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Focused Wealth Management’s United Parcel Service UPS Stock Holding History

Focused 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
2023
Q3 		– Sell
-4,400
Closed -$20.9K – 1109
2023
Q2 		$20.9K Buy
+4,400
New +$781K ﹤0.01% 428
2021
Q4 		– Sell
-3,000
Closed -$1K – 1106
2021
Q3 		$1K Buy
+3,000
New +$592K ﹤0.01% 947

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

Focused Wealth Management's UPS Position: Q1 2026 in Review

Focused Wealth Management opened a new position in United Parcel Service (UPS) in Q1 2026: 294 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in UPS as recently as Q4 2023.

Focused Wealth Management first reported a position in UPS in Q3 2013 and has held it in 39 quarters since. The position peaked at $146K in Q2 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Focused Wealth Management held 294 shares of United Parcel Service worth $29K as of Q1 2026.
  • United Parcel Service was a new Focused Wealth Management position in Q1 2026.
  • United Parcel Service made up ﹤0.01% of Focused Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Focused Wealth Management first reported a position in United Parcel Service in Q3 2013 and has held it in 39 quarters since.
  • Focused Wealth Management's United Parcel Service position peaked at $146K in Q2 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.