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

Consultiva 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 		$21.2K Hold
215
– – 0.06% 156
2025
Q4 		$21.3K Hold
215
– – 0.06% 153
2025
Q3 		$18K Hold
215
– – 0.05% 172
2025
Q2 		$21.7K Hold
215
– – 0.07% 152
2025
Q1 		$23.6K Hold
215
– – 0.08% 143
2024
Q4 		$27.1K Buy
+215
New +$28.3K 0.14% 80

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

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

Consultiva Wealth Management held its United Parcel Service (UPS) position steady in Q1 2026 at 215 shares worth $21.2K. The position accounts for 0.06% of the portfolio, ranked #156.

Consultiva Wealth Management first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.1K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Consultiva Wealth Management held 215 shares of United Parcel Service worth $21.2K as of Q1 2026.
  • Consultiva Wealth Management left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.06% of Consultiva Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Consultiva Wealth Management first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's United Parcel Service position peaked at $27.1K in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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