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

Shakespeare 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 		– Sell
-3,825
Closed -$376K – 103
2026
Q1 		$376K Sell
3,825
-312
-8% -$33.5K 0.09% 71
2025
Q4 		$410K Buy
4,137
+55
+1% +$5.14K 0.09% 72
2025
Q3 		$341K Sell
4,082
-25
-0.6% -$2.26K 0.08% 76
2025
Q2 		$415K Buy
4,107
+45
+1% +$4.43K 0.11% 67
2025
Q1 		$447K Sell
4,062
-19
-0.5% -$2.27K 0.12% 68
2024
Q4 		$515K Sell
4,081
-186
-4% -$24.5K 0.14% 63
2024
Q3 		$582K Buy
4,267
+15
+0.4% +$1.97K 0.15% 58
2024
Q2 		$582K Buy
4,252
+4
+0.1% +$573 0.17% 49
2024
Q1 		$631K Hold
4,248
– – 0.18% 51
2023
Q4 		$668K Sell
4,248
-8
-0.2% -$1.21K 0.21% 45
2023
Q3 		$663K Buy
4,256
+3,066
+258% +$529K 0.23% 40
2023
Q2 		$213K Hold
1,190
– – 0.07% 76
2023
Q1 		$231K Hold
1,190
– – 0.08% 69
2022
Q4 		$207K Buy
+1,190
New +$206K 0.08% 75

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

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

Shakespeare Wealth Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 3,825 shares — an estimated $376K sold.

Shakespeare Wealth Management first reported a position in UPS in Q4 2022 and held it in 14 quarters. The position peaked at $668K in Q4 2023. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Shakespeare Wealth Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Shakespeare Wealth Management sold 3,825 United Parcel Service shares in Q2 2026, an estimated $376K.
  • Shakespeare Wealth Management first reported a position in United Parcel Service in Q4 2022 and held it in 14 quarters.
  • Shakespeare Wealth Management's United Parcel Service position peaked at $668K in Q4 2023.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.