Focus Partners Wealth
UPS icon

Focus Partners Wealth’s United Parcel Service UPS Stock Holding History

Focus Partners 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 		$31.6M Sell
321,420
-11,373
-3% -$1.22M 0.04% 386
2025
Q4 		$32.9M Buy
332,793
+48,930
+17% +$4.58M 0.04% 374
2025
Q3 		$23.8M Sell
283,863
-17,016
-6% -$1.54M 0.04% 365
2025
Q2 		$30.4M Sell
300,879
-84,959
-22% -$8.36M 0.07% 270
2025
Q1 		$42.4M Sell
385,838
-40,868
-10% -$4.89M 0.11% 189
2024
Q4 		$53.8M Buy
426,706
+61,820
+17% +$8.14M 0.14% 150
2024
Q3 		$49.7M Sell
364,886
-680,944
-65% -$89.4M 0.16% 138
2024
Q2 		$143M Buy
1,045,830
+858,585
+459% +$123M 0.48% 47
2024
Q1 		$27.8M Buy
187,245
+124,770
+200% +$19M 0.23% 117
2023
Q4 		$9.82M Buy
+62,475
New +$9.45M 0.13% 158

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

Focus Partners Wealth's UPS Position: Q1 2026 in Review

Focus Partners Wealth reduced its United Parcel Service (UPS) stake by 3.4% in Q1 2026, selling an estimated $1.22M and leaving 321,420 shares worth $31.6M. The position accounts for 0.04% of the portfolio, ranked #386.

Focus Partners Wealth first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $143M in Q2 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Focus Partners Wealth held 321,420 shares of United Parcel Service worth $31.6M as of Q1 2026.
  • Focus Partners Wealth sold 11,373 United Parcel Service shares in Q1 2026, an estimated $1.22M.
  • United Parcel Service made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #386 holding.
  • Focus Partners Wealth first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's United Parcel Service position peaked at $143M in Q2 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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