Dakota Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $802K | Sell |
8,156
-1,985
| -20% | -$213K | 0.02% | 442 |
|
|
2025
Q4 | $1.01M | Sell |
10,141
-910
| -8% | -$85.1K | 0.02% | 406 |
|
|
2025
Q3 | $923K | Sell |
11,051
-5,493
| -33% | -$498K | 0.02% | 366 |
|
|
2025
Q2 | $1.67M | Buy |
16,544
+4,019
| +32% | +$395K | 0.04% | 298 |
|
|
2025
Q1 | $1.38M | Buy |
12,525
+2,035
| +19% | +$243K | 0.03% | 314 |
|
|
2024
Q4 | $1.32M | Sell |
10,490
-570
| -5% | -$75K | 0.03% | 318 |
|
|
2024
Q3 | $1.51M | Buy |
11,060
+3,280
| +42% | +$431K | 0.03% | 308 |
|
|
2024
Q2 | $1.06M | Sell |
7,780
-597
| -7% | -$85.5K | 0.03% | 357 |
|
|
2024
Q1 | $1.25M | Sell |
8,377
-332
| -4% | -$50.5K | 0.03% | 328 |
|
|
2023
Q4 | $1.37M | Sell |
8,709
-105
| -1% | -$15.9K | 0.05% | 267 |
|
|
2023
Q3 | $1.37M | Buy |
8,814
+1,004
| +13% | +$173K | 0.06% | 247 |
|
|
2023
Q2 | $1.4M | Buy |
7,810
+79
| +1% | +$14K | 0.07% | 213 |
|
|
2023
Q1 | $1.5M | Sell |
7,731
-1,295
| -14% | -$238K | 0.1% | 180 |
|
|
2022
Q4 | $1.57M | Buy |
9,026
+140
| +2% | +$24.2K | 0.11% | 175 |
|
|
2022
Q3 | $1.44M | Buy |
8,886
+5,300
| +148% | +$1M | 0.12% | 184 |
|
|
2022
Q2 | $655K | Sell |
3,586
-271
| -7% | -$49.4K | 0.06% | 241 |
|
|
2022
Q1 | $827K | Buy |
3,857
+153
| +4% | +$32.5K | 0.07% | 216 |
|
|
2021
Q4 | $794K | Hold |
3,704
| – | – | 0.08% | 188 |
|
|
2021
Q3 | $675K | Sell |
3,704
-329
| -8% | -$64.9K | 0.08% | 195 |
|
|
2021
Q2 | $839K | Sell |
4,033
-402
| -9% | -$80.4K | 0.1% | 167 |
|
|
2021
Q1 | $754K | Sell |
4,435
-237
| -5% | -$38.3K | 0.1% | 167 |
|
|
2020
Q4 | $787K | Buy |
4,672
+134
| +3% | +$22.6K | 0.1% | 169 |
|
|
2020
Q3 | $756K | Buy |
4,538
+365
| +9% | +$53.1K | 0.12% | 131 |
|
|
2020
Q2 | $464K | Sell |
4,173
-11,031
| -73% | -$1.1M | 0.08% | 173 |
|
|
2020
Q1 | $1.42M | Buy |
15,204
+11,855
| +354% | +$1.23M | 0.31% | 83 |
|
|
2019
Q4 | $392K | Sell |
3,349
-82
| -2% | -$9.71K | 0.06% | 219 |
|
|
2019
Q3 | $411K | Sell |
3,431
-99
| -3% | -$11.3K | 0.07% | 202 |
|
|
2019
Q2 | $364K | Buy |
3,530
+930
| +36% | +$96.7K | 0.07% | 203 |
|
|
2019
Q1 | $288K | Sell |
2,600
-500
| -16% | -$53K | 0.06% | 240 |
|
|
2018
Q4 | $324K | Buy |
3,100
+41
| +1% | +$4.45K | 0.07% | 208 |
|
|
2018
Q3 | $357K | Buy |
3,059
+180
| +6% | +$21.2K | 0.08% | 195 |
|
|
2018
Q2 | $306K | Buy |
+2,879
| New | +$323K | 0.09% | 164 |
|
Other funds holding UPS
VCM
VPM
Dakota Wealth Management's UPS Position: Q1 2026 in Review
Dakota Wealth Management reduced its United Parcel Service (UPS) stake by 20% in Q1 2026, selling an estimated $213K and leaving 8,156 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #442.
Dakota Wealth Management first reported a position in UPS in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.67M in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Dakota Wealth Management held 8,156 shares of United Parcel Service worth $802K as of Q1 2026.
- Dakota Wealth Management sold 1,985 United Parcel Service shares in Q1 2026, an estimated $213K.
- United Parcel Service made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #442 holding.
- Dakota Wealth Management first reported a position in United Parcel Service in Q2 2018 and has held it in 32 quarters since.
- Dakota Wealth Management's United Parcel Service position peaked at $1.67M in Q2 2025.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.