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Evoke Wealth’s United Parcel Service UPS Stock Holding History

Evoke 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 		$580K Sell
5,892
-21
-0.4% -$2.25K 0.01% 380
2025
Q4 		$586K Buy
5,913
+2,881
+95% +$269K 0.01% 358
2025
Q3 		$253K Sell
3,032
-2,648
-47% -$240K 0.01% 544
2025
Q2 		$573K Buy
5,680
+2,927
+106% +$288K 0.01% 316
2025
Q1 		$303K Buy
2,753
+354
+15% +$42.3K 0.01% 352
2024
Q4 		$303K Buy
2,399
+491
+26% +$64.6K 0.01% 338
2024
Q3 		$260K Buy
+1,908
New +$251K 0.01% 357
2024
Q2 		– Sell
-2,086
Closed -$310K – 366
2024
Q1 		$310K Buy
+2,086
New +$317K 0.01% 323
2023
Q4 		– Sell
-2,047
Closed -$319K – 331
2023
Q3 		$319K Buy
2,047
+82
+4% +$14.2K 0.01% 287
2023
Q2 		$352K Buy
1,965
+47
+2% +$8.35K 0.01% 259
2023
Q1 		$372K Sell
1,918
-64
-3% -$11.7K 0.01% 246
2022
Q4 		$344K Sell
1,982
-728
-27% -$126K 0.01% 262
2022
Q3 		$438K Buy
2,710
+51
+2% +$9.66K 0.02% 222
2022
Q2 		$485K Sell
2,659
-632
-19% -$115K 0.02% 220
2022
Q1 		$706K Sell
3,291
-207
-6% -$44K 0.02% 202
2021
Q4 		$750K Buy
3,498
+103
+3% +$20.9K 0.02% 202
2021
Q3 		$618K Sell
3,395
-14
-0.4% -$2.76K 0.02% 212
2021
Q2 		$709K Buy
3,409
+99
+3% +$19.8K 0.03% 206
2021
Q1 		$563K Buy
3,310
+1,925
+139% +$311K 0.03% 201
2020
Q4 		$233K Hold
1,385
– – 0.02% 217
2020
Q3 		$231K Buy
1,385
+55
+4% +$8.01K 0.02% 195
2020
Q2 		$148K Sell
1,330
-379
-22% -$37.8K 0.01% 226
2020
Q1 		$160K Sell
1,709
-750
-31% -$77.7K 0.02% 205
2019
Q4 		$288K Sell
2,459
-509
-17% -$60.3K 0.04% 178
2019
Q3 		$356K Buy
+2,968
New +$339K 0.04% 177

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

Evoke Wealth's UPS Position: Q1 2026 in Review

Evoke Wealth reduced its United Parcel Service (UPS) stake by 0.36% in Q1 2026, selling an estimated $2.25K and leaving 5,892 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #380.

Evoke Wealth first reported a position in UPS in Q3 2019 and has held it in 25 quarters since. The position peaked at $750K in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Evoke Wealth held 5,892 shares of United Parcel Service worth $580K as of Q1 2026.
  • Evoke Wealth sold 21 United Parcel Service shares in Q1 2026, an estimated $2.25K.
  • United Parcel Service made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #380 holding.
  • Evoke Wealth first reported a position in United Parcel Service in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's United Parcel Service position peaked at $750K in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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