1 North Wealth Services’s United Parcel Service UPS Stock Holding History

1 North Wealth Services’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 Q1	$1.87K	Hold	19	–	–	﹤0.01%	242
2025 Q4	$1.89K	Hold	19	–	–	﹤0.01%	250
2025 Q3	$1.59K	Hold	19	–	–	﹤0.01%	236
2025 Q2	$1.92K	Hold	19	–	–	﹤0.01%	235
2025 Q1	$2.09K	Buy	+19	New	+$2.27K	﹤0.01%	230
2019 Q4	$13K	Buy	111 +49	+79%	+$5.8K	0.01%	180
2019 Q3	$7K	Buy	+62	New	+$7.09K	﹤0.01%	183
2019 Q1	$7K	Sell	62 -4	-6%	-$424	﹤0.01%	176
2018 Q4	$6K	Buy	+66	New	+$7.16K	0.01%	182

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1 North Wealth Services's UPS Position: Q1 2026 in Review

1 North Wealth Services held its United Parcel Service (UPS) position steady in Q1 2026 at 19 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

1 North Wealth Services first reported a position in UPS in Q4 2018 and has held it in 9 quarters since. The position peaked at $13K in Q4 2019. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

1 North Wealth Services held 19 shares of United Parcel Service worth $1.87K as of Q1 2026.
1 North Wealth Services left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #242 holding.
1 North Wealth Services first reported a position in United Parcel Service in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's United Parcel Service position peaked at $13K in Q4 2019.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.