Abundance Wealth Counselors’s United Parcel Service UPS Stock Holding History

Abundance Wealth Counselors’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	$1.17M	Buy	11,879 +1,784	+18%	+$191K	0.17%	88
2025 Q4	$1M	Buy	10,095 +411	+4%	+$38.4K	0.17%	94
2025 Q3	$809K	Buy	9,684 +707	+8%	+$64K	0.14%	104
2025 Q2	$906K	Buy	8,977 +701	+8%	+$69K	0.17%	97
2025 Q1	$910K	Buy	8,276 +2,376	+40%	+$284K	0.19%	90
2024 Q4	$744K	Sell	5,900 -829	-12%	-$109K	0.16%	99
2024 Q3	$917K	Buy	+6,729	New	+$883K	0.19%	88

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

Abundance Wealth Counselors's UPS Position: Q1 2026 in Review

Abundance Wealth Counselors increased its United Parcel Service (UPS) stake by 18% in Q1 2026, buying an estimated $191K and bringing the position to 11,879 shares worth $1.17M. The position accounts for 0.17% of the portfolio, ranked #88.

Abundance Wealth Counselors first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Abundance Wealth Counselors held 11,879 shares of United Parcel Service worth $1.17M as of Q1 2026.
Abundance Wealth Counselors bought 1,784 United Parcel Service shares in Q1 2026, an estimated $191K.
United Parcel Service made up 0.17% of Abundance Wealth Counselors's portfolio in Q1 2026, its #88 holding.
Abundance Wealth Counselors first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.