of the portfolio, ranked #9.

Spurstone Advisory Services first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Spurstone Advisory Services held 3,182 shares of United Parcel Service worth $349K as of Q2 2026.
  • Spurstone Advisory Services sold 510 United Parcel Service shares in Q2 2026, an estimated $53K.
  • United Parcel Service made up 4.76% of Spurstone Advisory Services's portfolio in Q2 2026, its #9 holding.
  • Spurstone Advisory Services first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Spurstone Advisory Services's United Parcel Service position peaked at $401K in Q1 2025.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.