Marietta Wealth Management’s United Parcel Service UPS Stock Holding History

Marietta 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	$215K	Buy	+2,000	New	+$208K	0.02%	132
2023 Q3	–	Sell	-19,843	Closed	-$3.56M	–	107
2023 Q2	$3.56M	Buy	19,843 +391	+2%	+$69.4K	0.67%	69
2023 Q1	$3.77M	Sell	19,452 -39	-0.2%	-$7.15K	0.8%	62
2022 Q4	$3.39M	Buy	19,491 +157	+0.8%	+$27.2K	0.77%	63
2022 Q3	$3.12M	Buy	19,334 +761	+4%	+$144K	0.78%	59
2022 Q2	$3.39M	Buy	18,573 +177	+1%	+$32.3K	0.82%	56
2022 Q1	$3.94M	Buy	18,396 +562	+3%	+$119K	0.83%	55
2021 Q4	$3.82M	Buy	17,834 +885	+5%	+$180K	0.77%	55
2021 Q3	$3.09M	Buy	16,949 +5,001	+42%	+$987K	0.67%	65
2021 Q2	$2.48M	Buy	11,948 +359	+3%	+$71.8K	0.56%	70
2021 Q1	$1.97M	Buy	+11,589	New	+$1.87M	0.49%	76

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Marietta Wealth Management opened a new position in United Parcel Service (UPS) in Q2 2026: 2,000 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings. This is a return to the name: Marietta Wealth Management previously reported a position in UPS as recently as Q2 2023.

Marietta Wealth Management first reported a position in UPS in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.94M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Marietta Wealth Management held 2,000 shares of United Parcel Service worth $215K as of Q2 2026.
United Parcel Service was a new Marietta Wealth Management position in Q2 2026.
United Parcel Service made up 0.02% of Marietta Wealth Management's portfolio in Q2 2026, its #132 holding.
Marietta Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 11 quarters since.
Marietta Wealth Management's United Parcel Service position peaked at $3.94M in Q1 2022.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.