SVB Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.09M | Buy |
10,104
+896
| +10% | +$93.1K | 0.07% | 189 |
|
|
2026
Q1 | $906K | Buy |
9,208
+2,347
| +34% | +$252K | 0.06% | 204 |
|
|
2025
Q4 | $681K | Sell |
6,861
-681
| -9% | -$63.7K | 0.04% | 247 |
|
|
2025
Q3 | $630K | Sell |
7,542
-856
| -10% | -$77.5K | 0.03% | 270 |
|
|
2025
Q2 | $848K | Buy |
+8,398
| New | +$826K | 0.05% | 244 |
|
|
2025
Q1 | – | Sell |
-15,465
| Closed | -$1.95M | – | 1784 |
|
|
2024
Q4 | $1.95M | Buy |
+15,465
| New | +$2.04M | 0.04% | 232 |
|
|
2024
Q3 | – | Sell |
-19,464
| Closed | -$2.66M | – | 577 |
|
|
2024
Q2 | $2.66M | Buy |
19,464
+845
| +5% | +$121K | 0.07% | 206 |
|
|
2024
Q1 | $2.77M | Buy |
18,619
+2,196
| +13% | +$334K | 0.06% | 216 |
|
|
2023
Q4 | $2.58M | Sell |
16,423
-1,760
| -10% | -$266K | 0.06% | 214 |
|
|
2023
Q3 | $2.83M | Sell |
18,183
-2,904
| -14% | -$501K | 0.06% | 188 |
|
|
2023
Q2 | $3.78M | Sell |
21,087
-5,732
| -21% | -$1.02M | 0.07% | 176 |
|
|
2023
Q1 | $5.2M | Sell |
26,819
-2,286
| -8% | -$419K | 0.07% | 172 |
|
|
2022
Q4 | $5.06M | Sell |
29,105
-3,490
| -11% | -$604K | 0.07% | 173 |
|
|
2022
Q3 | $5.26M | Buy |
32,595
+3,927
| +14% | +$744K | 0.08% | 165 |
|
|
2022
Q2 | $5.23M | Sell |
28,668
-613
| -2% | -$112K | 0.08% | 149 |
|
|
2022
Q1 | $6.28M | Sell |
29,281
-757
| -3% | -$161K | 0.08% | 139 |
|
|
2021
Q4 | $6.44M | Sell |
30,038
-8,765
| -23% | -$1.78M | 0.11% | 129 |
|
|
2021
Q3 | $7.07M | Sell |
38,803
-2,562
| -6% | -$506K | 0.09% | 143 |
|
|
2021
Q2 | $8.6M | Sell |
41,365
-7,472
| -15% | -$1.5M | 0.11% | 128 |
|
|
2021
Q1 | $8.3M | Sell |
48,837
-8,147
| -14% | -$1.32M | 0.12% | 122 |
|
|
2020
Q4 | $9.6M | Sell |
56,984
-52,267
| -48% | -$8.82M | 0.14% | 115 |
|
|
2020
Q3 | $18.2M | Buy |
109,251
+660
| +0.6% | +$96.1K | 0.3% | 57 |
|
|
2020
Q2 | $12.1M | Buy |
108,591
+26,482
| +32% | +$2.64M | 0.22% | 80 |
|
|
2020
Q1 | $7.67M | Buy |
82,109
+74,259
| +946% | +$7.69M | 0.19% | 87 |
|
|
2019
Q4 | $919K | Buy |
7,850
+2,088
| +36% | +$247K | 0.02% | 314 |
|
|
2019
Q3 | $690K | Sell |
5,762
-947
| -14% | -$108K | 0.01% | 324 |
|
|
2019
Q2 | $693K | Sell |
6,709
-11,132
| -62% | -$1.16M | 0.02% | 339 |
|
|
2019
Q1 | $1.99M | Sell |
17,841
-700
| -4% | -$74.2K | 0.08% | 161 |
|
|
2018
Q4 | $1.81M | Sell |
18,541
-601
| -3% | -$65.2K | 0.08% | 162 |
|
|
2018
Q3 | $2.23M | Sell |
19,142
-1,545
| -7% | -$182K | 0.08% | 163 |
|
|
2018
Q2 | $2.2M | Sell |
20,687
-2,966
| -13% | -$333K | 0.08% | 164 |
|
|
2018
Q1 | $2.48M | Sell |
23,653
-850
| -3% | -$98.2K | 0.1% | 158 |
|
|
2017
Q4 | $2.92M | Sell |
24,503
-1,269
| -5% | -$149K | 0.11% | 142 |
|
|
2017
Q3 | $3.1M | Buy |
25,772
+455
| +2% | +$51.7K | 0.12% | 138 |
|
|
2017
Q2 | $2.8M | Buy |
25,317
+754
| +3% | +$80.6K | 0.11% | 154 |
|
|
2017
Q1 | $2.63M | Sell |
24,563
-65
| -0.3% | -$7.1K | 0.11% | 157 |
|
|
2016
Q4 | $2.82M | Sell |
24,628
-839
| -3% | -$94.5K | 0.12% | 145 |
|
|
2016
Q3 | $2.79M | Sell |
25,467
-2,739
| -10% | -$299K | 0.11% | 157 |
|
|
2016
Q2 | $3.04M | Sell |
28,206
-1,322
| -4% | -$138K | 0.12% | 152 |
|
|
2016
Q1 | $3.12M | Sell |
29,528
-12,764
| -30% | -$1.24M | 0.13% | 150 |
|
|
2015
Q4 | $4.07M | Sell |
42,292
-10,491
| -20% | -$1.07M | 0.16% | 136 |
|
|
2015
Q3 | $5.21M | Sell |
52,783
-32,722
| -38% | -$3.23M | 0.2% | 123 |
|
|
2015
Q2 | $8.29M | Sell |
85,505
-44,622
| -34% | -$4.43M | 0.27% | 96 |
|
|
2015
Q1 | $12.6M | Sell |
130,127
-5,886
| -4% | -$604K | 0.41% | 74 |
|
|
2014
Q4 | $15.1M | Buy |
+136,013
| New | +$14.4M | 0.49% | 68 |
|
Other funds holding UPS
SVB Wealth's UPS Position: Q2 2026 in Review
SVB Wealth increased its United Parcel Service (UPS) stake by 9.7% in Q2 2026, buying an estimated $93.1K and bringing the position to 10,104 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #189.
SVB Wealth first reported a position in UPS in Q4 2014 and has held it in 45 quarters since. The position peaked at $18.2M in Q3 2020. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- SVB Wealth held 10,104 shares of United Parcel Service worth $1.09M as of Q2 2026.
- SVB Wealth bought 896 United Parcel Service shares in Q2 2026, an estimated $93.1K.
- United Parcel Service made up 0.07% of SVB Wealth's portfolio in Q2 2026, its #189 holding.
- SVB Wealth first reported a position in United Parcel Service in Q4 2014 and has held it in 45 quarters since.
- SVB Wealth's United Parcel Service position peaked at $18.2M in Q3 2020.
- 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.