Boomfish Wealth Group’s United Parcel Service UPS Stock Holding History

Boomfish Wealth Group’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	$2.06M	Sell	20,965 -634	-3%	-$68K	1.1%	42
2025 Q4	$2.14M	Buy	21,599 +4,018	+23%	+$376K	1.15%	39
2025 Q3	$1.47M	Buy	17,581 +56	+0.3%	+$5.07K	0.79%	55
2025 Q2	$1.77M	Buy	17,525 +32	+0.2%	+$3.15K	1.02%	43
2025 Q1	$1.92M	Buy	17,493 +21	+0.1%	+$2.51K	1.25%	38
2024 Q4	$2.2M	Sell	17,472 -16	-0.1%	-$2.11K	1.34%	32
2024 Q3	$2.38M	Sell	17,488 -1,027	-6%	-$135K	1.46%	28
2024 Q2	$2.53M	Buy	18,515 +15	+0.1%	+$2.15K	1.64%	16
2024 Q1	$2.75M	Sell	18,500 -16	-0.1%	-$2.43K	1.85%	9
2023 Q4	$2.91M	Buy	+18,516	New	+$2.8M	2.1%	3

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

Boomfish Wealth Group's UPS Position: Q1 2026 in Review

Boomfish Wealth Group reduced its United Parcel Service (UPS) stake by 2.9% in Q1 2026, selling an estimated $68K and leaving 20,965 shares worth $2.06M. The position accounts for 1.1% of the portfolio, ranked #42.

Boomfish Wealth Group first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.91M in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Boomfish Wealth Group held 20,965 shares of United Parcel Service worth $2.06M as of Q1 2026.
Boomfish Wealth Group sold 634 United Parcel Service shares in Q1 2026, an estimated $68K.
United Parcel Service made up 1.1% of Boomfish Wealth Group's portfolio in Q1 2026, its #42 holding.
Boomfish Wealth Group first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Boomfish Wealth Group's United Parcel Service position peaked at $2.91M in Q4 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.