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Marks Group Wealth Management’s United Parcel Service UPS Stock Holding History

Marks Group 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
2026
Q1 		$425K Hold
4,319
– – 0.04% 261
2025
Q4 		$428K Sell
4,319
-68
-2% -$6.36K 0.04% 250
2025
Q3 		$366K Sell
4,387
-11,242
-72% -$1.02M 0.03% 244
2025
Q2 		$1.58M Sell
15,629
-3,261
-17% -$321K 0.15% 140
2025
Q1 		$2.08M Buy
18,890
+267
+1% +$31.9K 0.2% 118
2024
Q4 		$2.35M Buy
18,623
+1,320
+8% +$174K 0.23% 106
2024
Q3 		$2.36M Sell
17,303
-59
-0.3% -$7.75K 0.23% 109
2024
Q2 		$2.38M Buy
17,362
+4,337
+33% +$621K 0.25% 107
2024
Q1 		$1.94M Sell
13,025
-233
-2% -$35.4K 0.2% 124
2023
Q4 		$2.08M Sell
13,258
-1,667
-11% -$252K 0.24% 121
2023
Q3 		$2.33M Sell
14,925
-853
-5% -$147K 0.29% 105
2023
Q2 		$2.83M Buy
15,778
+504
+3% +$89.5K 0.34% 96
2023
Q1 		$2.96M Buy
15,274
+1,724
+13% +$316K 0.38% 91
2022
Q4 		$2.36M Buy
13,550
+1,299
+11% +$225K 0.32% 103
2022
Q3 		$1.98M Buy
12,251
+1,643
+15% +$311K 0.3% 102
2022
Q2 		$1.94M Buy
10,608
+2,285
+27% +$417K 0.28% 106
2022
Q1 		$1.78M Buy
8,323
+2,171
+35% +$461K 0.22% 112
2021
Q4 		$1.32M Buy
6,152
+1,286
+26% +$262K 0.16% 139
2021
Q3 		$885K Buy
4,866
+356
+8% +$70.3K 0.12% 159
2021
Q2 		$937K Buy
4,510
+61
+1% +$12.2K 0.13% 146
2021
Q1 		$754K Buy
4,449
+263
+6% +$42.5K 0.11% 151
2020
Q4 		$705K Sell
4,186
-757
-15% -$128K 0.11% 155
2020
Q3 		$824K Sell
4,943
-91
-2% -$13.2K 0.15% 141
2020
Q2 		$563K Buy
5,034
+721
+17% +$72K 0.11% 148
2020
Q1 		$409K Sell
4,313
-202
-4% -$20.9K 0.11% 163
2019
Q4 		$529K Buy
+4,515
New +$534K 0.1% 168

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

Marks Group Wealth Management's UPS Position: Q1 2026 in Review

Marks Group Wealth Management held its United Parcel Service (UPS) position steady in Q1 2026 at 4,319 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #261.

Marks Group Wealth Management first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.96M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Marks Group Wealth Management held 4,319 shares of United Parcel Service worth $425K as of Q1 2026.
  • Marks Group Wealth Management left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #261 holding.
  • Marks Group Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's United Parcel Service position peaked at $2.96M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.