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

HighMark 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	$11.9K	Sell	121 -18	-13%	-$1.93K	﹤0.01%	271
2025 Q4	$13.8K	Hold	139	–	–	0.01%	281
2025 Q3	$11.6K	Buy	139 +40	+40%	+$3.62K	0.01%	284
2025 Q2	$10K	Sell	99 -5	-5%	-$492	﹤0.01%	310
2025 Q1	$11.5K	Buy	104 +28	+37%	+$3.35K	0.01%	263
2024 Q4	$9.62K	Buy	76 +22	+41%	+$2.9K	0.01%	294
2024 Q3	$7.39K	Hold	54	–	–	﹤0.01%	343
2024 Q2	$7.39K	Hold	54	–	–	﹤0.01%	333
2024 Q1	$8.01K	Hold	54	–	–	0.01%	319
2023 Q4	$8.45K	Sell	54 -83	-61%	-$12.5K	0.01%	289
2023 Q3	$21.3K	Buy	137 +84	+158%	+$14.5K	0.02%	170
2023 Q2	$9.57K	Hold	53	–	–	0.01%	263
2023 Q1	$10.3K	Hold	53	–	–	0.01%	296
2022 Q4	$9.21K	Buy	53 +12	+29%	+$2.08K	0.01%	270
2022 Q3	$7K	Hold	41	–	–	0.01%	296
2022 Q2	$7K	Hold	41	–	–	0.01%	309
2022 Q1	$9K	Hold	41	–	–	0.01%	288
2021 Q4	$9K	Hold	41	–	–	0.01%	282
2021 Q3	$7K	Hold	41	–	–	0.01%	306
2021 Q2	$8K	Buy	41 +1	+3%	+$200	0.01%	294
2021 Q1	$7K	Hold	40	–	–	0.01%	308
2020 Q4	$7K	Buy	40 +7	+21%	+$1.18K	0.01%	291
2020 Q3	$5K	Buy	33 +1	+3%	+$146	﹤0.01%	329
2020 Q2	$4K	Hold	32	–	–	﹤0.01%	344
2020 Q1	$3K	Buy	32 +1	+3%	+$104	﹤0.01%	285
2019 Q4	$3K	Buy	+31	New	+$3.67K	﹤0.01%	335

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

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

HighMark Wealth Management reduced its United Parcel Service (UPS) stake by 13% in Q1 2026, selling an estimated $1.93K and leaving 121 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

HighMark Wealth Management first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.3K in Q3 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

HighMark Wealth Management held 121 shares of United Parcel Service worth $11.9K as of Q1 2026.
HighMark Wealth Management sold 18 United Parcel Service shares in Q1 2026, an estimated $1.93K.
United Parcel Service made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #271 holding.
HighMark Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's United Parcel Service position peaked at $21.3K in Q3 2023.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.