MilWealth Group’s United Parcel Service UPS Stock Holding History

MilWealth Group’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	$98.6K	Hold	917	–	–	0.02%	37
2026 Q1	$90.2K	Hold	917	–	–	0.02%	36
2025 Q4	$91K	Hold	917	–	–	0.02%	35
2025 Q3	$76.6K	Hold	917	–	–	0.02%	35
2025 Q2	$92.6K	Hold	917	–	–	0.02%	33
2025 Q1	$101K	Hold	917	–	–	0.03%	33
2024 Q4	$116K	Hold	917	–	–	0.03%	37
2024 Q3	$125K	Hold	917	–	–	0.04%	27
2024 Q2	$125K	Hold	917	–	–	0.04%	27
2024 Q1	$136K	Hold	917	–	–	0.04%	27
2023 Q4	$144K	Hold	917	–	–	0.05%	27
2023 Q3	$143K	Sell	917 -75	-8%	-$12.9K	0.06%	25
2023 Q2	$178K	Hold	992	–	–	0.07%	24
2023 Q1	$192K	Hold	992	–	–	0.08%	23
2022 Q4	$172K	Hold	992	–	–	0.07%	24
2022 Q3	$160K	Hold	992	–	–	0.07%	25
2022 Q2	$181K	Sell	992 -42	-4%	-$7.66K	0.08%	27
2022 Q1	$222K	Hold	1,034	–	–	0.08%	27
2021 Q4	$222K	Hold	1,034	–	–	0.08%	24
2021 Q3	$188K	Hold	1,034	–	–	0.07%	25
2021 Q2	$215K	Hold	1,034	–	–	0.09%	20
2021 Q1	$176K	Hold	1,034	–	–	0.08%	22
2020 Q4	$174K	Hold	1,034	–	–	0.09%	22
2020 Q3	$172K	Sell	1,034 -250	-19%	-$36.4K	0.1%	21
2020 Q2	$143K	Hold	1,284	–	–	0.08%	22
2020 Q1	$120K	Hold	1,284	–	–	0.09%	25
2019 Q4	$150K	Hold	1,284	–	–	0.12%	21
2019 Q3	$154K	Hold	1,284	–	–	0.13%	20
2019 Q2	$133K	Hold	1,284	–	–	0.11%	22
2019 Q1	$143K	Hold	1,284	–	–	0.13%	21
2018 Q4	$125K	Buy	+1,284	New	+$139K	0.12%	22

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

MilWealth Group's UPS Position: Q2 2026 in Review

MilWealth Group held its United Parcel Service (UPS) position steady in Q2 2026 at 917 shares worth $98.6K. The position accounts for 0.02% of the portfolio, ranked #37.

MilWealth Group first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $222K in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

MilWealth Group held 917 shares of United Parcel Service worth $98.6K as of Q2 2026.
MilWealth Group left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.02% of MilWealth Group's portfolio in Q2 2026, its #37 holding.
MilWealth Group first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
MilWealth Group's United Parcel Service position peaked at $222K in Q1 2022.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.