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

Modern 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	$1.36M	Buy	12,671 +3,079	+32%	+$320K	0.02%	450
2026 Q1	$939K	Buy	9,592 +335	+4%	+$35.9K	0.02%	434
2025 Q4	$918K	Buy	9,257 +660	+8%	+$61.7K	0.02%	416
2025 Q3	$718K	Sell	8,597 -179	-2%	-$16.2K	0.01%	444
2025 Q2	$886K	Sell	8,776 -3,550	-29%	-$349K	0.02%	384
2025 Q1	$1.36M	Buy	12,326 +1,429	+13%	+$171K	0.04%	262
2024 Q4	$1.37M	Buy	10,897 +4,564	+72%	+$601K	0.05%	225
2024 Q3	$863K	Buy	6,333 +355	+6%	+$46.6K	0.05%	181
2024 Q2	$818K	Buy	+5,978	New	+$856K	0.06%	156

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its United Parcel Service (UPS) stake by 32% in Q2 2026, buying an estimated $320K and bringing the position to 12,671 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #450.

Modern Wealth Management first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q4 2024. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Modern Wealth Management held 12,671 shares of United Parcel Service worth $1.36M as of Q2 2026.
Modern Wealth Management bought 3,079 United Parcel Service shares in Q2 2026, an estimated $320K.
United Parcel Service made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #450 holding.
Modern Wealth Management first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's United Parcel Service position peaked at $1.37M in Q4 2024.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.