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Gateway Wealth Partners’s United Parcel Service UPS Stock Holding History

Gateway Wealth Partners’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 		$1.96M Buy
19,930
+10,730
+117% +$1.15M 0.08% 255
2025
Q4 		$913K Buy
9,200
+1,532
+20% +$143K 0.1% 194
2025
Q3 		$640K Buy
+7,668
New +$695K 0.09% 214
2023
Q4 		– Sell
-2,114
Closed -$330K – 280
2023
Q3 		$330K Buy
2,114
+185
+10% +$31.9K 0.06% 177
2023
Q2 		$346K Sell
1,929
-92
-5% -$16.3K 0.06% 166
2023
Q1 		$392K Buy
2,021
+100
+5% +$18.3K 0.06% 143
2022
Q4 		$334K Buy
+1,921
New +$333K 0.06% 137

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

Gateway Wealth Partners's UPS Position: Q1 2026 in Review

Gateway Wealth Partners increased its United Parcel Service (UPS) stake by 117% in Q1 2026, buying an estimated $1.15M and bringing the position to 19,930 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #255.

Gateway Wealth Partners first reported a position in UPS in Q4 2022 and has held it in 7 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Gateway Wealth Partners held 19,930 shares of United Parcel Service worth $1.96M as of Q1 2026.
  • Gateway Wealth Partners bought 10,730 United Parcel Service shares in Q1 2026, an estimated $1.15M.
  • United Parcel Service made up 0.08% of Gateway Wealth Partners's portfolio in Q1 2026, its #255 holding.
  • Gateway Wealth Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 7 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.