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

Adams 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 		$380K Buy
3,536
+596
+20% +$62K 0.07% 121
2026
Q1 		$289K Sell
2,940
-746
-20% -$80K 0.06% 129
2025
Q4 		$366K Sell
3,686
-186
-5% -$17.4K 0.08% 114
2025
Q3 		$323K Buy
3,872
+11
+0.3% +$996 0.07% 128
2025
Q2 		$389K Buy
+3,861
New +$380K 0.07% 111

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 $3.38T AUM 44.17% 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

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

Adams Wealth Management increased its United Parcel Service (UPS) stake by 20% in Q2 2026, buying an estimated $62K and bringing the position to 3,536 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #121.

Adams Wealth Management first reported a position in UPS in Q2 2025 and has held it in 5 quarters since. The position peaked at $389K in Q2 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Adams Wealth Management held 3,536 shares of United Parcel Service worth $380K as of Q2 2026.
  • Adams Wealth Management bought 596 United Parcel Service shares in Q2 2026, an estimated $62K.
  • United Parcel Service made up 0.07% of Adams Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Adams Wealth Management first reported a position in United Parcel Service in Q2 2025 and has held it in 5 quarters since.
  • Adams Wealth Management's United Parcel Service position peaked at $389K in Q2 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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