Leo Wealth LLC’s United Parcel Service UPS Stock Holding History

Leo Wealth LLC’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	$625K	Sell	6,356 -68	-1%	-$7.29K	0.05%	233
2025 Q4	$637K	Buy	+6,424	New	+$601K	0.05%	228
2025 Q3	–	Sell	-4,123	Closed	-$416K	–	391
2025 Q2	$416K	Buy	4,123 +1,878	+84%	+$185K	0.03%	267
2025 Q1	$247K	Sell	2,245 -2,750	-55%	-$329K	0.04%	240
2024 Q4	$630K	Buy	4,995 +1,791	+56%	+$236K	0.06%	204
2024 Q3	$437K	Buy	3,204 +1,197	+60%	+$157K	0.04%	240
2024 Q2	$273K	Sell	2,007 -489	-20%	-$70K	0.03%	282
2024 Q1	$370K	Buy	2,496 +206	+9%	+$31.3K	0.04%	244
2023 Q4	$357K	Buy	+2,290	New	+$346K	0.04%	241

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

Leo Wealth LLC's UPS Position: Q1 2026 in Review

Leo Wealth LLC reduced its United Parcel Service (UPS) stake by 1.1% in Q1 2026, selling an estimated $7.29K and leaving 6,356 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #233.

Leo Wealth LLC first reported a position in UPS in Q4 2023 and has held it in 9 quarters since. The position peaked at $637K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Leo Wealth LLC held 6,356 shares of United Parcel Service worth $625K as of Q1 2026.
Leo Wealth LLC sold 68 United Parcel Service shares in Q1 2026, an estimated $7.29K.
United Parcel Service made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #233 holding.
Leo Wealth LLC first reported a position in United Parcel Service in Q4 2023 and has held it in 9 quarters since.
Leo Wealth LLC's United Parcel Service position peaked at $637K in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.