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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
Q2 		$459K Buy
4,274
+1,147
+37% +$119K 0.14% 147
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 $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 $3.37T AUM 44.26% 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

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

Jeppson Wealth Management increased its United Parcel Service (UPS) stake by 37% in Q2 2026, buying an estimated $119K and bringing the position to 4,274 shares worth $459K. The position accounts for 0.14% of the portfolio, ranked #147.

Jeppson Wealth Management first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $785K in Q2 2023. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Jeppson Wealth Management held 4,274 shares of United Parcel Service worth $459K as of Q2 2026.
  • Jeppson Wealth Management bought 1,147 United Parcel Service shares in Q2 2026, an estimated $119K.
  • United Parcel Service made up 0.14% of Jeppson Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Jeppson Wealth Management first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's United Parcel Service position peaked at $785K in Q2 2023.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.