ViaWealth’s United Parcel Service UPS Stock Holding History

ViaWealth’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	$287K	Buy	+2,666	New	+$277K	0.14%	146
2025 Q2	–	Sell	-2,626	Closed	-$289K	–	153
2025 Q1	$289K	Sell	2,626 -550	-17%	-$65.8K	0.18%	130
2024 Q4	$400K	Sell	3,176 -346	-10%	-$45.5K	0.24%	115
2024 Q3	$480K	Hold	3,522	–	–	0.28%	108
2024 Q2	$482K	Buy	3,522 +213	+6%	+$30.5K	0.3%	103
2024 Q1	$492K	Hold	3,309	–	–	0.31%	103
2023 Q4	$520K	Hold	3,309	–	–	0.36%	95
2023 Q3	$516K	Buy	3,309 +1	+0%	+$173	0.38%	88
2023 Q2	$593K	Hold	3,308	–	–	0.44%	76
2023 Q1	$642K	Hold	3,308	–	–	0.51%	67
2022 Q4	$601K	Buy	+3,308	New	+$573K	0.49%	74

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ViaWealth's UPS Position: Q2 2026 in Review

ViaWealth opened a new position in United Parcel Service (UPS) in Q2 2026: 2,666 shares worth $287K. The stake represents 0.14% of the portfolio and ranks #146 among its holdings. This is a return to the name: ViaWealth previously reported a position in UPS as recently as Q1 2025.

ViaWealth first reported a position in UPS in Q4 2022 and has held it in 11 quarters since. The position peaked at $642K in Q1 2023. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

ViaWealth held 2,666 shares of United Parcel Service worth $287K as of Q2 2026.
United Parcel Service was a new ViaWealth position in Q2 2026.
United Parcel Service made up 0.14% of ViaWealth's portfolio in Q2 2026, its #146 holding.
ViaWealth first reported a position in United Parcel Service in Q4 2022 and has held it in 11 quarters since.
ViaWealth's United Parcel Service position peaked at $642K in Q1 2023.
2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.