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180 Wealth Advisors’s United Parcel Service UPS Stock Holding History

180 Wealth Advisors’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 		– Sell
-2,348
Closed -$233K – 495
2025
Q4 		$233K Sell
2,348
-1,038
-31% -$97.1K 0.03% 418
2025
Q3 		$283K Buy
3,386
+804
+31% +$72.8K 0.03% 372
2025
Q2 		$261K Buy
2,582
+268
+12% +$26.4K 0.04% 359
2025
Q1 		$255K Buy
2,314
+36
+2% +$4.3K 0.04% 344
2024
Q4 		$287K Sell
2,278
-25
-1% -$3.29K 0.05% 328
2024
Q3 		$314K Buy
2,303
+755
+49% +$99.1K 0.05% 325
2024
Q2 		$214K Sell
1,548
-109
-7% -$15.6K 0.03% 392
2024
Q1 		$246K Buy
1,657
+127
+8% +$19.3K 0.04% 334
2023
Q4 		$242K Sell
1,530
-60
-4% -$9.07K 0.05% 316
2023
Q3 		$248K Sell
1,590
-77
-5% -$13.3K 0.06% 292
2023
Q2 		$306K Sell
1,667
-247
-13% -$43.9K 0.07% 257
2023
Q1 		$371K Sell
1,914
-73
-4% -$13.4K 0.09% 225
2022
Q4 		$357K Sell
1,987
-19
-0.9% -$3.29K 0.08% 235
2022
Q3 		$324K Sell
2,006
-91
-4% -$17.2K 0.09% 228
2022
Q2 		$388K Sell
2,097
-412
-16% -$75.1K 0.1% 194
2022
Q1 		$478K Sell
2,509
-14
-0.6% -$2.98K 0.1% 184
2021
Q4 		$510K Sell
2,523
-255
-9% -$51.9K 0.11% 172
2021
Q3 		$538K Sell
2,778
-97
-3% -$19.1K 0.12% 164
2021
Q2 		$548K Sell
2,875
-1,010
-26% -$202K 0.13% 158
2021
Q1 		$823K Buy
3,885
+755
+24% +$122K 0.2% 117
2020
Q4 		$489K Sell
3,130
-340
-10% -$57.4K 0.14% 148
2020
Q3 		$607K Sell
3,470
-94
-3% -$13.7K 0.23% 100
2020
Q2 		$423K Sell
3,564
-975
-21% -$97.3K 0.17% 131
2020
Q1 		$422K Buy
4,539
+649
+17% +$67.2K 0.22% 114
2019
Q4 		$459K Buy
3,890
+456
+13% +$54K 0.18% 135
2019
Q3 		$398K Buy
+3,434
New +$393K 0.18% 157

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

180 Wealth Advisors's UPS Position: Q1 2026 in Review

180 Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,348 shares — an estimated $233K sold.

180 Wealth Advisors first reported a position in UPS in Q3 2019 and held it in 26 quarters. The position peaked at $823K in Q1 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • 180 Wealth Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • 180 Wealth Advisors sold 2,348 United Parcel Service shares in Q1 2026, an estimated $233K.
  • 180 Wealth Advisors first reported a position in United Parcel Service in Q3 2019 and held it in 26 quarters.
  • 180 Wealth Advisors's United Parcel Service position peaked at $823K in Q1 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on 180 Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.