Buck Wealth Strategies’s United Parcel Service UPS Stock Holding History

Buck Wealth Strategies’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	$1.25K	Buy	+12	New	+$1.25K	﹤0.01%	914
2025 Q2	–	Sell	-10,034	Closed	-$1.1M	–	160
2025 Q1	$1.1M	Buy	10,034 +4,682	+87%	+$560K	0.2%	62
2024 Q4	$675K	Buy	5,352 +2,378	+80%	+$313K	0.14%	61
2024 Q3	$406K	Sell	2,974 -1,496	-33%	-$196K	0.13%	62
2024 Q2	$612K	Sell	4,470 -39,554	-90%	-$5.66M	0.18%	57
2024 Q1	$6.54M	Buy	44,024 +40,592	+1,183%	+$6.17M	2.25%	17
2023 Q4	$540K	Buy	3,432 +129	+4%	+$19.5K	0.2%	52
2023 Q3	$515K	Buy	3,303 +2,947	+828%	+$509K	0.21%	56
2023 Q2	$63.8K	Buy	+356	New	+$63.2K	0.03%	68

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

Buck Wealth Strategies's UPS Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in United Parcel Service (UPS) in Q2 2026: 12 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in UPS as recently as Q1 2025.

Buck Wealth Strategies first reported a position in UPS in Q2 2023 and has held it in 9 quarters since. The position peaked at $6.54M in Q1 2024. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Buck Wealth Strategies held 12 shares of United Parcel Service worth $1.25K as of Q2 2026.
United Parcel Service was a new Buck Wealth Strategies position in Q2 2026.
United Parcel Service made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #914 holding.
Buck Wealth Strategies first reported a position in United Parcel Service in Q2 2023 and has held it in 9 quarters since.
Buck Wealth Strategies's United Parcel Service position peaked at $6.54M in Q1 2024.
2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.