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

Destination 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	$2.79M	Buy	28,336 +789	+3%	+$84.6K	0.07%	114
2025 Q4	$2.73M	Buy	27,547 +20,424	+287%	+$1.91M	0.07%	112
2025 Q3	$595K	Buy	7,123 +307	+5%	+$27.8K	0.02%	165
2025 Q2	$688K	Buy	+6,816	New	+$671K	0.02%	149
2019 Q3	–	Sell	-141	Closed	-$15K	–	482
2019 Q2	$15K	Sell	141 -266	-65%	-$27.7K	﹤0.01%	411
2019 Q1	$45K	Buy	+407	New	+$43.2K	﹤0.01%	276
2018 Q4	–	Sell	-70	Closed	-$8K	–	699
2018 Q3	$8K	Buy	+70	New	+$8.24K	﹤0.01%	479
2015 Q3	–	Sell	-2,435	Closed	-$236K	–	217
2015 Q2	$236K	Buy	+2,435	New	+$242K	0.02%	219

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

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

Destination Wealth Management increased its United Parcel Service (UPS) stake by 2.9% in Q1 2026, buying an estimated $84.6K and bringing the position to 28,336 shares worth $2.79M. The position accounts for 0.07% of the portfolio, ranked #114.

Destination Wealth Management first reported a position in UPS in Q2 2015 and has held it in 8 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Destination Wealth Management held 28,336 shares of United Parcel Service worth $2.79M as of Q1 2026.
Destination Wealth Management bought 789 United Parcel Service shares in Q1 2026, an estimated $84.6K.
United Parcel Service made up 0.07% of Destination Wealth Management's portfolio in Q1 2026, its #114 holding.
Destination Wealth Management first reported a position in United Parcel Service in Q2 2015 and has held it in 8 quarters since.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.