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

44 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	$1.3M	Buy	+12,086	New	+$1.26M	0.43%	80
2023 Q2	$804K	Sell	4,484 -10,305	-70%	-$1.83M	0.27%	82
2023 Q1	$2.87M	Buy	14,789 +845	+6%	+$155K	0.97%	28
2022 Q4	$2.42M	Buy	13,944 +2,428	+21%	+$420K	0.84%	33
2022 Q3	$1.86M	Buy	11,516 +1,684	+17%	+$319K	0.77%	38
2022 Q2	$1.79M	Buy	9,832 +2,588	+36%	+$472K	0.69%	39
2022 Q1	$1.55M	Buy	7,244 +1,459	+25%	+$310K	0.56%	49
2021 Q4	$1.24M	Buy	5,785 +352	+6%	+$71.6K	0.43%	62
2021 Q3	$989K	Buy	5,433 +633	+13%	+$125K	0.38%	68
2021 Q2	$998K	Buy	4,800 +1,628	+51%	+$326K	0.38%	69
2021 Q1	$539K	Buy	+3,172	New	+$513K	0.23%	95

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 $3.37T AUM 44.26% 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

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

44 Wealth Management opened a new position in United Parcel Service (UPS) in Q2 2026: 12,086 shares worth $1.3M. The stake represents 0.43% of the portfolio and ranks #80 among its holdings. This is a return to the name: 44 Wealth Management previously reported a position in UPS as recently as Q2 2023.

44 Wealth Management first reported a position in UPS in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.87M in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

44 Wealth Management held 12,086 shares of United Parcel Service worth $1.3M as of Q2 2026.
United Parcel Service was a new 44 Wealth Management position in Q2 2026.
United Parcel Service made up 0.43% of 44 Wealth Management's portfolio in Q2 2026, its #80 holding.
44 Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 11 quarters since.
44 Wealth Management's United Parcel Service position peaked at $2.87M in Q1 2023.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.