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BIP Wealth’s United Parcel Service UPS Stock Holding History

BIP Wealth’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 		$1.66M Sell
16,882
-434
-3% -$46.5K 0.07% 148
2025
Q4 		$1.72M Buy
17,316
+14,264
+467% +$1.33M 0.06% 156
2025
Q3 		$255K Buy
3,052
+268
+10% +$24.3K 0.01% 259
2025
Q2 		$281K Hold
2,784
– – 0.02% 221
2025
Q1 		$306K Sell
2,784
-116
-4% -$13.9K 0.02% 206
2024
Q4 		$366K Buy
+2,900
New +$382K 0.02% 183

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

BIP Wealth's UPS Position: Q1 2026 in Review

BIP Wealth reduced its United Parcel Service (UPS) stake by 2.5% in Q1 2026, selling an estimated $46.5K and leaving 16,882 shares worth $1.66M. The position accounts for 0.07% of the portfolio, ranked #148.

BIP Wealth first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • BIP Wealth held 16,882 shares of United Parcel Service worth $1.66M as of Q1 2026.
  • BIP Wealth sold 434 United Parcel Service shares in Q1 2026, an estimated $46.5K.
  • United Parcel Service made up 0.07% of BIP Wealth's portfolio in Q1 2026, its #148 holding.
  • BIP Wealth first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • BIP Wealth's United Parcel Service position peaked at $1.72M in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.