JWM
UPS icon

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

Jeppson 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
Q1 		$308K Sell
3,127
-16
-0.5% -$1.72K 0.1% 171
2025
Q4 		$312K Sell
3,143
-50
-2% -$4.68K 0.1% 166
2025
Q3 		$267K Buy
3,193
+320
+11% +$29K 0.09% 186
2025
Q2 		$290K Sell
2,873
-1,070
-27% -$105K 0.1% 170
2025
Q1 		$434K Buy
3,943
+1,175
+42% +$140K 0.16% 130
2024
Q4 		$349K Sell
2,768
-40
-1% -$5.26K 0.13% 141
2024
Q3 		$383K Buy
2,808
+195
+7% +$25.6K 0.14% 142
2024
Q2 		$358K Sell
2,613
-148
-5% -$21.2K 0.14% 142
2024
Q1 		$410K Sell
2,761
-229
-8% -$34.8K 0.16% 131
2023
Q4 		$470K Sell
2,990
-762
-20% -$115K 0.19% 116
2023
Q3 		$585K Sell
3,752
-629
-14% -$109K 0.27% 94
2023
Q2 		$785K Buy
4,381
+602
+16% +$107K 0.34% 77
2023
Q1 		$733K Hold
3,779
– – 0.32% 77
2022
Q4 		$657K Sell
3,779
-224
-6% -$38.8K 0.28% 83
2022
Q3 		$647K Buy
4,003
+103
+3% +$19.5K 0.29% 77
2022
Q2 		$712K Buy
3,900
+904
+30% +$165K 0.31% 75
2022
Q1 		$642K Sell
2,996
-91
-3% -$19.3K 0.3% 76
2021
Q4 		$662K Hold
3,087
– – 0.32% 71
2021
Q3 		$562K Buy
3,087
+110
+4% +$21.7K 0.29% 76
2021
Q2 		$619K Sell
2,977
-10
-0.3% -$2K 0.34% 72
2021
Q1 		$507K Hold
2,987
– – 0.3% 75
2020
Q4 		$503K Sell
2,987
-2
-0.1% -$338 0.33% 73
2020
Q3 		$498K Buy
+2,989
New +$435K 0.39% 65

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jeppson Wealth Management's UPS Position: Q1 2026 in Review

Jeppson Wealth Management reduced its United Parcel Service (UPS) stake by 0.51% in Q1 2026, selling an estimated $1.72K and leaving 3,127 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #171.

Jeppson Wealth Management first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $785K in Q2 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Jeppson Wealth Management held 3,127 shares of United Parcel Service worth $308K as of Q1 2026.
  • Jeppson Wealth Management sold 16 United Parcel Service shares in Q1 2026, an estimated $1.72K.
  • United Parcel Service made up 0.1% of Jeppson Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Jeppson Wealth Management first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's United Parcel Service position peaked at $785K in Q2 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.