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Williamson Legacy Group’s United Parcel Service UPS Stock Holding History

Williamson Legacy Group’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 		$208K Buy
+1,932
New +$201K 0.1% 75
2025
Q2 		– Sell
-1,932
Closed -$213K – 137
2025
Q1 		$213K Sell
1,932
-16
-0.8% -$1.91K 0.2% 100
2024
Q4 		$246K Buy
1,948
+16
+0.8% +$2.11K 0.16% 109
2024
Q3 		$263K Buy
+1,932
New +$254K 0.18% 99

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

Williamson Legacy Group's UPS Position: Q2 2026 in Review

Williamson Legacy Group opened a new position in United Parcel Service (UPS) in Q2 2026: 1,932 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #75 among its holdings. This is a return to the name: Williamson Legacy Group previously reported a position in UPS as recently as Q1 2025.

Williamson Legacy Group first reported a position in UPS in Q3 2024 and has held it in 4 quarters since. The position peaked at $263K in Q3 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Williamson Legacy Group held 1,932 shares of United Parcel Service worth $208K as of Q2 2026.
  • United Parcel Service was a new Williamson Legacy Group position in Q2 2026.
  • United Parcel Service made up 0.1% of Williamson Legacy Group's portfolio in Q2 2026, its #75 holding.
  • Williamson Legacy Group first reported a position in United Parcel Service in Q3 2024 and has held it in 4 quarters since.
  • Williamson Legacy Group's United Parcel Service position peaked at $263K in Q3 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.