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Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in UNITED PARCEL SERVICE-CL B

AXXCESS WEALTH MANAGEMENT, LLC holds 16,517 shares of UPS (UNITED PARCEL SERVICE-CL B), worth $1.8M as of 2026-Q2. The position was increased (+91.5% shares). UPS represents 0.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$1.8M

Current Shares

16,517

Total Value Change

-$5.1M

Total Shares Change

-33,719

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16,517
+91.5%
$1.8M0.0%$107.50
41
2026-Q1
Decreased
8,624
-40.4%
$848,4230.0%$113.23
0
2025-Q4
Increased
14,474
+74.1%
$1.4M0.0%$99.64
38
2025-Q3
Increased
8,312
+265.7%
$694,3180.0%$83.06
40
2025-Q2
Decreased
2,273
-70.2%
$229,4340.0%$97.61
0
2025-Q1
Decreased
7,620
-37.9%
$838,0850.0%$104.08
0
2024-Q4
Decreased
12,262
-75.6%
$1.5M0.0%$117.26
0
2024-Q3
Decreased
50,236
-8.4%
$6.8M0.2%$124.10
0

Other major holders of UPS: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC, BlackRock Finance, Inc.

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