Delos Wealth Advisors’s United Parcel Service UPS Stock Holding History

Delos Wealth Advisors’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	–	Sell	-75	Closed	-$7.44K	–	313
2025 Q4	$7.44K	Buy	+75	New	+$7.01K	﹤0.01%	182
2024 Q3	–	Sell	-26	Closed	-$3.56K	–	353
2024 Q2	$3.56K	Hold	26	–	–	﹤0.01%	177
2024 Q1	$3.87K	Buy	26 +21	+420%	+$3.19K	﹤0.01%	176
2023 Q4	$787	Hold	5	–	–	﹤0.01%	206
2023 Q3	$847	Hold	5	–	–	﹤0.01%	239
2023 Q2	$897	Hold	5	–	–	﹤0.01%	225
2023 Q1	$970	Hold	5	–	–	﹤0.01%	226
2022 Q4	$869	Hold	5	–	–	﹤0.01%	247
2022 Q3	$1K	Sell	5 -69	-93%	-$13.1K	﹤0.01%	280
2022 Q2	$14K	Sell	74 -474	-86%	-$86.5K	0.02%	115
2022 Q1	$118K	Buy	548 +474	+641%	+$101K	0.12%	56
2021 Q4	$16K	Buy	+74	New	+$15.1K	0.02%	153

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

Delos Wealth Advisors's UPS Position: Q1 2026 in Review

Delos Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 75 shares — an estimated $7.44K sold.

Delos Wealth Advisors first reported a position in UPS in Q4 2021 and held it in 12 quarters. The position peaked at $118K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Delos Wealth Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Delos Wealth Advisors sold 75 United Parcel Service shares in Q1 2026, an estimated $7.44K.
Delos Wealth Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 12 quarters.
Delos Wealth Advisors's United Parcel Service position peaked at $118K in Q1 2022.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.