GWP
UPS icon

Gen-Wealth Partners’s United Parcel Service UPS Stock Holding History

Gen-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 		$13.4K Sell
136
-82
-38% -$8.79K ﹤0.01% 517
2025
Q4 		$21.6K Sell
218
-18
-8% -$1.68K 0.01% 468
2025
Q3 		$19.7K Buy
236
+19
+9% +$1.72K 0.01% 469
2025
Q2 		$21.9K Buy
217
+14
+7% +$1.38K 0.01% 407
2025
Q1 		$22.3K Sell
203
-25
-11% -$2.99K 0.01% 397
2024
Q4 		$28.8K Sell
228
-5
-2% -$658 0.01% 404
2024
Q3 		$31.2K Buy
233
+17
+8% +$2.23K 0.01% 416
2024
Q2 		$29.6K Sell
216
-100
-32% -$14.3K 0.01% 413
2024
Q1 		$47K Buy
+316
New +$48K 0.02% 376

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

Gen-Wealth Partners's UPS Position: Q1 2026 in Review

Gen-Wealth Partners reduced its United Parcel Service (UPS) stake by 38% in Q1 2026, selling an estimated $8.79K and leaving 136 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Gen-Wealth Partners first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $47K in Q1 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Gen-Wealth Partners held 136 shares of United Parcel Service worth $13.4K as of Q1 2026.
  • Gen-Wealth Partners sold 82 United Parcel Service shares in Q1 2026, an estimated $8.79K.
  • United Parcel Service made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #517 holding.
  • Gen-Wealth Partners first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's United Parcel Service position peaked at $47K in Q1 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.