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Crestmont Private Wealth’s United Parcel Service UPS Stock Holding History

Crestmont Private Wealth’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 		$329K Buy
+3,348
New +$359K 0.1% 78
2025
Q4 		– Sell
-2,510
Closed -$210K – 104
2025
Q3 		$210K Buy
2,510
+459
+22% +$41.6K 0.07% 88
2025
Q2 		$207K Buy
2,051
+179
+10% +$17.6K 0.07% 78
2025
Q1 		$206K Sell
1,872
-30
-2% -$3.59K 0.09% 71
2024
Q4 		$240K Buy
1,902
+106
+6% +$14K 0.11% 62
2024
Q3 		$245K Buy
1,796
+60
+3% +$7.88K 0.11% 73
2024
Q2 		$238K Buy
+1,736
New +$249K 0.11% 69

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

Crestmont Private Wealth's UPS Position: Q1 2026 in Review

Crestmont Private Wealth opened a new position in United Parcel Service (UPS) in Q1 2026: 3,348 shares worth $329K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: Crestmont Private Wealth previously reported a position in UPS as recently as Q3 2025.

Crestmont Private Wealth first reported a position in UPS in Q2 2024 and has held it in 7 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Crestmont Private Wealth held 3,348 shares of United Parcel Service worth $329K as of Q1 2026.
  • United Parcel Service was a new Crestmont Private Wealth position in Q1 2026.
  • United Parcel Service made up 0.1% of Crestmont Private Wealth's portfolio in Q1 2026, its #78 holding.
  • Crestmont Private Wealth first reported a position in United Parcel Service in Q2 2024 and has held it in 7 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.