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

EQ 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
-1,275
Closed -$126K – 222
2025
Q4 		$126K Buy
+1,275
New +$119K 0.07% 64
2025
Q3 		– Sell
-1,821
Closed -$184K – 215
2025
Q2 		$184K Buy
+1,821
New +$179K 0.13% 49

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

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

EQ Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 1,275 shares — an estimated $126K sold.

EQ Wealth Advisors first reported a position in UPS in Q2 2025 and held it in 2 quarters. The position peaked at $184K in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • EQ Wealth Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 1,275 United Parcel Service shares in Q1 2026, an estimated $126K.
  • EQ Wealth Advisors first reported a position in United Parcel Service in Q2 2025 and held it in 2 quarters.
  • EQ Wealth Advisors's United Parcel Service position peaked at $184K in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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