AWM
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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Axxcess Wealth Management increased its United Parcel Service (UPS) stake by 92% in Q2 2026, buying an estimated $821K and bringing the position to 16,517 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #409.

Axxcess Wealth Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.2M in Q2 2023. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Axxcess Wealth Management held 16,517 shares of United Parcel Service worth $1.78M as of Q2 2026.
  • Axxcess Wealth Management bought 7,893 United Parcel Service shares in Q2 2026, an estimated $821K.
  • United Parcel Service made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Axxcess Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's United Parcel Service position peaked at $33.2M in Q2 2023.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.