GWM
UPS icon

Greenwich Wealth Management’s United Parcel Service UPS Stock Holding History

Greenwich 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 		$433K Sell
4,398
-564
-11% -$60.5K 0.02% 208
2025
Q4 		$492K Buy
4,962
+310
+7% +$29K 0.02% 197
2025
Q3 		$389K Buy
4,652
+272
+6% +$24.6K 0.02% 213
2025
Q2 		$442K Buy
4,380
+264
+6% +$26K 0.02% 188
2025
Q1 		$453K Sell
4,116
-529
-11% -$63.3K 0.03% 169
2024
Q4 		$586K Buy
4,645
+421
+10% +$55.4K 0.04% 154
2024
Q3 		$576K Sell
4,224
-33
-0.8% -$4.33K 0.04% 158
2024
Q2 		$583K Sell
4,257
-28
-0.7% -$4.01K 0.04% 149
2024
Q1 		$637K Buy
4,285
+86
+2% +$13.1K 0.05% 148
2023
Q4 		$660K Buy
4,199
+36
+0.9% +$5.44K 0.07% 142
2023
Q3 		$649K Buy
4,163
+49
+1% +$8.46K 0.07% 137
2023
Q2 		$737K Sell
4,114
-22
-0.5% -$3.91K 0.08% 129
2023
Q1 		$802K Buy
4,136
+17
+0.4% +$3.12K 0.09% 122
2022
Q4 		$716K Buy
4,119
+45
+1% +$7.79K 0.08% 128
2022
Q3 		$658K Buy
4,074
+403
+11% +$76.3K 0.07% 134
2022
Q2 		$670K Buy
3,671
+173
+5% +$31.6K 0.09% 139
2022
Q1 		$750K Buy
3,498
+36
+1% +$7.65K 0.08% 130
2021
Q4 		$742K Buy
3,462
+9
+0.3% +$1.83K 0.06% 133
2021
Q3 		$629K Buy
3,453
+352
+11% +$69.5K 0.05% 144
2021
Q2 		$645K Buy
+3,101
New +$620K 0.06% 133
2019
Q2 		– Sell
-1,857
Closed -$207K – 205
2019
Q1 		$207K Buy
+1,857
New +$197K 0.04% 178

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

Greenwich Wealth Management's UPS Position: Q1 2026 in Review

Greenwich Wealth Management reduced its United Parcel Service (UPS) stake by 11% in Q1 2026, selling an estimated $60.5K and leaving 4,398 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #208.

Greenwich Wealth Management first reported a position in UPS in Q1 2019 and has held it in 21 quarters since. The position peaked at $802K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Greenwich Wealth Management held 4,398 shares of United Parcel Service worth $433K as of Q1 2026.
  • Greenwich Wealth Management sold 564 United Parcel Service shares in Q1 2026, an estimated $60.5K.
  • United Parcel Service made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Greenwich Wealth Management first reported a position in United Parcel Service in Q1 2019 and has held it in 21 quarters since.
  • Greenwich Wealth Management's United Parcel Service position peaked at $802K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.