KWM
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Kingsview Wealth Management’s United Parcel Service UPS Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-100
Closed -$3K – 1020
2021
Q1 		$3K Sell
100
-2,400
-96% -$388K ﹤0.01% 832
2020
Q4 		$1K Buy
2,500
+2,400
+2,400% +$405K ﹤0.01% 727
2020
Q3 		$2K Buy
+100
New +$14.6K ﹤0.01% 617

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

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

Kingsview Wealth Management increased its United Parcel Service (UPS) stake by 1.4% in Q1 2026, buying an estimated $41.7K and bringing the position to 28,730 shares worth $2.83M. The position accounts for 0.04% of the portfolio, ranked #437.

Kingsview Wealth Management first reported a position in UPS in Q1 2017 and has held it in 33 quarters since. The position peaked at $37.6M in Q1 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Kingsview Wealth Management held 28,730 shares of United Parcel Service worth $2.83M as of Q1 2026.
  • Kingsview Wealth Management bought 389 United Parcel Service shares in Q1 2026, an estimated $41.7K.
  • United Parcel Service made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #437 holding.
  • Kingsview Wealth Management first reported a position in United Parcel Service in Q1 2017 and has held it in 33 quarters since.
  • Kingsview Wealth Management's United Parcel Service position peaked at $37.6M in Q1 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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