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Badgley Phelps Wealth Managers’s United Parcel Service UPS Stock Holding History

Badgley Phelps Wealth Managers’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 		$11.1M Sell
112,416
-16,852
-13% -$1.81M 0.22% 101
2025
Q4 		$12.8M Sell
129,268
-2,251
-2% -$211K 0.23% 100
2025
Q3 		$11M Hold
131,519
– – 0.23% 100
2025
Q2 		$13.3M Sell
131,519
-32
-0% -$3.15K 0.29% 91
2025
Q1 		$14.5M Sell
131,551
-3,049
-2% -$365K 0.35% 79
2024
Q4 		$17M Sell
134,600
-201
-0.1% -$26.5K 0.4% 69
2024
Q3 		$18.4M Sell
134,801
-772
-0.6% -$101K 0.43% 71
2024
Q2 		$18.6M Sell
135,573
-1,092
-0.8% -$156K 0.46% 67
2024
Q1 		$20.3M Sell
136,665
-35,856
-21% -$5.45M 0.51% 63
2023
Q4 		$27.1M Sell
172,521
-13,121
-7% -$1.98M 0.74% 43
2023
Q3 		$28.9M Sell
185,642
-3,642
-2% -$629K 0.99% 30
2023
Q2 		$33.9M Buy
189,284
+484
+0.3% +$85.9K 1.12% 22
2023
Q1 		$36.6M Buy
188,800
+1,777
+1% +$326K 1.35% 19
2022
Q4 		$32.5M Sell
187,023
-6,706
-3% -$1.16M 1.3% 20
2022
Q3 		$31.3M Buy
193,729
+390
+0.2% +$73.8K 1.34% 17
2022
Q2 		$35.3M Sell
193,339
-64
-0% -$11.7K 1.45% 15
2022
Q1 		$41.5M Buy
193,403
+20,149
+12% +$4.28M 1.44% 14
2021
Q4 		$37.1M Sell
173,254
-1,265
-0.7% -$257K 1.21% 23
2021
Q3 		$31.8M Buy
+174,519
New +$34.4M 1.15% 23

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

Badgley Phelps Wealth Managers's UPS Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its United Parcel Service (UPS) stake by 13% in Q1 2026, selling an estimated $1.81M and leaving 112,416 shares worth $11.1M. The position accounts for 0.22% of the portfolio, ranked #101.

Badgley Phelps Wealth Managers first reported a position in UPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $41.5M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Badgley Phelps Wealth Managers held 112,416 shares of United Parcel Service worth $11.1M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 16,852 United Parcel Service shares in Q1 2026, an estimated $1.81M.
  • United Parcel Service made up 0.22% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #101 holding.
  • Badgley Phelps Wealth Managers first reported a position in United Parcel Service in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's United Parcel Service position peaked at $41.5M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.