WFA of San Diego’s United Parcel Service UPS Stock Holding History

WFA of San Diego’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	-155	Closed	-$15.2K	–	357
2026 Q1	$15.2K	Hold	155	–	–	0.01%	275
2025 Q4	$15.4K	Hold	155	–	–	0.01%	286
2025 Q3	$12.9K	Hold	155	–	–	0.01%	308
2025 Q2	$15.6K	Buy	+155	New	+$15.2K	0.01%	288
2024 Q3	$21.1K	Hold	155	–	–	0.02%	235
2024 Q2	$21.2K	Buy	+155	New	+$22.2K	0.02%	235
2023 Q3	$24.2K	Sell	155 -68	-30%	-$11.7K	0.03%	226
2023 Q2	$40K	Buy	+223	New	+$39.6K	0.04%	189
2023 Q1	–	Sell	-223	Closed	-$38.8K	–	398
2022 Q4	$38.8K	Buy	+223	New	+$38.6K	0.03%	217
2022 Q3	–	Sell	-230	Closed	-$42K	–	375
2022 Q2	$42K	Buy	+230	New	+$42K	0.04%	171

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFA of San Diego's UPS Position: Q2 2026 in Review

WFA of San Diego sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 155 shares — an estimated $15.2K sold.

WFA of San Diego first reported a position in UPS in Q2 2022 and held it in 10 quarters. The position peaked at $42K in Q2 2022. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

WFA of San Diego reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 155 United Parcel Service shares in Q2 2026, an estimated $15.2K.
WFA of San Diego first reported a position in United Parcel Service in Q2 2022 and held it in 10 quarters.
WFA of San Diego's United Parcel Service position peaked at $42K in Q2 2022.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.