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

ForthRight 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
2026 Q1	$929K	Hold	9,442	–	–	0.26%	35
2025 Q4	$937K	Sell	9,442 -5	-0.1%	-$468	0.27%	35
2025 Q3	$789K	Buy	9,447 +5	+0.1%	+$453	0.23%	38
2025 Q2	$953K	Hold	9,442	–	–	0.3%	32
2025 Q1	$1.04M	Sell	9,442 -35	-0.4%	-$4.18K	0.35%	30
2024 Q4	$1.2M	Buy	9,477 +8	+0.1%	+$1.05K	0.4%	29
2024 Q3	$1.29M	Sell	9,469 -66	-0.7%	-$8.66K	0.43%	28
2024 Q2	$1.3M	Buy	9,535 +1	+0%	+$143	0.47%	28
2024 Q1	$1.42M	Sell	9,534 -140	-1%	-$21.3K	0.51%	28
2023 Q4	$1.52M	Sell	9,674 -11	-0.1%	-$1.66K	0.59%	27
2023 Q3	$1.51M	Buy	9,685 +13	+0.1%	+$2.24K	0.65%	26
2023 Q2	$1.73M	Sell	9,672 -245	-2%	-$43.5K	0.72%	25
2023 Q1	$1.92M	Buy	9,917 +104	+1%	+$19.1K	0.88%	22
2022 Q4	$1.71M	Buy	9,813 +159	+2%	+$27.5K	0.87%	21
2022 Q3	$1.56M	Hold	9,654	–	–	0.92%	19
2022 Q2	$1.76M	Hold	9,654	–	–	0.98%	18
2022 Q1	$2.07M	Sell	9,654 -100	-1%	-$21.2K	1.07%	18
2021 Q4	$2.09M	Hold	9,754	–	–	1.14%	16
2021 Q3	$1.78M	Buy	9,754 +212	+2%	+$41.8K	1.08%	15
2021 Q2	$1.98M	Sell	9,542 -292	-3%	-$58.4K	1.26%	14
2021 Q1	$1.67M	Buy	+9,834	New	+$1.59M	1.13%	14

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ForthRight Wealth Management held its United Parcel Service (UPS) position steady in Q1 2026 at 9,442 shares worth $929K. The position accounts for 0.26% of the portfolio, ranked #35.

ForthRight Wealth Management first reported a position in UPS in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.09M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

ForthRight Wealth Management held 9,442 shares of United Parcel Service worth $929K as of Q1 2026.
ForthRight Wealth Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.26% of ForthRight Wealth Management's portfolio in Q1 2026, its #35 holding.
ForthRight Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 21 quarters since.
ForthRight Wealth Management's United Parcel Service position peaked at $2.09M in Q4 2021.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.