Fourth Dimension Wealth’s United Parcel Service UPS Stock Holding History

Fourth Dimension 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	$17.7K	Sell	180 -11	-6%	-$1.18K	0.01%	341
2025 Q4	$18.9K	Sell	191 -25	-12%	-$2.34K	0.01%	337
2025 Q3	$18K	Sell	216 -9	-4%	-$815	0.01%	345
2025 Q2	$22.7K	Hold	225	–	–	0.01%	307
2025 Q1	$24.7K	Hold	225	–	–	0.01%	294
2024 Q4	$28.4K	Buy	+225	New	+$29.6K	0.01%	284

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

Fourth Dimension Wealth's UPS Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its United Parcel Service (UPS) stake by 5.8% in Q1 2026, selling an estimated $1.18K and leaving 180 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #341.

Fourth Dimension Wealth first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.4K in Q4 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Fourth Dimension Wealth held 180 shares of United Parcel Service worth $17.7K as of Q1 2026.
Fourth Dimension Wealth sold 11 United Parcel Service shares in Q1 2026, an estimated $1.18K.
United Parcel Service made up 0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #341 holding.
Fourth Dimension Wealth first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's United Parcel Service position peaked at $28.4K in Q4 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.