Legacy Capital Wealth Partners’s United Parcel Service UPS Stock Holding History

Legacy Capital Wealth Partners’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	$786K	Sell	7,991 -676	-8%	-$72.5K	0.16%	130
2025 Q4	$860K	Buy	8,667 +2,842	+49%	+$266K	0.18%	116
2025 Q3	$487K	Sell	5,825 -963	-14%	-$87.2K	0.11%	208
2025 Q2	$685K	Sell	6,788 -988	-13%	-$97.2K	0.16%	137
2025 Q1	$855K	Buy	7,776 +3,229	+71%	+$386K	0.21%	100
2024 Q4	$573K	Sell	4,547 -1,821	-29%	-$240K	0.14%	149
2024 Q3	$868K	Buy	6,368 +749	+13%	+$98.3K	0.17%	117
2024 Q2	$769K	Buy	5,619 +488	+10%	+$69.9K	0.2%	96
2024 Q1	$1M	Sell	5,131 -743	-13%	-$113K	0.71%	45
2023 Q4	$924K	Sell	5,874 -2,092	-26%	-$316K	0.26%	87
2023 Q3	$1.24M	Buy	+7,966	New	+$1.37M	0.34%	58
2023 Q2	–	Sell	-7,365	Closed	-$1.43M	–	233
2023 Q1	$1.43M	Buy	+7,365	New	+$1.35M	0.39%	46
2021 Q2	–	Sell	-2,334	Closed	-$397K	–	79
2021 Q1	$397K	Buy	2,334 +190	+9%	+$30.7K	0.16%	55
2020 Q4	$361K	Buy	+2,144	New	+$362K	0.15%	60

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

Legacy Capital Wealth Partners's UPS Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its United Parcel Service (UPS) stake by 7.8% in Q1 2026, selling an estimated $72.5K and leaving 7,991 shares worth $786K. The position accounts for 0.16% of the portfolio, ranked #130.

Legacy Capital Wealth Partners first reported a position in UPS in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.43M in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Legacy Capital Wealth Partners held 7,991 shares of United Parcel Service worth $786K as of Q1 2026.
Legacy Capital Wealth Partners sold 676 United Parcel Service shares in Q1 2026, an estimated $72.5K.
United Parcel Service made up 0.16% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #130 holding.
Legacy Capital Wealth Partners first reported a position in United Parcel Service in Q4 2020 and has held it in 14 quarters since.
Legacy Capital Wealth Partners's United Parcel Service position peaked at $1.43M in Q1 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.