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High Note Wealth’s United Parcel Service UPS Stock Holding History

High Note Wealth’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 		$6.59K Buy
67
+5
+8% +$536 ﹤0.01% 451
2025
Q4 		$6.15K Buy
62
+58
+1,450% +$5.42K ﹤0.01% 434
2025
Q3 		$334 Buy
4
+2
+100% +$181 ﹤0.01% 786
2025
Q2 		$202 Buy
+2
New +$197 ﹤0.01% 815
2025
Q1 		– Sell
-2
Closed -$252 – 965
2024
Q4 		$252 Buy
+2
New +$263 ﹤0.01% 798

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

High Note Wealth's UPS Position: Q1 2026 in Review

High Note Wealth increased its United Parcel Service (UPS) stake by 8.1% in Q1 2026, buying an estimated $536 and bringing the position to 67 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

High Note Wealth first reported a position in UPS in Q4 2024 and has held it in 5 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • High Note Wealth held 67 shares of United Parcel Service worth $6.59K as of Q1 2026.
  • High Note Wealth bought 5 United Parcel Service shares in Q1 2026, an estimated $536.
  • United Parcel Service made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #451 holding.
  • High Note Wealth first reported a position in United Parcel Service in Q4 2024 and has held it in 5 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.