FMWA
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Forvis Mazars Wealth Advisors’s United Parcel Service UPS Stock Holding History

Forvis Mazars Wealth Advisors’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 		$417K Sell
4,242
-1,152
-21% -$124K 0.01% 307
2025
Q4 		$535K Sell
5,394
-67
-1% -$6.27K 0.01% 273
2025
Q3 		$456K Sell
5,461
-995
-15% -$90.1K 0.01% 298
2025
Q2 		$652K Sell
6,456
-177
-3% -$17.4K 0.01% 248
2025
Q1 		$730K Sell
6,633
-284
-4% -$34K 0.02% 237
2024
Q4 		$872K Sell
6,917
-167
-2% -$22K 0.02% 240
2024
Q3 		$966K Sell
7,084
-439
-6% -$57.6K 0.02% 234
2024
Q2 		$1.03M Sell
7,523
-680
-8% -$97.4K 0.03% 209
2024
Q1 		$1.22M Sell
8,203
-285
-3% -$43.3K 0.03% 199
2023
Q4 		$1.33M Sell
8,488
-1,790
-17% -$271K 0.04% 184
2023
Q3 		$1.6M Sell
10,278
-352
-3% -$60.8K 0.05% 167
2023
Q2 		$1.91M Sell
10,630
-304
-3% -$54K 0.06% 170
2023
Q1 		$2.12M Sell
10,934
-44
-0.4% -$8.07K 0.07% 142
2022
Q4 		$1.91M Buy
10,978
+144
+1% +$24.9K 0.07% 148
2022
Q3 		$1.75M Buy
10,834
+139
+1% +$26.3K 0.07% 148
2022
Q2 		$1.95M Buy
10,695
+401
+4% +$73.1K 0.08% 129
2022
Q1 		$2.21M Sell
10,294
-173
-2% -$36.8K 0.09% 99
2021
Q4 		$2.24M Buy
10,467
+115
+1% +$23.4K 0.09% 95
2021
Q3 		$1.89M Buy
10,352
+343
+3% +$67.7K 0.09% 98
2021
Q2 		$2.08M Sell
10,009
-287
-3% -$57.4K 0.1% 93
2021
Q1 		$1.75M Sell
10,296
-2,696
-21% -$436K 0.09% 103
2020
Q4 		$2.19M Buy
12,992
+276
+2% +$46.6K 0.11% 93
2020
Q3 		$2.12M Sell
12,716
-602
-5% -$87.6K 0.12% 86
2020
Q2 		$1.48M Sell
13,318
-4,914
-27% -$491K 0.1% 106
2020
Q1 		$1.7M Sell
18,232
-7,647
-30% -$792K 0.14% 76
2019
Q4 		$3.03M Sell
25,879
-1,021
-4% -$121K 0.22% 60
2019
Q3 		$3.22M Buy
26,900
+7,130
+36% +$815K 0.26% 50
2019
Q2 		$2.04M Buy
19,770
+79
+0.4% +$8.22K 0.17% 76
2019
Q1 		$2.2M Buy
19,691
+9,033
+85% +$958K 0.18% 72
2018
Q4 		$1.04M Sell
10,658
-7,741
-42% -$839K 0.11% 91
2018
Q3 		$2.15M Buy
18,399
+972
+6% +$114K 0.19% 67
2018
Q2 		$1.85M Buy
17,427
+14,629
+523% +$1.64M 0.18% 76
2018
Q1 		$293K Sell
2,798
-3,001
-52% -$347K 0.03% 197
2017
Q4 		$691K Sell
5,799
-51
-0.9% -$5.99K 0.07% 118
2017
Q3 		$703K Buy
5,850
+410
+8% +$46.6K 0.08% 110
2017
Q2 		$602K Buy
5,440
+1,812
+50% +$194K 0.07% 123
2017
Q1 		$389K Buy
3,628
+1,412
+64% +$154K 0.05% 144
2016
Q4 		$254K Buy
2,216
+254
+13% +$28.6K 0.03% 177
2016
Q3 		$215K Buy
+1,962
New +$214K 0.03% 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

Forvis Mazars Wealth Advisors's UPS Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its United Parcel Service (UPS) stake by 21% in Q1 2026, selling an estimated $124K and leaving 4,242 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #307.

Forvis Mazars Wealth Advisors first reported a position in UPS in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.22M in Q3 2019. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 4,242 shares of United Parcel Service worth $417K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 1,152 United Parcel Service shares in Q1 2026, an estimated $124K.
  • United Parcel Service made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #307 holding.
  • Forvis Mazars Wealth Advisors first reported a position in United Parcel Service in Q3 2016 and has held it in 39 quarters since.
  • Forvis Mazars Wealth Advisors's United Parcel Service position peaked at $3.22M in Q3 2019.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.