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

Diversify 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 		$107 Buy
+100
New +$10.7K ﹤0.01% 1168

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

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

Diversify Wealth Management increased its United Parcel Service (UPS) stake by 245% in Q1 2026, buying an estimated $1.23M and bringing the position to 16,148 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #421.

Diversify Wealth Management first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.99M in Q3 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Diversify Wealth Management held 16,148 shares of United Parcel Service worth $1.72M as of Q1 2026.
  • Diversify Wealth Management bought 11,473 United Parcel Service shares in Q1 2026, an estimated $1.23M.
  • United Parcel Service made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #421 holding.
  • Diversify Wealth Management first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's United Parcel Service position peaked at $1.99M in Q3 2024.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.