JWWM
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Johnson & White Wealth Management’s United Parcel Service UPS Stock Holding History

Johnson & White 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 		$493K Sell
4,582
-191
-4% -$19.9K 0.18% 78
2026
Q1 		$470K Sell
4,773
-248
-5% -$26.6K 0.2% 77
2025
Q4 		$498K Buy
5,021
+781
+18% +$73.1K 0.22% 79
2025
Q3 		$354K Buy
4,240
+1,900
+81% +$172K 0.16% 84
2025
Q2 		$236K Sell
2,340
-184
-7% -$18.1K 0.12% 94
2025
Q1 		$278K Buy
2,524
+399
+19% +$47.7K 0.16% 84
2024
Q4 		$263K Buy
+2,125
New +$280K 0.16% 85
2024
Q2 		– Sell
-4,094
Closed -$608K – 83
2024
Q1 		$608K Buy
4,094
+1,089
+36% +$166K 0.44% 54
2023
Q4 		$472K Buy
+3,005
New +$454K 0.39% 54
2023
Q1 		– Sell
-122,695
Closed -$3.31M – 119
2022
Q4 		$3.31M Buy
+122,695
New +$21.2M 3.33% 9

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

Johnson & White Wealth Management's UPS Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its United Parcel Service (UPS) stake by 4% in Q2 2026, selling an estimated $19.9K and leaving 4,582 shares worth $493K. The position accounts for 0.18% of the portfolio, ranked #78.

Johnson & White Wealth Management first reported a position in UPS in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2022. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Johnson & White Wealth Management held 4,582 shares of United Parcel Service worth $493K as of Q2 2026.
  • Johnson & White Wealth Management sold 191 United Parcel Service shares in Q2 2026, an estimated $19.9K.
  • United Parcel Service made up 0.18% of Johnson & White Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Johnson & White Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 10 quarters since.
  • Johnson & White Wealth Management's United Parcel Service position peaked at $3.31M in Q4 2022.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.