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

Revisor 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 		$701K Sell
6,520
-181
-3% -$18.8K 0.17% 148
2026
Q1 		$659K Sell
6,701
-759
-10% -$81.4K 0.18% 134
2025
Q4 		$784K Buy
7,460
+2,769
+59% +$259K 0.21% 113
2025
Q3 		$400K Buy
4,691
+287
+7% +$26K 0.14% 164
2025
Q2 		$453K Buy
+4,404
New +$433K 0.16% 149
2024
Q2 		– Sell
-1,466
Closed -$224K – 192
2024
Q1 		$224K Buy
+1,466
New +$223K 0.1% 173

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

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

Revisor Wealth Management reduced its United Parcel Service (UPS) stake by 2.7% in Q2 2026, selling an estimated $18.8K and leaving 6,520 shares worth $701K. The position accounts for 0.17% of the portfolio, ranked #148.

Revisor Wealth Management first reported a position in UPS in Q1 2024 and has held it in 6 quarters since. The position peaked at $784K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Revisor Wealth Management held 6,520 shares of United Parcel Service worth $701K as of Q2 2026.
  • Revisor Wealth Management sold 181 United Parcel Service shares in Q2 2026, an estimated $18.8K.
  • United Parcel Service made up 0.17% of Revisor Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Revisor Wealth Management first reported a position in United Parcel Service in Q1 2024 and has held it in 6 quarters since.
  • Revisor Wealth Management's United Parcel Service position peaked at $784K in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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