B.A. Schrock Wealth Management, Inc.’s United Parcel Service UPS Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$4.79M	Buy	+51,045	New	+$5.36M	1.75%	18

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s UPS Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in United Parcel Service (UPS) in Q3 2026: 51,045 shares worth $4.79M. The stake represents 1.75% of the portfolio and ranks #18 among its holdings.

282 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 51,045 shares of United Parcel Service worth $4.79M as of Q3 2026.
United Parcel Service was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
United Parcel Service made up 1.75% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #18 holding.
282 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.