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XXI Wealth LLC’s United Parcel Service UPS Stock Holding History

XXI Wealth LLC’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 		$402K Buy
3,740
+44
+1% +$4.57K 0.18% 131
2026
Q1 		$364K Buy
3,696
+934
+34% +$100K 0.21% 130
2025
Q4 		$274K Buy
+2,762
New +$258K 0.17% 147

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 $3.38T AUM 44.17% 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

XXI Wealth LLC's UPS Position: Q2 2026 in Review

XXI Wealth LLC increased its United Parcel Service (UPS) stake by 1.2% in Q2 2026, buying an estimated $4.57K and bringing the position to 3,740 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #131.

XXI Wealth LLC first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • XXI Wealth LLC held 3,740 shares of United Parcel Service worth $402K as of Q2 2026.
  • XXI Wealth LLC bought 44 United Parcel Service shares in Q2 2026, an estimated $4.57K.
  • United Parcel Service made up 0.18% of XXI Wealth LLC's portfolio in Q2 2026, its #131 holding.
  • XXI Wealth LLC first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.