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

Collaborative 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	$525K	Sell	5,340 -1,850	-26%	-$198K	0.24%	68
2025 Q4	$713K	Buy	7,190 +1,850	+35%	+$173K	0.25%	82
2025 Q3	$446K	Buy	5,340 +1,105	+26%	+$100K	0.18%	108
2025 Q2	$427K	Sell	4,235 -71	-2%	-$6.99K	0.19%	102
2025 Q1	$474K	Hold	4,306	–	–	0.22%	91
2024 Q4	$543K	Buy	4,306 +2,100	+95%	+$276K	0.25%	86
2024 Q3	$301K	Buy	+2,206	New	+$290K	0.14%	128

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

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

Collaborative Wealth Management reduced its United Parcel Service (UPS) stake by 26% in Q1 2026, selling an estimated $198K and leaving 5,340 shares worth $525K. The position accounts for 0.24% of the portfolio, ranked #68.

Collaborative Wealth Management first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. The position peaked at $713K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Collaborative Wealth Management held 5,340 shares of United Parcel Service worth $525K as of Q1 2026.
Collaborative Wealth Management sold 1,850 United Parcel Service shares in Q1 2026, an estimated $198K.
United Parcel Service made up 0.24% of Collaborative Wealth Management's portfolio in Q1 2026, its #68 holding.
Collaborative Wealth Management first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
Collaborative Wealth Management's United Parcel Service position peaked at $713K in Q4 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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