Kaufman Rossin Wealth’s United Parcel Service UPS Stock Holding History

Kaufman Rossin 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	–	Sell	-2,923	Closed	-$290K	–	156
2025 Q4	$290K	Buy	2,923 +488	+20%	+$45.6K	0.15%	108
2025 Q3	$203K	Buy	+2,435	New	+$221K	0.11%	150

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

Kaufman Rossin Wealth's UPS Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,923 shares — an estimated $290K sold.

Kaufman Rossin Wealth first reported a position in UPS in Q3 2025 and held it in 2 quarters. The position peaked at $290K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Kaufman Rossin Wealth reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 2,923 United Parcel Service shares in Q1 2026, an estimated $290K.
Kaufman Rossin Wealth first reported a position in United Parcel Service in Q3 2025 and held it in 2 quarters.
Kaufman Rossin Wealth's United Parcel Service position peaked at $290K in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.