KWM
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KRM Wealth Management’s United Parcel Service UPS Stock Holding History

KRM 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 		$384K Buy
+3,576
New +$372K 0.17% 31

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

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

KRM Wealth Management opened a new position in United Parcel Service (UPS) in Q2 2026: 3,576 shares worth $384K. The stake represents 0.17% of the portfolio and ranks #31 among its holdings.

2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • KRM Wealth Management held 3,576 shares of United Parcel Service worth $384K as of Q2 2026.
  • United Parcel Service was a new KRM Wealth Management position in Q2 2026.
  • United Parcel Service made up 0.17% of KRM Wealth Management's portfolio in Q2 2026, its #31 holding.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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