Axxcess Wealth Management
UPS icon

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

Axxcess 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
Q3 		$1.13M Sell
12,108
-4,409
-27% -$463K 0.05% 342
2026
Q2 		$1.78M Buy
16,517
+7,893
+92% +$821K 0.03% 409
2026
Q1 		$848K Sell
8,624
-5,850
-40% -$627K 0.03% 251
2025
Q4 		$1.44M Buy
14,474
+6,162
+74% +$576K 0.02% 439
2025
Q3 		$694K Buy
8,312
+6,039
+266% +$547K 0.01% 537
2025
Q2 		$229K Sell
2,273
-5,347
-70% -$526K 0.01% 798
2025
Q1 		$838K Sell
7,620
-4,642
-38% -$555K 0.02% 440
2024
Q4 		$1.55M Sell
12,262
-37,974
-76% -$5M 0.04% 327
2024
Q3 		$6.85M Sell
50,236
-4,615
-8% -$606K 0.17% 108
2024
Q2 		$7.51M Buy
54,851
+1,657
+3% +$237K 0.2% 92
2024
Q1 		$7.91M Sell
53,194
-1,700
-3% -$258K 0.22% 87
2023
Q4 		$8.63M Sell
54,894
-101,188
-65% -$15.3M 0.25% 84
2023
Q3 		$24.3M Sell
156,082
-29,170
-16% -$5.03M 0.83% 25
2023
Q2 		$33.2M Buy
185,252
+66,910
+57% +$11.9M 2.4% 4
2023
Q1 		$23M Sell
118,342
-447
-0.4% -$82K 1.74% 8
2022
Q4 		$20.7M Sell
118,789
-415
-0.3% -$71.8K 1.7% 8
2022
Q3 		$19.3M Buy
119,204
+44,364
+59% +$8.4M 1.82% 8
2022
Q2 		$13.7M Buy
74,840
+1,677
+2% +$306K 1.26% 11
2022
Q1 		$15.7M Buy
73,163
+184
+0.3% +$39.1K 1.23% 12
2021
Q4 		$15.6M Buy
+72,979
New +$14.8M 1.14% 13

Other funds holding UPS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Axxcess Wealth Management's UPS Position: Q3 2026 in Review

Axxcess Wealth Management reduced its United Parcel Service (UPS) stake by 27% in Q3 2026, selling an estimated $463K and leaving 12,108 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #342.

Axxcess Wealth Management first reported a position in UPS in Q4 2021 and has held it in 20 quarters since. The position peaked at $33.2M in Q2 2023. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Axxcess Wealth Management held 12,108 shares of United Parcel Service worth $1.13M as of Q3 2026.
  • Axxcess Wealth Management sold 4,409 United Parcel Service shares in Q3 2026, an estimated $463K.
  • United Parcel Service made up 0.05% of Axxcess Wealth Management's portfolio in Q3 2026, its #342 holding.
  • Axxcess Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's United Parcel Service position peaked at $33.2M in Q2 2023.
  • 1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.