CFWMA
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Center for Wealth Management Advisory’s United Parcel Service UPS Stock Holding History

Center for Wealth Management Advisory’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 		$1.57M Buy
15,908
+1,780
+13% +$191K 1.13% 32
2025
Q4 		$1.4M Buy
+14,128
New +$1.32M 1.03% 33

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

Center for Wealth Management Advisory's UPS Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its United Parcel Service (UPS) stake by 13% in Q1 2026, buying an estimated $191K and bringing the position to 15,908 shares worth $1.57M. The position accounts for 1.13% of the portfolio, ranked #32.

Center for Wealth Management Advisory first reported a position in UPS in Q4 2025 and has held it in 2 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Center for Wealth Management Advisory held 15,908 shares of United Parcel Service worth $1.57M as of Q1 2026.
  • Center for Wealth Management Advisory bought 1,780 United Parcel Service shares in Q1 2026, an estimated $191K.
  • United Parcel Service made up 1.13% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #32 holding.
  • Center for Wealth Management Advisory first reported a position in United Parcel Service in Q4 2025 and has held it in 2 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.