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Western Wealth Management’s United Parcel Service UPS Stock Holding History

Western Wealth Management’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 		$893K Sell
8,308
-1,891
-19% -$197K 0.03% 510
2026
Q1 		$1M Sell
10,199
-10
-0.1% -$1.07K 0.04% 439
2025
Q4 		$1.01M Sell
10,209
-139
-1% -$13K 0.05% 346
2025
Q3 		$864K Sell
10,348
-253
-2% -$22.9K 0.05% 332
2025
Q2 		$1.07M Buy
10,601
+1,786
+20% +$176K 0.06% 258
2025
Q1 		$970K Sell
8,815
-357
-4% -$42.7K 0.06% 261
2024
Q4 		$1.16M Buy
9,172
+379
+4% +$49.9K 0.06% 280
2024
Q3 		$1.2M Buy
8,793
+425
+5% +$55.8K 0.07% 282
2024
Q2 		$1.15M Buy
8,368
+471
+6% +$67.4K 0.08% 206
2024
Q1 		$1.17M Buy
7,897
+951
+14% +$145K 0.09% 205
2023
Q4 		$1.09M Sell
6,946
-5
-0.1% -$756 0.08% 259
2023
Q3 		$1.08M Buy
6,951
+296
+4% +$51.1K 0.09% 227
2023
Q2 		$1.19M Sell
6,655
-181
-3% -$32.1K 0.1% 208
2023
Q1 		$1.33M Buy
6,836
+20
+0.3% +$3.67K 0.12% 181
2022
Q4 		$1.19M Sell
6,816
-960
-12% -$166K 0.12% 188
2022
Q3 		$1.25M Buy
7,776
+1,616
+26% +$306K 0.07% 261
2022
Q2 		$1.13M Sell
6,160
-8,364
-58% -$1.53M 0.06% 281
2022
Q1 		$3.12M Buy
14,524
+11,305
+351% +$2.4M 0.15% 144
2021
Q4 		$696K Buy
+3,219
New +$655K 0.07% 265
2021
Q2 		$495K Buy
2,390
+2
+0.1% +$400 0.05% 361
2021
Q1 		$406K Sell
2,388
-30
-1% -$4.85K 0.05% 330
2020
Q4 		$407K Sell
2,418
-307
-11% -$51.8K 0.06% 294
2020
Q3 		$455K Sell
2,725
-399
-13% -$58.1K 0.07% 255
2020
Q2 		$348K Sell
3,124
-670
-18% -$66.9K 0.06% 285
2020
Q1 		$351K Buy
3,794
+1,770
+87% +$183K 0.08% 241
2019
Q4 		$237K Buy
2,024
+130
+7% +$15.4K 0.04% 357
2019
Q3 		$229K Sell
1,894
-128
-6% -$14.6K 0.05% 351
2019
Q2 		$208K Buy
2,022
+101
+5% +$10.5K 0.03% 383
2019
Q1 		$215K Sell
1,921
-202
-10% -$21.4K 0.05% 352
2018
Q4 		$207K Buy
+2,123
New +$230K 0.06% 323

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

Western Wealth Management's UPS Position: Q2 2026 in Review

Western Wealth Management reduced its United Parcel Service (UPS) stake by 19% in Q2 2026, selling an estimated $197K and leaving 8,308 shares worth $893K. The position accounts for 0.03% of the portfolio, ranked #510.

Western Wealth Management first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.12M in Q1 2022. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Western Wealth Management held 8,308 shares of United Parcel Service worth $893K as of Q2 2026.
  • Western Wealth Management sold 1,891 United Parcel Service shares in Q2 2026, an estimated $197K.
  • United Parcel Service made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Western Wealth Management first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's United Parcel Service position peaked at $3.12M in Q1 2022.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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