FSB Premier Wealth Management
UPS icon

FSB Premier Wealth Management’s United Parcel Service UPS Stock Holding History

FSB Premier 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
Q3 		$310K Buy
3,319
+10
+0.3% +$1.05K 0.08% 203
2026
Q2 		$356K Sell
3,309
-96
-3% -$10K 0.1% 180
2026
Q1 		$335K Buy
3,405
+865
+34% +$92.8K 0.1% 175
2025
Q4 		$252K Buy
+2,540
New +$238K 0.08% 207
2025
Q3 		– Sell
-2,007
Closed -$203K – 234
2025
Q2 		$203K Sell
2,007
-260
-11% -$25.6K 0.07% 207
2025
Q1 		$249K Buy
2,267
+206
+10% +$24.6K 0.1% 187
2024
Q4 		$260K Sell
2,061
-233
-10% -$30.7K 0.1% 182
2024
Q3 		$313K Buy
2,294
+333
+17% +$43.7K 0.13% 161
2024
Q2 		$268K Buy
1,961
+65
+3% +$9.31K 0.12% 155
2024
Q1 		$282K Sell
1,896
-7
-0.4% -$1.06K 0.13% 142
2023
Q4 		$299K Buy
1,903
+82
+5% +$12.4K 0.15% 129
2023
Q3 		$284K Buy
1,821
+65
+4% +$11.2K 0.16% 120
2023
Q2 		$315K Buy
1,756
+301
+21% +$53.4K 0.17% 108
2023
Q1 		$282K Buy
+1,455
New +$267K 0.16% 113
2022
Q1 		– Sell
-405
Closed -$86K – 478
2021
Q4 		$86K Buy
+405
New +$82.4K 0.04% 192

Other funds holding UPS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

FSB Premier Wealth Management's UPS Position: Q3 2026 in Review

FSB Premier Wealth Management increased its United Parcel Service (UPS) stake by 0.3% in Q3 2026, buying an estimated $1.05K and bringing the position to 3,319 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #203.

FSB Premier Wealth Management first reported a position in UPS in Q4 2021 and has held it in 15 quarters since. The position peaked at $356K in Q2 2026. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • FSB Premier Wealth Management held 3,319 shares of United Parcel Service worth $310K as of Q3 2026.
  • FSB Premier Wealth Management bought 10 United Parcel Service shares in Q3 2026, an estimated $1.05K.
  • United Parcel Service made up 0.08% of FSB Premier Wealth Management's portfolio in Q3 2026, its #203 holding.
  • FSB Premier Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 15 quarters since.
  • FSB Premier Wealth Management's United Parcel Service position peaked at $356K in Q2 2026.
  • 1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on FSB Premier Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.