Fountainhead AM’s United Parcel Service UPS Stock Holding History

Fountainhead AM’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	–	Sell	-2,705	Closed	-$210K	–	224
2025 Q4	$210K	Buy	+2,705	New	+$253K	0.31%	62

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

Fountainhead AM's UPS Position: Q1 2026 in Review

Fountainhead AM sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,705 shares — an estimated $210K sold.

Fountainhead AM first reported a position in UPS in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Fountainhead AM reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Fountainhead AM sold 2,705 United Parcel Service shares in Q1 2026, an estimated $210K.
Fountainhead AM first reported a position in United Parcel Service in Q4 2025 and held it in 1 quarter.
Fountainhead AM's United Parcel Service position peaked at $210K in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.