Bartlett & Co Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $609K | Sell |
6,319
-167
| -3% | -$17.9K | 0.01% | 319 |
|
|
2025
Q4 | $643K | Sell |
6,486
-338
| -5% | -$31.6K | 0.01% | 305 |
|
|
2025
Q3 | $570K | Sell |
6,824
-1,410
| -17% | -$128K | 0.01% | 317 |
|
|
2025
Q2 | $831K | Sell |
8,234
-7,145
| -46% | -$703K | 0.01% | 272 |
|
|
2025
Q1 | $1.69M | Sell |
15,379
-52,007
| -77% | -$6.22M | 0.02% | 208 |
|
|
2024
Q4 | $8.5M | Sell |
67,386
-5,009
| -7% | -$659K | 0.12% | 110 |
|
|
2024
Q3 | $9.87M | Sell |
72,395
-5,159
| -7% | -$677K | 0.14% | 103 |
|
|
2024
Q2 | $10.6M | Sell |
77,554
-11,950
| -13% | -$1.71M | 0.16% | 98 |
|
|
2024
Q1 | $13.3M | Sell |
89,504
-2,189
| -2% | -$333K | 0.2% | 87 |
|
|
2023
Q4 | $14.4M | Sell |
91,693
-3,365
| -4% | -$509K | 0.23% | 79 |
|
|
2023
Q3 | $14.8M | Sell |
95,058
-974
| -1% | -$168K | 0.27% | 78 |
|
|
2023
Q2 | $17.2M | Buy |
96,032
+4,237
| +5% | +$752K | 0.3% | 72 |
|
|
2023
Q1 | $17.8M | Sell |
91,795
-1,054
| -1% | -$193K | 0.34% | 70 |
|
|
2022
Q4 | $16.1M | Sell |
92,849
-32
| -0% | -$5.54K | 0.32% | 72 |
|
|
2022
Q3 | $15M | Sell |
92,881
-2,825
| -3% | -$535K | 0.32% | 72 |
|
|
2022
Q2 | $17.5M | Sell |
95,706
-19,693
| -17% | -$3.59M | 0.35% | 67 |
|
|
2022
Q1 | $24.7M | Buy |
115,399
+5,710
| +5% | +$1.21M | 0.43% | 63 |
|
|
2021
Q4 | $23.5M | Sell |
109,689
-740
| -0.7% | -$151K | 0.4% | 69 |
|
|
2021
Q3 | $20.1M | Sell |
110,429
-440
| -0.4% | -$86.9K | 0.38% | 68 |
|
|
2021
Q2 | $23.1M | Sell |
110,869
-692
| -0.6% | -$138K | 0.44% | 66 |
|
|
2021
Q1 | $19M | Buy |
111,561
+36
| +0% | +$5.82K | 0.38% | 70 |
|
|
2020
Q4 | $18.8M | Sell |
111,525
-1,696
| -1% | -$286K | 0.4% | 70 |
|
|
2020
Q3 | $18.9M | Sell |
113,221
-195
| -0.2% | -$28.4K | 0.44% | 65 |
|
|
2020
Q2 | $12.6M | Sell |
113,416
-9,793
| -8% | -$978K | 0.33% | 70 |
|
|
2020
Q1 | $11.5M | Sell |
123,209
-28,494
| -19% | -$2.95M | 0.35% | 71 |
|
|
2019
Q4 | $17.8M | Sell |
151,703
-4,255
| -3% | -$504K | 0.43% | 67 |
|
|
2019
Q3 | $18.7M | Buy |
155,958
+104,290
| +202% | +$11.9M | 0.49% | 59 |
|
|
2019
Q2 | $5.34M | Buy |
51,668
+9,390
| +22% | +$977K | 0.2% | 87 |
|
|
2019
Q1 | $4.72M | Buy |
42,278
+5,160
| +14% | +$547K | 0.18% | 89 |
|
|
2018
Q4 | $3.62M | Buy |
37,118
+205
| +0.6% | +$22.2K | 0.15% | 98 |
|
|
2018
Q3 | $4.31M | Buy |
36,913
+230
| +0.6% | +$27.1K | 0.16% | 92 |
|
|
2018
Q2 | $3.9M | Buy |
36,683
+45
| +0.1% | +$5.05K | 0.16% | 90 |
|
|
2018
Q1 | $3.83M | Buy |
+36,638
| New | +$4.23M | 0.16% | 88 |
|
Other funds holding UPS
VCM
VPM
Bartlett & Co Wealth Management's UPS Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its United Parcel Service (UPS) stake by 2.6% in Q1 2026, selling an estimated $17.9K and leaving 6,319 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #319.
Bartlett & Co Wealth Management first reported a position in UPS in Q1 2018 and has held it in 33 quarters since. The position peaked at $24.7M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Bartlett & Co Wealth Management held 6,319 shares of United Parcel Service worth $609K as of Q1 2026.
- Bartlett & Co Wealth Management sold 167 United Parcel Service shares in Q1 2026, an estimated $17.9K.
- United Parcel Service made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #319 holding.
- Bartlett & Co Wealth Management first reported a position in United Parcel Service in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's United Parcel Service position peaked at $24.7M in Q1 2022.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.