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Bullock Wealth Management’s United Parcel Service UPS Stock Holding History

Bullock 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 		$199K Buy
1,819
+24
+1% +$2.5K 0.09% 176
2026
Q1 		$176K Buy
1,795
+15
+0.8% +$1.61K 0.09% 173
2025
Q4 		$177K Buy
1,780
+14
+0.8% +$1.31K 0.09% 175
2025
Q3 		$149K Buy
1,766
+415
+31% +$37.6K 0.07% 182
2025
Q2 		$141K Hold
1,351
– – 0.07% 176
2025
Q1 		$148K Buy
1,351
+16
+1% +$1.91K 0.08% 172
2024
Q4 		$168K Sell
1,335
-509
-28% -$67K 0.1% 167
2024
Q3 		$246K Buy
1,844
+53
+3% +$6.96K 0.15% 119
2024
Q2 		$243K Sell
1,791
-147
-8% -$21K 0.16% 117
2024
Q1 		$286K Buy
+1,938
New +$295K 0.19% 110

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management increased its United Parcel Service (UPS) stake by 1.3% in Q2 2026, buying an estimated $2.5K and bringing the position to 1,819 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #176.

Bullock Wealth Management first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $286K in Q1 2024. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bullock Wealth Management held 1,819 shares of United Parcel Service worth $199K as of Q2 2026.
  • Bullock Wealth Management bought 24 United Parcel Service shares in Q2 2026, an estimated $2.5K.
  • United Parcel Service made up 0.09% of Bullock Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Bullock Wealth Management first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's United Parcel Service position peaked at $286K in Q1 2024.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.