Future Financial Wealth Management’s United Parcel Service UPS Stock Holding History

Future Financial 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	$249K	Sell	2,400 -2,700	-53%	-$290K	0.16%	104
2025 Q4	$543K	Sell	5,100 -2,475	-33%	-$232K	0.37%	56
2025 Q3	$633K	Buy	7,575 +800	+12%	+$72.5K	0.4%	47
2025 Q2	$684K	Hold	6,775	–	–	0.47%	42
2025 Q1	$745K	Buy	6,775 +1,675	+33%	+$200K	0.55%	37
2024 Q4	$643K	Buy	5,100 +255	+5%	+$33.6K	0.47%	44
2024 Q3	$661K	Buy	4,845 +3,100	+178%	+$407K	0.47%	43
2024 Q2	$239K	Buy	1,745 +1,000	+134%	+$143K	0.21%	98
2024 Q1	$111K	Buy	+745	New	+$113K	0.09%	160
2022 Q2	–	Sell	-700	Closed	-$150K	–	459
2022 Q1	$150K	Hold	700	–	–	0.12%	149
2021 Q4	$149K	Buy	+700	New	+$142K	0.12%	150

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

Future Financial Wealth Management's UPS Position: Q1 2026 in Review

Future Financial Wealth Management reduced its United Parcel Service (UPS) stake by 53% in Q1 2026, selling an estimated $290K and leaving 2,400 shares worth $249K. The position accounts for 0.16% of the portfolio, ranked #104.

Future Financial Wealth Management first reported a position in UPS in Q4 2021 and has held it in 11 quarters since. The position peaked at $745K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Future Financial Wealth Management held 2,400 shares of United Parcel Service worth $249K as of Q1 2026.
Future Financial Wealth Management sold 2,700 United Parcel Service shares in Q1 2026, an estimated $290K.
United Parcel Service made up 0.16% of Future Financial Wealth Management's portfolio in Q1 2026, its #104 holding.
Future Financial Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 11 quarters since.
Future Financial Wealth Management's United Parcel Service position peaked at $745K in Q1 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.