EW
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Evexia Wealth’s United Parcel Service UPS Stock Holding History

Evexia Wealth’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 		$243K Hold
2,381
– – 0.07% 76
2025
Q4 		$256K Buy
+2,381
New +$223K 0.07% 77
2025
Q3 		– Sell
-2,341
Closed -$232K – 82
2025
Q2 		$232K Hold
2,341
– – 0.07% 73
2025
Q1 		$233K Sell
2,341
-10
-0.4% -$1.2K 0.08% 71
2024
Q4 		$266K Buy
2,351
+228
+11% +$30K 0.09% 73
2024
Q3 		$279K Hold
2,123
– – 0.1% 62
2024
Q2 		$308K Buy
2,123
+25
+1% +$3.58K 0.12% 56
2024
Q1 		$304K Hold
2,098
– – 0.13% 52
2023
Q4 		$298K Buy
2,098
+225
+12% +$34K 0.13% 50
2023
Q3 		$275K Buy
+1,873
New +$323K 0.14% 46

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

Evexia Wealth's UPS Position: Q1 2026 in Review

Evexia Wealth held its United Parcel Service (UPS) position steady in Q1 2026 at 2,381 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #76.

Evexia Wealth first reported a position in UPS in Q3 2023 and has held it in 10 quarters since. The position peaked at $308K in Q2 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Evexia Wealth held 2,381 shares of United Parcel Service worth $243K as of Q1 2026.
  • Evexia Wealth left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.07% of Evexia Wealth's portfolio in Q1 2026, its #76 holding.
  • Evexia Wealth first reported a position in United Parcel Service in Q3 2023 and has held it in 10 quarters since.
  • Evexia Wealth's United Parcel Service position peaked at $308K in Q2 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.