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Westshore Wealth’s United Parcel Service UPS Stock Holding History

Westshore Wealth’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 		$9.8M Buy
91,149
+56
+0.1% +$5.82K 3.04% 8
2026
Q1 		$8.96M Buy
91,093
+1
+0% +$107 3.14% 9
2025
Q4 		$9.04M Sell
91,092
-26
-0% -$2.43K 2.99% 9
2025
Q3 		$7.61M Sell
91,118
-152
-0.2% -$13.8K 2.6% 10
2025
Q2 		$9.21M Hold
91,270
– – 3.53% 6
2025
Q1 		$10M Buy
91,270
+1
+0% +$120 4.25% 6
2024
Q4 		$11.5M Hold
91,269
– – 4.66% 6
2024
Q3 		$12.4M Sell
91,269
-73,755
-45% -$9.68M 5.09% 6
2024
Q2 		$22.6M Hold
165,024
– – 9.38% 2
2024
Q1 		$24.5M Hold
165,024
– – 10.2% 2
2023
Q4 		$25.9M Buy
165,024
+1
+0% +$151 11.97% 2
2023
Q3 		$25.7M Hold
165,023
– – 14.29% 2
2023
Q2 		$29.6M Sell
165,023
-8,662
-5% -$1.54M 15.09% 2
2023
Q1 		$33.7M Sell
173,685
-823
-0.5% -$151K 17.7% 2
2022
Q4 		$30.3M Sell
174,508
-2,724
-2% -$472K 17.28% 2
2022
Q3 		$28.6M Buy
177,232
+12,250
+7% +$2.32M 19.71% 2
2022
Q2 		$30.1M Hold
164,982
– – 19.63% 2
2022
Q1 		$35.4M Buy
164,982
+27
+0% +$5.74K 23.77% 1
2021
Q4 		$35.4M Buy
164,955
+168
+0.1% +$34.2K 24.23% 1
2021
Q3 		$30M Sell
164,787
-1,369
-0.8% -$270K 24.23% 1
2021
Q2 		$34.6M Hold
166,156
– – 17.77% 1
2021
Q1 		$28.2M Buy
+166,156
New +$26.9M 16.12% 1
2019
Q4 		$19.3M Buy
+164,786
New +$19.5M 21.23% 1

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

Westshore Wealth's UPS Position: Q2 2026 in Review

Westshore Wealth increased its United Parcel Service (UPS) stake by 0.06% in Q2 2026, buying an estimated $5.82K and bringing the position to 91,149 shares worth $9.8M. The position accounts for 3.04% of the portfolio, ranked #8.

Westshore Wealth first reported a position in UPS in Q4 2019 and has held it in 23 quarters since. The position peaked at $35.4M in Q1 2022. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Westshore Wealth held 91,149 shares of United Parcel Service worth $9.8M as of Q2 2026.
  • Westshore Wealth bought 56 United Parcel Service shares in Q2 2026, an estimated $5.82K.
  • United Parcel Service made up 3.04% of Westshore Wealth's portfolio in Q2 2026, its #8 holding.
  • Westshore Wealth first reported a position in United Parcel Service in Q4 2019 and has held it in 23 quarters since.
  • Westshore Wealth's United Parcel Service position peaked at $35.4M in Q1 2022.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.