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WealthShield Partners’s United Parcel Service UPS Stock Holding History

WealthShield Partners’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 		$2.11M Sell
19,669
-5,398
-22% -$561K 0.32% 90
2026
Q1 		$2.47M Buy
25,067
+1,287
+5% +$138K 0.27% 107
2025
Q4 		$2.36M Buy
23,780
+20,359
+595% +$1.9M 0.26% 104
2025
Q3 		$286K Sell
3,421
-158
-4% -$14.3K 0.03% 285
2025
Q2 		$361K Sell
3,579
-372
-9% -$36.6K 0.04% 261
2025
Q1 		$435K Buy
3,951
+1,277
+48% +$153K 0.06% 233
2024
Q4 		$337K Sell
2,674
-839
-24% -$110K 0.05% 235
2024
Q3 		$479K Buy
3,513
+1,258
+56% +$165K 0.06% 215
2024
Q2 		$309K Buy
2,255
+187
+9% +$26.8K 0.05% 237
2024
Q1 		$307K Sell
2,068
-855
-29% -$130K 0.05% 234
2023
Q4 		$460K Buy
2,923
+186
+7% +$28.1K 0.08% 206
2023
Q3 		$427K Hold
2,737
– – 0.06% 218
2023
Q2 		$491K Sell
2,737
-18
-0.7% -$3.2K 0.07% 207
2023
Q1 		$534K Sell
2,755
-168
-6% -$30.8K 0.09% 199
2022
Q4 		$508K Buy
2,923
+15
+0.5% +$2.6K 0.1% 191
2022
Q3 		$470K Buy
2,908
+3
+0.1% +$568 0.09% 200
2022
Q2 		$530K Buy
2,905
+3
+0.1% +$547 0.11% 191
2022
Q1 		$622K Buy
2,902
+356
+14% +$75.6K 0.1% 206
2021
Q4 		$546K Buy
2,546
+672
+36% +$137K 0.09% 183
2021
Q3 		$342K Sell
1,874
-196
-9% -$38.7K 0.09% 179
2021
Q2 		$430K Buy
2,070
+18
+0.9% +$3.6K 0.07% 172
2021
Q1 		$349K Sell
2,052
-282
-12% -$45.6K 0.06% 186
2020
Q4 		$394K Buy
2,334
+409
+21% +$69K 0.07% 203
2020
Q3 		$321K Sell
1,925
-166
-8% -$24.2K 0.11% 184
2020
Q2 		$232K Buy
+2,091
New +$209K 0.11% 185

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

WealthShield Partners's UPS Position: Q2 2026 in Review

WealthShield Partners reduced its United Parcel Service (UPS) stake by 22% in Q2 2026, selling an estimated $561K and leaving 19,669 shares worth $2.11M. The position accounts for 0.32% of the portfolio, ranked #90.

WealthShield Partners first reported a position in UPS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.47M in Q1 2026. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • WealthShield Partners held 19,669 shares of United Parcel Service worth $2.11M as of Q2 2026.
  • WealthShield Partners sold 5,398 United Parcel Service shares in Q2 2026, an estimated $561K.
  • United Parcel Service made up 0.32% of WealthShield Partners's portfolio in Q2 2026, its #90 holding.
  • WealthShield Partners first reported a position in United Parcel Service in Q2 2020 and has held it in 25 quarters since.
  • WealthShield Partners's United Parcel Service position peaked at $2.47M in Q1 2026.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.