Brady Martz Wealth Solutions’s United Parcel Service UPS Stock Holding History

Brady Martz Wealth Solutions’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	–	Sell	-4,487	Closed	-$445K	–	201
2025 Q4	$445K	Sell	4,487 -158	-3%	-$14.8K	0.08%	136
2025 Q3	$388K	Sell	4,645 -20	-0.4%	-$1.81K	0.07%	130
2025 Q2	$471K	Sell	4,665 -53	-1%	-$5.21K	0.09%	119
2025 Q1	$519K	Sell	4,718 -107	-2%	-$12.8K	0.12%	107
2024 Q4	$607K	Buy	+4,825	New	+$635K	0.15%	104

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

Brady Martz Wealth Solutions's UPS Position: Q1 2026 in Review

Brady Martz Wealth Solutions sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 4,487 shares — an estimated $445K sold.

Brady Martz Wealth Solutions first reported a position in UPS in Q4 2024 and held it in 5 quarters. The position peaked at $607K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Brady Martz Wealth Solutions reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Brady Martz Wealth Solutions sold 4,487 United Parcel Service shares in Q1 2026, an estimated $445K.
Brady Martz Wealth Solutions first reported a position in United Parcel Service in Q4 2024 and held it in 5 quarters.
Brady Martz Wealth Solutions's United Parcel Service position peaked at $607K in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.