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

Wealth Preservation 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 		– Sell
-59
Closed -$5.8K – 899
2026
Q1 		$5.8K Buy
59
+35
+146% +$3.75K ﹤0.01% 477
2025
Q4 		$2.38K Hold
24
– – ﹤0.01% 496
2025
Q3 		$2K Sell
24
-33
-58% -$2.99K ﹤0.01% 494
2025
Q2 		$5.75K Sell
57
-13
-19% -$1.28K ﹤0.01% 346
2025
Q1 		$7.7K Buy
+70
New +$8.37K 0.01% 333

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 Preservation Advisors's UPS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 59 shares — an estimated $5.8K sold.

Wealth Preservation Advisors first reported a position in UPS in Q1 2025 and held it in 5 quarters. The position peaked at $7.7K in Q1 2025. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 59 United Parcel Service shares in Q2 2026, an estimated $5.8K.
  • Wealth Preservation Advisors first reported a position in United Parcel Service in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's United Parcel Service position peaked at $7.7K in Q1 2025.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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