MWM
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Maltin Wealth Management’s United Parcel Service UPS Stock Holding History

Maltin 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 		$1.69M Buy
15,767
+3
+0% +$312 0.57% 47
2026
Q1 		$1.55M Buy
15,764
+619
+4% +$66.4K 0.59% 45
2025
Q4 		$1.5M Buy
15,145
+403
+3% +$37.7K 0.6% 47
2025
Q3 		$1.23M Sell
14,742
-872
-6% -$79K 0.51% 50
2025
Q2 		$1.58M Sell
15,614
-415
-3% -$40.8K 0.71% 42
2025
Q1 		$1.76M Sell
16,029
-2,422
-13% -$290K 0.83% 41
2024
Q4 		$2.33M Sell
18,451
-501
-3% -$65.9K 1.14% 30
2024
Q3 		$2.58M Buy
18,952
+342
+2% +$44.9K 1.26% 28
2024
Q2 		$2.55M Buy
18,610
+2
+0% +$286 1.37% 24
2024
Q1 		$2.77M Buy
18,608
+142
+0.8% +$21.6K 1.56% 17
2023
Q4 		$2.9M Buy
18,466
+5,719
+45% +$865K 1.85% 14
2023
Q3 		$1.99M Buy
12,747
+5,258
+70% +$908K 1.39% 24
2023
Q2 		$1.34M Buy
7,489
+3,819
+104% +$678K 0.95% 35
2023
Q1 		$712K Sell
3,670
-28
-0.8% -$5.14K 0.51% 59
2022
Q4 		$643K Sell
3,698
-253
-6% -$43.8K 0.47% 63
2022
Q3 		$638K Sell
3,951
-5,098
-56% -$965K 0.5% 65
2022
Q2 		$1.65M Buy
9,049
+1,082
+14% +$197K 1.19% 28
2022
Q1 		$1.71M Buy
7,967
+4,034
+103% +$857K 1.13% 30
2021
Q4 		$843K Sell
3,933
-3
-0.1% -$610 0.51% 60
2021
Q3 		$717K Sell
3,936
-35
-0.9% -$6.91K 0.44% 56
2021
Q2 		$826K Buy
3,971
+4
+0.1% +$800 0.5% 53
2021
Q1 		$674K Buy
3,967
+552
+16% +$89.3K 0.44% 56
2020
Q4 		$575K Sell
3,415
-501
-13% -$84.6K 0.4% 57
2020
Q3 		$653K Sell
3,916
-1,725
-31% -$251K 0.46% 47
2020
Q2 		$627K Sell
5,641
-1,226
-18% -$122K 0.47% 46
2020
Q1 		$641K Sell
6,867
-7,720
-53% -$800K 0.54% 45
2019
Q4 		$1.71M Buy
+14,587
New +$1.73M 1.1% 27

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

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

Maltin Wealth Management increased its United Parcel Service (UPS) stake by 0.02% in Q2 2026, buying an estimated $312 and bringing the position to 15,767 shares worth $1.69M. The position accounts for 0.57% of the portfolio, ranked #47.

Maltin Wealth Management first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.9M in Q4 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Maltin Wealth Management held 15,767 shares of United Parcel Service worth $1.69M as of Q2 2026.
  • Maltin Wealth Management bought 3 United Parcel Service shares in Q2 2026, an estimated $312.
  • United Parcel Service made up 0.57% of Maltin Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Maltin Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Maltin Wealth Management's United Parcel Service position peaked at $2.9M in Q4 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.