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

Carolina 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	$246K	Buy	+2,289	New	+$238K	0.11%	97

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

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

Carolina Wealth Management opened a new position in United Parcel Service (UPS) in Q2 2026: 2,289 shares worth $246K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings.

2,124 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Carolina Wealth Management held 2,289 shares of United Parcel Service worth $246K as of Q2 2026.
United Parcel Service was a new Carolina Wealth Management position in Q2 2026.
United Parcel Service made up 0.11% of Carolina Wealth Management's portfolio in Q2 2026, its #97 holding.
2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.