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Wealth Advisory Solutions’s United Parcel Service UPS Stock Holding History

Wealth Advisory Solutions’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 		$362K Sell
3,366
-135
-4% -$14K 0.07% 110
2026
Q1 		$344K Sell
3,501
-238
-6% -$25.5K 0.08% 106
2025
Q4 		$371K Sell
3,739
-1,424
-28% -$133K 0.09% 104
2025
Q3 		$431K Buy
5,163
+118
+2% +$10.7K 0.1% 99
2025
Q2 		$509K Buy
5,045
+5
+0.1% +$492 0.13% 90
2025
Q1 		$554K Buy
5,040
+16
+0.3% +$1.91K 0.15% 84
2024
Q4 		$634K Sell
5,024
-435
-8% -$57.3K 0.18% 71
2024
Q3 		$744K Buy
5,459
+2,519
+86% +$331K 0.2% 69
2024
Q2 		$402K Buy
2,940
+446
+18% +$63.9K 0.11% 90
2024
Q1 		$371K Sell
2,494
-1,362
-35% -$207K 0.1% 96
2023
Q4 		$606K Sell
3,856
-3,948
-51% -$597K 0.21% 51
2023
Q3 		$1.22M Buy
+7,804
New +$1.35M 0.24% 64
2023
Q2 		– Sell
-3,920
Closed -$760K – 133
2023
Q1 		$760K Sell
3,920
-19,636
-83% -$3.6M 0.2% 78
2022
Q4 		$4.09M Buy
23,556
+759
+3% +$131K 1.1% 24
2022
Q3 		$3.68M Sell
22,797
-359
-2% -$68K 1.02% 28
2022
Q2 		$4.23M Buy
23,156
+19,136
+476% +$3.49M 1.04% 29
2022
Q1 		$862K Buy
+4,020
New +$854K 0.18% 86
2021
Q3 		$704K Sell
3,865
-9,778
-72% -$1.93M 0.16% 97
2021
Q2 		$2.84M Sell
13,643
-11,740
-46% -$2.35M 0.67% 47
2021
Q1 		$4M Sell
25,383
-41
-0.2% -$6.63K 0.83% 39
2020
Q4 		$4.28M Sell
25,424
-183
-0.7% -$30.9K 1.16% 31
2020
Q3 		$4.27M Sell
25,607
-22,347
-47% -$3.25M 1.13% 28
2020
Q2 		$5.33M Sell
47,954
-924
-2% -$92.2K 1.48% 17
2020
Q1 		$4.57M Buy
48,878
+12,768
+35% +$1.32M 1.55% 15
2019
Q4 		$4.23M Buy
+36,110
New +$4.27M 1.11% 25

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

Wealth Advisory Solutions's UPS Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its United Parcel Service (UPS) stake by 3.9% in Q2 2026, selling an estimated $14K and leaving 3,366 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #110.

Wealth Advisory Solutions first reported a position in UPS in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.33M in Q2 2020. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wealth Advisory Solutions held 3,366 shares of United Parcel Service worth $362K as of Q2 2026.
  • Wealth Advisory Solutions sold 135 United Parcel Service shares in Q2 2026, an estimated $14K.
  • United Parcel Service made up 0.07% of Wealth Advisory Solutions's portfolio in Q2 2026, its #110 holding.
  • Wealth Advisory Solutions first reported a position in United Parcel Service in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's United Parcel Service position peaked at $5.33M in Q2 2020.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.