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Schrum Private Wealth Management’s United Parcel Service UPS Stock Holding History

Schrum Private 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 		$247K Buy
+1,824
New +$190K 0.25% 93
2024
Q4 		– Sell
-2,924
Closed -$399K – 166
2024
Q3 		$399K Buy
2,924
+1,100
+60% +$144K 0.21% 111
2024
Q2 		$250K Sell
1,824
-31
-2% -$4.44K 0.23% 106
2024
Q1 		$276K Buy
1,855
+256
+16% +$38.9K 0.25% 99
2023
Q4 		$251K Sell
1,599
-306
-16% -$46.3K 0.36% 74
2023
Q3 		$297K Buy
1,905
+5
+0.3% +$863 0.34% 76
2023
Q2 		$341K Buy
1,900
+4
+0.2% +$710 0.37% 69
2023
Q1 		$368K Sell
1,896
-38
-2% -$6.97K 0.42% 64
2022
Q4 		$336K Sell
1,934
-144
-7% -$24.9K 0.4% 70
2022
Q3 		$336K Buy
2,078
+68
+3% +$12.9K 0.42% 69
2022
Q2 		$367K Sell
2,010
-60
-3% -$10.9K 0.41% 69
2022
Q1 		$391K Buy
2,070
+4
+0.2% +$850 0.39% 74
2021
Q4 		$445K Buy
+2,066
New +$420K 0.41% 70

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

Schrum Private Wealth Management's UPS Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in United Parcel Service (UPS) in Q2 2026: 1,824 shares worth $247K. The stake represents 0.25% of the portfolio and ranks #93 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in UPS as recently as Q3 2024.

Schrum Private Wealth Management first reported a position in UPS in Q4 2021 and has held it in 13 quarters since. The position peaked at $445K in Q4 2021. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Schrum Private Wealth Management held 1,824 shares of United Parcel Service worth $247K as of Q2 2026.
  • United Parcel Service was a new Schrum Private Wealth Management position in Q2 2026.
  • United Parcel Service made up 0.25% of Schrum Private Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Schrum Private Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 13 quarters since.
  • Schrum Private Wealth Management's United Parcel Service position peaked at $445K in Q4 2021.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.