Cedar Wealth Management’s United Parcel Service UPS Stock Holding History

Cedar Wealth Management’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	-31	Closed	-$3.04K	–	217
2025 Q4	$3.04K	Hold	31	–	–	﹤0.01%	207
2025 Q3	$2.56K	Hold	31	–	–	﹤0.01%	225
2025 Q2	$3.1K	Buy	+31	New	+$3.05K	﹤0.01%	207
2024 Q4	–	Sell	-202	Closed	-$27.5K	–	250
2024 Q3	$27.5K	Hold	202	–	–	0.01%	178
2024 Q2	$27.6K	Sell	202 -142	-41%	-$20.3K	0.01%	189
2024 Q1	$51.1K	Buy	+344	New	+$52.3K	0.02%	166
2018 Q3	–	Sell	-43	Closed	-$5K	–	228
2018 Q2	$5K	Buy	+43	New	+$4.83K	﹤0.01%	168

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

Cedar Wealth Management's UPS Position: Q1 2026 in Review

Cedar Wealth Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 31 shares — an estimated $3.04K sold.

Cedar Wealth Management first reported a position in UPS in Q2 2018 and held it in 7 quarters. The position peaked at $51.1K in Q1 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Cedar Wealth Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 31 United Parcel Service shares in Q1 2026, an estimated $3.04K.
Cedar Wealth Management first reported a position in United Parcel Service in Q2 2018 and held it in 7 quarters.
Cedar Wealth Management's United Parcel Service position peaked at $51.1K in Q1 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.