PJC
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Phillip James Consulting’s United Parcel Service UPS Stock Holding History

Phillip James Consulting’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 		$752 Hold
7
– – ﹤0.01% 297
2026
Q1 		$1K Buy
+7
New +$751 ﹤0.01% 349

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

Phillip James Consulting's UPS Position: Q2 2026 in Review

Phillip James Consulting held its United Parcel Service (UPS) position steady in Q2 2026 at 7 shares worth $752. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Phillip James Consulting first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Phillip James Consulting held 7 shares of United Parcel Service worth $752 as of Q2 2026.
  • Phillip James Consulting left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #297 holding.
  • Phillip James Consulting first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • Phillip James Consulting's United Parcel Service position peaked at $1K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.