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

Stockman 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	$14.8M	Buy	137,353 +130	+0.1%	+$13.5K	1.53%	22
2026 Q1	$13.5M	Buy	137,223 +11,896	+9%	+$1.28M	1.49%	28
2025 Q4	$12.4M	Buy	125,327 +230	+0.2%	+$21.5K	1.45%	25
2025 Q3	$10.4M	Buy	125,097 +12,141	+11%	+$1.1M	1.3%	31
2025 Q2	$11.4M	Buy	112,956 +13,951	+14%	+$1.37M	1.55%	26
2025 Q1	$10.9M	Buy	99,005 +12,332	+14%	+$1.47M	1.61%	24
2024 Q4	$10.9M	Buy	+86,673	New	+$11.4M	1.71%	19

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

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

Stockman Wealth Management increased its United Parcel Service (UPS) stake by 0.09% in Q2 2026, buying an estimated $13.5K and bringing the position to 137,353 shares worth $14.8M. The position accounts for 1.53% of the portfolio, ranked #22.

Stockman Wealth Management first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Stockman Wealth Management held 137,353 shares of United Parcel Service worth $14.8M as of Q2 2026.
Stockman Wealth Management bought 130 United Parcel Service shares in Q2 2026, an estimated $13.5K.
United Parcel Service made up 1.53% of Stockman Wealth Management's portfolio in Q2 2026, its #22 holding.
Stockman Wealth Management first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.