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TD Private Client Wealth’s United Parcel Service UPS Stock Holding History

TD Private Client 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 		$820K Buy
7,625
+202
+3% +$21K 0.02% 402
2026
Q1 		$730K Buy
7,423
+2,055
+38% +$220K 0.02% 421
2025
Q4 		$532K Sell
5,368
-2,031
-27% -$190K 0.01% 472
2025
Q3 		$618K Sell
7,399
-25,965
-78% -$2.35M 0.01% 445
2025
Q2 		$3.37M Buy
33,364
+1,407
+4% +$138K 0.08% 172
2025
Q1 		$3.51M Buy
31,957
+18,788
+143% +$2.25M 0.1% 148
2024
Q4 		$1.66M Sell
13,169
-3,643
-22% -$479K 0.05% 260
2024
Q3 		$2.29M Sell
16,812
-2,351
-12% -$309K 0.07% 221
2024
Q2 		$2.62M Buy
19,163
+750
+4% +$107K 0.08% 185
2024
Q1 		$2.74M Sell
18,413
-1,770
-9% -$269K 0.09% 178
2023
Q4 		$3.18M Sell
20,183
-3,719
-16% -$562K 0.11% 149
2023
Q3 		$3.73M Sell
23,902
-4,714
-16% -$814K 0.16% 132
2023
Q2 		$5.13M Sell
28,616
-9,165
-24% -$1.63M 0.22% 99
2023
Q1 		$7.33M Buy
37,781
+9,723
+35% +$1.78M 0.33% 57
2022
Q4 		$4.88M Buy
28,058
+3,160
+13% +$547K 0.23% 101
2022
Q3 		$4.02M Buy
24,898
+8,987
+56% +$1.7M 0.21% 110
2022
Q2 		$2.9M Buy
15,911
+4,100
+35% +$748K 0.14% 152
2022
Q1 		$2.53M Buy
11,811
+501
+4% +$106K 0.11% 194
2021
Q4 		$2.42M Sell
11,310
-521
-4% -$106K 0.1% 204
2021
Q3 		$2.15M Sell
11,831
-12,052
-50% -$2.38M 0.09% 220
2021
Q2 		$4.97M Sell
23,883
-153
-0.6% -$30.6K 0.21% 100
2021
Q1 		$4.09M Sell
24,036
-1,748
-7% -$283K 0.19% 125
2020
Q4 		$4.34M Sell
25,784
-24,646
-49% -$4.16M 0.22% 104
2020
Q3 		$8.4M Sell
50,430
-18,832
-27% -$2.74M 0.47% 48
2020
Q2 		$7.7M Sell
69,262
-1,150
-2% -$115K 0.45% 49
2020
Q1 		$6.58M Sell
70,412
-1,866
-3% -$193K 0.47% 51
2019
Q4 		$8.46M Buy
+72,278
New +$8.56M 0.51% 46

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

TD Private Client Wealth's UPS Position: Q2 2026 in Review

TD Private Client Wealth increased its United Parcel Service (UPS) stake by 2.7% in Q2 2026, buying an estimated $21K and bringing the position to 7,625 shares worth $820K. The position accounts for 0.02% of the portfolio, ranked #402.

TD Private Client Wealth first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.46M in Q4 2019. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • TD Private Client Wealth held 7,625 shares of United Parcel Service worth $820K as of Q2 2026.
  • TD Private Client Wealth bought 202 United Parcel Service shares in Q2 2026, an estimated $21K.
  • United Parcel Service made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #402 holding.
  • TD Private Client Wealth first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's United Parcel Service position peaked at $8.46M in Q4 2019.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.