Angeles Wealth Management’s United Parcel Service UPS Stock Holding History

Angeles 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	$229K	Buy	2,325 +228	+11%	+$24.5K	0.01%	375
2025 Q4	$208K	Buy	+2,097	New	+$196K	0.01%	359
2025 Q3	–	Sell	-2,670	Closed	-$270K	–	447
2025 Q2	$270K	Sell	2,670 -1,031	-28%	-$101K	0.02%	280
2025 Q1	$407K	Sell	3,701 -912	-20%	-$109K	0.03%	161
2024 Q4	$582K	Buy	4,613 +1,829	+66%	+$241K	0.05%	131
2024 Q3	$380K	Sell	2,784 -236	-8%	-$31K	0.03%	163
2024 Q2	$413K	Buy	3,020 +832	+38%	+$119K	0.04%	141
2024 Q1	$325K	Buy	+2,188	New	+$333K	0.03%	163
2023 Q3	–	Sell	-1,196	Closed	-$214K	–	240
2023 Q2	$214K	Sell	1,196 -104	-8%	-$18.5K	0.03%	171
2023 Q1	$252K	Buy	1,300 +9	+0.7%	+$1.65K	0.04%	149
2022 Q4	$224K	Sell	1,291 -61	-5%	-$10.6K	0.04%	158
2022 Q3	$218K	Buy	1,352 +26	+2%	+$4.92K	0.04%	146
2022 Q2	$242K	Sell	1,326 -6	-0.5%	-$1.09K	0.05%	146
2022 Q1	$286K	Buy	+1,332	New	+$283K	0.05%	136

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

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

Angeles Wealth Management increased its United Parcel Service (UPS) stake by 11% in Q1 2026, buying an estimated $24.5K and bringing the position to 2,325 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #375.

Angeles Wealth Management first reported a position in UPS in Q1 2022 and has held it in 14 quarters since. The position peaked at $582K in Q4 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Angeles Wealth Management held 2,325 shares of United Parcel Service worth $229K as of Q1 2026.
Angeles Wealth Management bought 228 United Parcel Service shares in Q1 2026, an estimated $24.5K.
United Parcel Service made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #375 holding.
Angeles Wealth Management first reported a position in United Parcel Service in Q1 2022 and has held it in 14 quarters since.
Angeles Wealth Management's United Parcel Service position peaked at $582K in Q4 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.