Bradley & Co Private Wealth Management’s United Parcel Service UPS Stock Holding History

Bradley & Co Private 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	$2.26K	Hold	21	–	–	﹤0.01%	186
2026 Q1	$2.07K	Hold	21	–	–	﹤0.01%	184
2025 Q4	$2.08K	Hold	21	–	–	﹤0.01%	185
2025 Q3	$1.75K	Hold	21	–	–	﹤0.01%	184
2025 Q2	$2.12K	Hold	21	–	–	﹤0.01%	171
2025 Q1	$2.31K	Hold	21	–	–	﹤0.01%	163
2024 Q4	$2.65K	Buy	+21	New	+$2.76K	﹤0.01%	159
2024 Q2	$2.87K	Hold	21	–	–	﹤0.01%	152
2024 Q1	$3.12K	Hold	21	–	–	﹤0.01%	156
2023 Q4	$3.3K	Hold	21	–	–	﹤0.01%	165
2023 Q3	$3.27K	Hold	21	–	–	﹤0.01%	142
2023 Q2	$3.76K	Hold	21	–	–	﹤0.01%	139
2023 Q1	$4.07K	Hold	21	–	–	﹤0.01%	139
2022 Q4	$3.65K	Hold	21	–	–	﹤0.01%	145
2022 Q3	$3K	Hold	21	–	–	﹤0.01%	164
2022 Q2	$4K	Buy	+21	New	+$3.83K	﹤0.01%	156

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 $3.38T AUM 44.17% 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

Bradley & Co Private Wealth Management's UPS Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its United Parcel Service (UPS) position steady in Q2 2026 at 21 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Bradley & Co Private Wealth Management first reported a position in UPS in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.07K in Q1 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Bradley & Co Private Wealth Management held 21 shares of United Parcel Service worth $2.26K as of Q2 2026.
Bradley & Co Private Wealth Management left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #186 holding.
Bradley & Co Private Wealth Management first reported a position in United Parcel Service in Q2 2022 and has held it in 16 quarters since.
Bradley & Co Private Wealth Management's United Parcel Service position peaked at $4.07K in Q1 2023.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.