Blake Schutter Theil Wealth Advisors’s United Parcel Service UPS Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$294K	Hold	2,734	–	–	0.2%	94
2026 Q1	$269K	Buy	+2,734	New	+$293K	0.22%	93
2025 Q4	–	Sell	-3,001	Closed	-$251K	–	115
2025 Q3	$251K	Hold	3,001	–	–	0.25%	95
2025 Q2	$303K	Sell	3,001 -805	-21%	-$79.2K	0.34%	82
2025 Q1	$419K	Buy	3,806 +1,900	+100%	+$227K	0.48%	67
2024 Q4	$240K	Sell	1,906 -1,184	-38%	-$156K	0.25%	100
2024 Q3	$421K	Buy	+3,090	New	+$406K	0.3%	92

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's UPS Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 2,734 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #94.

Blake Schutter Theil Wealth Advisors first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. The position peaked at $421K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 2,734 shares of United Parcel Service worth $294K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.2% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Blake Schutter Theil Wealth Advisors first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
Blake Schutter Theil Wealth Advisors's United Parcel Service position peaked at $421K in Q3 2024.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.