AWM
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AE Wealth Management’s United Parcel Service UPS Stock Holding History

AE Wealth Management’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 		$6.67M Buy
67,766
+13,934
+26% +$1.49M 0.04% 353
2025
Q4 		$5.34M Buy
53,832
+4,463
+9% +$417K 0.03% 381
2025
Q3 		$4.12M Sell
49,369
-343
-0.7% -$31.1K 0.03% 397
2025
Q2 		$5.02M Buy
49,712
+4,885
+11% +$481K 0.04% 348
2025
Q1 		$4.93M Buy
44,827
+26,360
+143% +$3.15M 0.04% 341
2024
Q4 		$2.33M Buy
18,467
+993
+6% +$131K 0.02% 491
2024
Q3 		$2.38M Sell
17,474
-11,264
-39% -$1.48M 0.02% 484
2024
Q2 		$3.93M Buy
28,738
+11,537
+67% +$1.65M 0.04% 380
2024
Q1 		$2.56M Sell
17,201
-109,686
-86% -$16.7M 0.03% 443
2023
Q4 		$20.2M Buy
126,887
+15,597
+14% +$2.36M 0.1% 222
2023
Q3 		$17.3M Buy
111,290
+9,717
+10% +$1.68M 0.1% 214
2023
Q2 		$18.2M Buy
101,573
+4,033
+4% +$716K 0.11% 220
2023
Q1 		$18.9M Buy
97,540
+8,026
+9% +$1.47M 0.12% 200
2022
Q4 		$15.6M Buy
89,514
+772
+0.9% +$134K 0.11% 210
2022
Q3 		$14.3M Sell
88,742
-1,141
-1% -$216K 0.11% 190
2022
Q2 		$16.4M Sell
89,883
-2,067
-2% -$377K 0.13% 174
2022
Q1 		$19.7M Buy
91,950
+2,866
+3% +$609K 0.14% 163
2021
Q4 		$19.1M Buy
89,084
+2,566
+3% +$522K 0.13% 158
2021
Q3 		$15.8M Buy
86,518
+3,180
+4% +$628K 0.13% 176
2021
Q2 		$17.3M Sell
83,338
-15,078
-15% -$3.02M 0.15% 135
2021
Q1 		$16.7M Sell
98,416
-7,779
-7% -$1.26M 0.17% 130
2020
Q4 		$17.9M Buy
106,195
+22,786
+27% +$3.85M 0.2% 117
2020
Q3 		$13.9M Sell
83,409
-1,309
-2% -$191K 0.2% 109
2020
Q2 		$9.42M Buy
84,718
+16,863
+25% +$1.68M 0.15% 149
2020
Q1 		$6.34M Buy
67,855
+13,417
+25% +$1.39M 0.15% 138
2019
Q4 		$6.37M Buy
54,438
+6,476
+14% +$767K 0.14% 144
2019
Q3 		$5.75M Buy
47,962
+2,173
+5% +$248K 0.17% 117
2019
Q2 		$4.73M Buy
45,789
+10,135
+28% +$1.05M 0.14% 132
2019
Q1 		$3.98M Buy
35,654
+15,285
+75% +$1.62M 0.28% 78
2018
Q4 		$1.99M Buy
20,369
+58
+0.3% +$6.29K 0.34% 74
2018
Q3 		$2.37M Buy
20,311
+5,730
+39% +$674K 0.13% 122
2018
Q2 		$1.55M Sell
14,581
-7,194
-33% -$808K 0.11% 116
2018
Q1 		$2.28M Sell
21,775
-129
-0.6% -$14.9K 0.18% 84
2017
Q4 		$2.61M Buy
21,904
+3,420
+19% +$402K 0.23% 75
2017
Q3 		$2.22M Buy
18,484
+5,165
+39% +$587K 0.21% 77
2017
Q2 		$1.47M Buy
13,319
+1,445
+12% +$154K 0.18% 103
2017
Q1 		$1.27M Buy
+11,874
New +$1.3M 0.24% 81

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

AE Wealth Management's UPS Position: Q1 2026 in Review

AE Wealth Management increased its United Parcel Service (UPS) stake by 26% in Q1 2026, buying an estimated $1.49M and bringing the position to 67,766 shares worth $6.67M. The position accounts for 0.04% of the portfolio, ranked #353.

AE Wealth Management first reported a position in UPS in Q1 2017 and has held it in 37 quarters since. The position peaked at $20.2M in Q4 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • AE Wealth Management held 67,766 shares of United Parcel Service worth $6.67M as of Q1 2026.
  • AE Wealth Management bought 13,934 United Parcel Service shares in Q1 2026, an estimated $1.49M.
  • United Parcel Service made up 0.04% of AE Wealth Management's portfolio in Q1 2026, its #353 holding.
  • AE Wealth Management first reported a position in United Parcel Service in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's United Parcel Service position peaked at $20.2M in Q4 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.