Eagle Bluffs Wealth Management’s United Parcel Service UPS Stock Holding History

Eagle Bluffs 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	$765K	Buy	7,776 +1,452	+23%	+$156K	0.3%	51
2025 Q4	$627K	Sell	6,324 -1,131	-15%	-$106K	0.25%	55
2025 Q3	$623K	Buy	7,455 +204	+3%	+$18.5K	0.27%	55
2025 Q2	$732K	Buy	7,251 +349	+5%	+$34.3K	0.35%	52
2025 Q1	$759K	Buy	6,902 +587	+9%	+$70.2K	0.4%	52
2024 Q4	$796K	Buy	6,315 +1,060	+20%	+$140K	0.43%	50
2024 Q3	$716K	Buy	5,255 +47	+0.9%	+$6.17K	0.39%	50
2024 Q2	$713K	Buy	5,208 +205	+4%	+$29.4K	0.41%	51
2024 Q1	$744K	Buy	5,003 +204	+4%	+$31K	0.46%	50
2023 Q4	$755K	Buy	4,799 +586	+14%	+$88.6K	0.51%	46
2023 Q3	$657K	Buy	+4,213	New	+$727K	0.5%	46

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

Eagle Bluffs Wealth Management's UPS Position: Q1 2026 in Review

Eagle Bluffs Wealth Management increased its United Parcel Service (UPS) stake by 23% in Q1 2026, buying an estimated $156K and bringing the position to 7,776 shares worth $765K. The position accounts for 0.3% of the portfolio, ranked #51.

Eagle Bluffs Wealth Management first reported a position in UPS in Q3 2023 and has held it in 11 quarters since. The position peaked at $796K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Eagle Bluffs Wealth Management held 7,776 shares of United Parcel Service worth $765K as of Q1 2026.
Eagle Bluffs Wealth Management bought 1,452 United Parcel Service shares in Q1 2026, an estimated $156K.
United Parcel Service made up 0.3% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #51 holding.
Eagle Bluffs Wealth Management first reported a position in United Parcel Service in Q3 2023 and has held it in 11 quarters since.
Eagle Bluffs Wealth Management's United Parcel Service position peaked at $796K in Q4 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.