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Waypoint Wealth Counsel’s United Parcel Service UPS Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-2,709
Closed -$267K – 236
2026
Q1 		$267K Sell
2,709
-1,932
-42% -$207K 0.14% 167
2025
Q4 		$460K Buy
4,641
+1,766
+61% +$165K 0.17% 117
2025
Q3 		$240K Buy
2,875
+68
+2% +$6.16K 0.09% 210
2025
Q2 		$283K Sell
2,807
-144
-5% -$14.2K 0.14% 128
2025
Q1 		$325K Buy
2,951
+609
+26% +$72.8K 0.2% 69
2024
Q4 		$295K Sell
2,342
-64
-3% -$8.42K 0.19% 72
2024
Q3 		$328K Buy
2,406
+47
+2% +$6.17K 0.22% 67
2024
Q2 		$323K Sell
2,359
-41
-2% -$5.87K 0.25% 58
2024
Q1 		$357K Sell
2,400
-20
-0.8% -$3.04K 0.28% 59
2023
Q4 		$381K Sell
2,420
-308
-11% -$46.6K 0.32% 55
2023
Q3 		$425K Sell
2,728
-35
-1% -$6.04K 0.4% 47
2023
Q2 		$495K Buy
2,763
+26
+0.9% +$4.62K 0.44% 43
2023
Q1 		$531K Buy
2,737
+50
+2% +$9.17K 0.41% 49
2022
Q4 		$467K Buy
+2,687
New +$465K 0.38% 53

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

Waypoint Wealth Counsel's UPS Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,709 shares — an estimated $267K sold.

Waypoint Wealth Counsel first reported a position in UPS in Q4 2022 and held it in 14 quarters. The position peaked at $531K in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,709 United Parcel Service shares in Q2 2026, an estimated $267K.
  • Waypoint Wealth Counsel first reported a position in United Parcel Service in Q4 2022 and held it in 14 quarters.
  • Waypoint Wealth Counsel's United Parcel Service position peaked at $531K in Q1 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.