Journey Strategic Wealth’s United Parcel Service UPS Stock Holding History

Journey Strategic 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	$785K	Buy	7,977 +2,193	+38%	+$235K	0.02%	236
2025 Q4	$574K	Buy	+5,784	New	+$541K	0.02%	275
2025 Q3	–	Sell	-6,864	Closed	-$693K	–	775
2025 Q2	$693K	Buy	6,864 +967	+16%	+$95.1K	0.02%	226
2025 Q1	$649K	Buy	5,897 +2,105	+56%	+$252K	0.02%	191
2024 Q4	$478K	Buy	3,792 +1,236	+48%	+$163K	0.02%	226
2024 Q3	$348K	Buy	+2,556	New	+$336K	0.01%	297
2024 Q2	–	Sell	-1,515	Closed	-$225K	–	417
2024 Q1	$225K	Buy	1,515 +175	+13%	+$26.6K	0.01%	251
2023 Q4	$211K	Buy	+1,340	New	+$203K	0.01%	192
2023 Q2	–	Sell	-2,583	Closed	-$501K	–	268
2023 Q1	$501K	Sell	2,583 -134	-5%	-$24.6K	0.05%	101
2022 Q4	$472K	Buy	2,717 +968	+55%	+$168K	0.06%	101
2022 Q3	$283K	Buy	+1,749	New	+$331K	0.04%	110
2022 Q2	–	Sell	-1,562	Closed	-$335K	–	213
2022 Q1	$335K	Buy	1,562 +279	+22%	+$59.3K	0.04%	85
2021 Q4	$275K	Buy	+1,283	New	+$261K	0.03%	133

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

Journey Strategic Wealth's UPS Position: Q1 2026 in Review

Journey Strategic Wealth increased its United Parcel Service (UPS) stake by 38% in Q1 2026, buying an estimated $235K and bringing the position to 7,977 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #236.

Journey Strategic Wealth first reported a position in UPS in Q4 2021 and has held it in 13 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Journey Strategic Wealth held 7,977 shares of United Parcel Service worth $785K as of Q1 2026.
Journey Strategic Wealth bought 2,193 United Parcel Service shares in Q1 2026, an estimated $235K.
United Parcel Service made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #236 holding.
Journey Strategic Wealth first reported a position in United Parcel Service in Q4 2021 and has held it in 13 quarters since.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.