KJWM
UPS icon

Kiley Juergens Wealth Management’s United Parcel Service UPS Stock Holding History

Kiley Juergens 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 		$412K Sell
3,834
-209
-5% -$21.7K 0.06% 161
2026
Q1 		$398K Buy
+4,043
New +$434K 0.07% 153
2023
Q4 		– Sell
-10,085
Closed -$1.57M – 71
2023
Q3 		$1.57M Sell
10,085
-1,907
-16% -$329K 0.57% 34
2023
Q2 		$2.15M Buy
11,992
+60
+0.5% +$10.7K 0.74% 30
2023
Q1 		$2.31M Sell
11,932
-13
-0.1% -$2.38K 0.87% 29
2022
Q4 		$2.08M Sell
11,945
-536
-4% -$92.8K 0.87% 28
2022
Q3 		$2.02M Sell
12,481
-107
-0.9% -$20.3K 0.95% 25
2022
Q2 		$2.3M Sell
12,588
-86
-0.7% -$15.7K 1.09% 23
2022
Q1 		$2.72M Buy
12,674
+63
+0.5% +$13.4K 1.31% 22
2021
Q4 		$2.7M Buy
12,611
+249
+2% +$50.6K 1.03% 23
2021
Q3 		$2.25M Sell
12,362
-37
-0.3% -$7.3K 0.99% 25
2021
Q2 		$2.58M Buy
12,399
+1,236
+11% +$247K 1.18% 19
2021
Q1 		$1.9M Buy
+11,163
New +$1.81M 0.99% 24
2018
Q4 		– Sell
-107
Closed -$12K – 609
2018
Q3 		$12K Sell
107
-104
-49% -$12.2K 0.01% 443
2018
Q2 		$22K Buy
+211
New +$23.7K 0.02% 315
2018
Q1 		– Sell
-97
Closed -$11K – 573
2017
Q4 		$11K Buy
+97
New +$11.4K 0.01% 449

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

Kiley Juergens Wealth Management's UPS Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its United Parcel Service (UPS) stake by 5.2% in Q2 2026, selling an estimated $21.7K and leaving 3,834 shares worth $412K. The position accounts for 0.06% of the portfolio, ranked #161.

Kiley Juergens Wealth Management first reported a position in UPS in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.72M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kiley Juergens Wealth Management held 3,834 shares of United Parcel Service worth $412K as of Q2 2026.
  • Kiley Juergens Wealth Management sold 209 United Parcel Service shares in Q2 2026, an estimated $21.7K.
  • United Parcel Service made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Kiley Juergens Wealth Management first reported a position in United Parcel Service in Q4 2017 and has held it in 16 quarters since.
  • Kiley Juergens Wealth Management's United Parcel Service position peaked at $2.72M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.