JTWM
UPS icon

Jackson Thornton Wealth Management’s United Parcel Service UPS Stock Holding History

Jackson Thornton 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 		$445K Buy
4,138
+1,679
+68% +$175K 0.04% 168
2026
Q1 		$250K Sell
2,459
-2,048
-45% -$220K 0.02% 236
2025
Q4 		$474K Buy
+4,507
New +$422K 0.04% 119

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

Jackson Thornton Wealth Management's UPS Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its United Parcel Service (UPS) stake by 68% in Q2 2026, buying an estimated $175K and bringing the position to 4,138 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #168.

Jackson Thornton Wealth Management first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $474K in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Jackson Thornton Wealth Management held 4,138 shares of United Parcel Service worth $445K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,679 United Parcel Service shares in Q2 2026, an estimated $175K.
  • United Parcel Service made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Jackson Thornton Wealth Management first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's United Parcel Service position peaked at $474K in Q4 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.