1776 Wealth’s United Parcel Service UPS Stock Holding History

1776 Wealth’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	$271K	Hold	2,753	–	–	0.11%	126
2025 Q4	$273K	Hold	2,753	–	–	0.1%	118
2025 Q3	$230K	Hold	2,753	–	–	0.09%	134
2025 Q2	$278K	Sell	2,753 -50	-2%	-$4.92K	0.11%	125
2025 Q1	$308K	Hold	2,803	–	–	0.14%	112
2024 Q4	$353K	Buy	+2,803	New	+$369K	0.16%	104
2023 Q2	–	Sell	-1,088	Closed	-$211K	–	146
2023 Q1	$211K	Buy	+1,088	New	+$200K	0.13%	113
2022 Q2	–	Sell	-1,080	Closed	-$232K	–	132
2022 Q1	$232K	Hold	1,080	–	–	0.13%	112
2021 Q4	$231K	Buy	+1,080	New	+$220K	0.12%	114
2021 Q3	–	Sell	-1,080	Closed	-$225K	–	122
2021 Q2	$225K	Buy	+1,080	New	+$216K	0.13%	111
2020 Q3	–	Sell	-1,080	Closed	-$120K	–	294
2020 Q2	$120K	Sell	1,080 -1,080	-50%	-$108K	0.08%	133
2020 Q1	$226K	Buy	2,160 +1,080	+100%	+$112K	0.1%	130
2019 Q4	$126K	Buy	+1,080	New	+$128K	0.11%	128

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

1776 Wealth's UPS Position: Q1 2026 in Review

1776 Wealth held its United Parcel Service (UPS) position steady in Q1 2026 at 2,753 shares worth $271K. The position accounts for 0.11% of the portfolio, ranked #126.

1776 Wealth first reported a position in UPS in Q4 2019 and has held it in 13 quarters since. The position peaked at $353K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

1776 Wealth held 2,753 shares of United Parcel Service worth $271K as of Q1 2026.
1776 Wealth left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.11% of 1776 Wealth's portfolio in Q1 2026, its #126 holding.
1776 Wealth first reported a position in United Parcel Service in Q4 2019 and has held it in 13 quarters since.
1776 Wealth's United Parcel Service position peaked at $353K in Q4 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.