Cherry Tree Wealth Management’s United Parcel Service UPS Stock Holding History

Cherry Tree 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	$296	Hold	3	–	–	﹤0.01%	573
2025 Q4	$298	Hold	3	–	–	﹤0.01%	580
2025 Q3	$251	Hold	3	–	–	﹤0.01%	582
2025 Q2	$303	Hold	3	–	–	﹤0.01%	593
2025 Q1	$330	Hold	3	–	–	﹤0.01%	741
2024 Q4	$379	Hold	3	–	–	﹤0.01%	623
2024 Q3	$410	Hold	3	–	–	﹤0.01%	597
2024 Q2	$411	Hold	3	–	–	﹤0.01%	579
2024 Q1	$446	Hold	3	–	–	﹤0.01%	575
2023 Q4	$472	Sell	3 -24	-89%	-$3.63K	﹤0.01%	569
2023 Q3	$4.21K	Hold	27	–	–	﹤0.01%	420
2023 Q2	$4.84K	Buy	+27	New	+$4.79K	﹤0.01%	404

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

Cherry Tree Wealth Management's UPS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its United Parcel Service (UPS) position steady in Q1 2026 at 3 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Cherry Tree Wealth Management first reported a position in UPS in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.84K in Q2 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Cherry Tree Wealth Management held 3 shares of United Parcel Service worth $296 as of Q1 2026.
Cherry Tree Wealth Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #573 holding.
Cherry Tree Wealth Management first reported a position in United Parcel Service in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's United Parcel Service position peaked at $4.84K in Q2 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.