Jeppson Wealth Management
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
Q3 		$398K Sell
4,264
-10
-0.2% -$1.05K 0.11% 161
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jeppson Wealth Management's UPS Position: Q3 2026 in Review

Jeppson Wealth Management reduced its United Parcel Service (UPS) stake by 0.23% in Q3 2026, selling an estimated $1.05K and leaving 4,264 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #161.

Jeppson Wealth Management first reported a position in UPS in Q3 2020 and has held it in 25 quarters since. The position peaked at $785K in Q2 2023. 1,352 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Jeppson Wealth Management held 4,264 shares of United Parcel Service worth $398K as of Q3 2026.
  • Jeppson Wealth Management sold 10 United Parcel Service shares in Q3 2026, an estimated $1.05K.
  • United Parcel Service made up 0.11% of Jeppson Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Jeppson Wealth Management first reported a position in United Parcel Service in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's United Parcel Service position peaked at $785K in Q2 2023.
  • 1,352 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.