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Visionary Wealth Advisors’s United Parcel Service UPS Stock Holding History

Visionary Wealth Advisors’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 		$2.69M Sell
25,024
-369
-1% -$38.4K 0.11% 178
2026
Q1 		$2.5M Buy
25,393
+16,310
+180% +$1.75M 0.11% 179
2025
Q4 		$901K Sell
9,083
-80,383
-90% -$7.52M 0.04% 291
2025
Q3 		$7.47M Buy
89,466
+18,273
+26% +$1.66M 0.35% 79
2025
Q2 		$7.19M Buy
71,193
+6,659
+10% +$655K 0.37% 78
2025
Q1 		$7.1M Buy
64,534
+4,401
+7% +$526K 0.43% 72
2024
Q4 		$7.58M Sell
60,133
-20,118
-25% -$2.65M 0.44% 66
2024
Q3 		$10.9M Buy
80,251
+17,998
+29% +$2.36M 0.67% 37
2024
Q2 		$8.52M Buy
62,253
+1,924
+3% +$275K 0.56% 50
2024
Q1 		$8.97M Buy
60,329
+9,229
+18% +$1.4M 0.61% 43
2023
Q4 		$8.03M Buy
51,100
+1,576
+3% +$238K 0.59% 42
2023
Q3 		$7.72M Buy
49,524
+324
+0.7% +$55.9K 0.63% 40
2023
Q2 		$8.82M Buy
49,200
+1,145
+2% +$203K 0.71% 33
2023
Q1 		$9.32M Buy
48,055
+1,504
+3% +$276K 0.79% 29
2022
Q4 		$8.09M Buy
46,551
+2,525
+6% +$437K 0.75% 34
2022
Q3 		$7.11M Buy
44,026
+2,317
+6% +$439K 0.74% 34
2022
Q2 		$7.61M Buy
41,709
+3,078
+8% +$561K 0.68% 36
2022
Q1 		$8.29M Buy
38,631
+3,181
+9% +$676K 0.67% 36
2021
Q4 		$7.6M Buy
35,450
+699
+2% +$142K 0.62% 38
2021
Q3 		$6.33M Sell
34,751
-1,458
-4% -$288K 0.65% 39
2021
Q2 		$7.53M Sell
36,209
-59
-0.2% -$11.8K 0.76% 35
2021
Q1 		$6.17M Sell
36,268
-2,768
-7% -$448K 0.65% 40
2020
Q4 		$6.57M Buy
39,036
+636
+2% +$107K 0.74% 35
2020
Q3 		$6.4M Sell
38,400
-2,697
-7% -$393K 0.9% 33
2020
Q2 		$4.57M Buy
41,097
+2,474
+6% +$247K 0.7% 38
2020
Q1 		$3.61M Buy
38,623
+2,674
+7% +$277K 0.68% 49
2019
Q4 		$4.21M Buy
+35,949
New +$4.26M 0.75% 42

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

Visionary Wealth Advisors's UPS Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its United Parcel Service (UPS) stake by 1.5% in Q2 2026, selling an estimated $38.4K and leaving 25,024 shares worth $2.69M. The position accounts for 0.11% of the portfolio, ranked #178.

Visionary Wealth Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q3 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Visionary Wealth Advisors held 25,024 shares of United Parcel Service worth $2.69M as of Q2 2026.
  • Visionary Wealth Advisors sold 369 United Parcel Service shares in Q2 2026, an estimated $38.4K.
  • United Parcel Service made up 0.11% of Visionary Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Visionary Wealth Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's United Parcel Service position peaked at $10.9M in Q3 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.