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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axxcess Wealth Management's UPS Position: Q1 2026 in Review

Axxcess Wealth Management reduced its United Parcel Service (UPS) stake by 40% in Q1 2026, selling an estimated $627K and leaving 8,624 shares worth $848K. The position accounts for 0.03% of the portfolio, ranked #251.

Axxcess Wealth Management first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.2M in Q2 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Axxcess Wealth Management held 8,624 shares of United Parcel Service worth $848K as of Q1 2026.
  • Axxcess Wealth Management sold 5,850 United Parcel Service shares in Q1 2026, an estimated $627K.
  • United Parcel Service made up 0.03% of Axxcess Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Axxcess Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's United Parcel Service position peaked at $33.2M in Q2 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.