GenTrust’s United Parcel Service UPS Stock Holding History

GenTrust’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	$259K	Sell	2,631 -49	-2%	-$5.25K	0.01%	229
2025 Q4	$266K	Buy	+2,680	New	+$251K	0.01%	228
2025 Q2	–	Sell	-2,002	Closed	-$220K	–	197
2025 Q1	$220K	Sell	2,002 -74	-4%	-$8.85K	0.01%	172
2024 Q4	$262K	Buy	2,076 +74	+4%	+$9.74K	0.01%	173
2024 Q3	$273K	Buy	2,002 +2	+0.1%	+$263	0.01%	169
2024 Q2	$274K	Hold	2,000	–	–	0.01%	153
2024 Q1	$297K	Hold	2,000	–	–	0.02%	114
2023 Q4	$314K	Sell	2,000 -204	-9%	-$30.8K	0.02%	109
2023 Q3	$344K	Hold	2,204	–	–	0.02%	112
2023 Q2	$395K	Sell	2,204 -108	-5%	-$19.2K	0.03%	113
2023 Q1	$449K	Buy	+2,312	New	+$424K	0.03%	109

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

GenTrust's UPS Position: Q1 2026 in Review

GenTrust reduced its United Parcel Service (UPS) stake by 1.8% in Q1 2026, selling an estimated $5.25K and leaving 2,631 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #229.

GenTrust first reported a position in UPS in Q1 2023 and has held it in 11 quarters since. The position peaked at $449K in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

GenTrust held 2,631 shares of United Parcel Service worth $259K as of Q1 2026.
GenTrust sold 49 United Parcel Service shares in Q1 2026, an estimated $5.25K.
United Parcel Service made up 0.01% of GenTrust's portfolio in Q1 2026, its #229 holding.
GenTrust first reported a position in United Parcel Service in Q1 2023 and has held it in 11 quarters since.
GenTrust's United Parcel Service position peaked at $449K in Q1 2023.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.