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Vance Wealth’s United Parcel Service UPS Stock Holding History

Vance 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 		$363K Buy
3,377
+215
+7% +$22.4K 0.08% 98
2026
Q1 		$311K Buy
3,162
+260
+9% +$27.9K 0.09% 95
2025
Q4 		$288K Buy
2,902
+29
+1% +$2.71K 0.09% 99
2025
Q3 		$240K Sell
2,873
-16
-0.6% -$1.45K 0.07% 104
2025
Q2 		$292K Buy
2,889
+74
+3% +$7.28K 0.1% 92
2025
Q1 		$310K Sell
2,815
-178
-6% -$21.3K 0.12% 85
2024
Q4 		$377K Buy
2,993
+33
+1% +$4.34K 0.15% 67
2024
Q3 		$404K Sell
2,960
-10
-0.3% -$1.31K 0.15% 65
2024
Q2 		$406K Sell
2,970
-1
-0% -$143 0.17% 62
2024
Q1 		$442K Buy
2,971
+20
+0.7% +$3.04K 0.18% 54
2023
Q4 		$464K Buy
2,951
+2
+0.1% +$302 0.2% 49
2023
Q3 		$460K Hold
2,949
– – 0.22% 48
2023
Q2 		$529K Hold
2,949
– – 0.24% 43
2023
Q1 		$572K Buy
2,949
+33
+1% +$6.05K 0.31% 41
2022
Q4 		$507K Hold
2,916
– – 0.32% 38
2022
Q3 		$471K Buy
2,916
+136
+5% +$25.8K 0.36% 33
2022
Q2 		$507K Hold
2,780
– – 0.39% 30
2022
Q1 		$596K Sell
2,780
-95
-3% -$20.2K 0.75% 22
2021
Q4 		$616K Buy
+2,875
New +$585K 0.6% 17

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

Vance Wealth's UPS Position: Q2 2026 in Review

Vance Wealth increased its United Parcel Service (UPS) stake by 6.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 3,377 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #98.

Vance Wealth first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $616K in Q4 2021. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Vance Wealth held 3,377 shares of United Parcel Service worth $363K as of Q2 2026.
  • Vance Wealth bought 215 United Parcel Service shares in Q2 2026, an estimated $22.4K.
  • United Parcel Service made up 0.08% of Vance Wealth's portfolio in Q2 2026, its #98 holding.
  • Vance Wealth first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's United Parcel Service position peaked at $616K in Q4 2021.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.