FPWM
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
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 $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

FSB Premier Wealth Management's UPS Position: Q1 2026 in Review

FSB Premier Wealth Management increased its United Parcel Service (UPS) stake by 34% in Q1 2026, buying an estimated $92.8K and bringing the position to 3,405 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #175.

FSB Premier Wealth Management first reported a position in UPS in Q4 2021 and has held it in 13 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • FSB Premier Wealth Management held 3,405 shares of United Parcel Service worth $335K as of Q1 2026.
  • FSB Premier Wealth Management bought 865 United Parcel Service shares in Q1 2026, an estimated $92.8K.
  • United Parcel Service made up 0.1% of FSB Premier Wealth Management's portfolio in Q1 2026, its #175 holding.
  • FSB Premier Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 13 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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