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Measured Wealth Private Client Group’s United Parcel Service UPS Stock Holding History

Measured Wealth Private Client Group’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 		$16.6M Hold
169,006
– – 4.54% 5
2025
Q4 		$16.8M Hold
169,006
– – 4.43% 7
2025
Q3 		$14.1M Sell
169,006
-53
-0% -$4.8K 3.81% 8
2025
Q2 		$17.1M Sell
169,059
-22
-0% -$2.16K 5.11% 5
2025
Q1 		$18.6M Buy
169,081
+57,529
+52% +$6.88M 5.97% 5
2024
Q4 		$14.1M Buy
+111,552
New +$14.7M 4.55% 7
2022
Q3 		– Sell
-2,668
Closed -$487K – 184
2022
Q2 		$487K Buy
2,668
+518
+24% +$94.5K 0.22% 69
2022
Q1 		$461K Buy
2,150
+183
+9% +$38.9K 0.17% 74
2021
Q4 		$422K Buy
1,967
+50
+3% +$10.2K 0.15% 89
2021
Q3 		$349K Buy
1,917
+715
+59% +$141K 0.13% 100
2021
Q2 		$250K Buy
+1,202
New +$241K 0.08% 153
2021
Q1 		– Sell
-1,264
Closed -$213K – 164
2020
Q4 		$213K Sell
1,264
-436
-26% -$73.6K 0.09% 128
2020
Q3 		$283K Sell
1,700
-178
-9% -$25.9K 0.14% 93
2020
Q2 		$209K Buy
+1,878
New +$187K 0.12% 112
2019
Q4 		– Sell
-2,273
Closed -$272K – 137
2019
Q3 		$272K Sell
2,273
-2,762
-55% -$316K 0.18% 88
2019
Q2 		$520K Buy
5,035
+1,195
+31% +$124K 0.3% 61
2019
Q1 		$429K Buy
+3,840
New +$407K 0.26% 75
2018
Q4 		– Sell
-2,911
Closed -$342K – 676
2018
Q3 		$342K Sell
2,911
-11
-0.4% -$1.29K 0.21% 93
2018
Q2 		$310K Buy
+2,922
New +$328K 0.25% 90

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

Measured Wealth Private Client Group's UPS Position: Q1 2026 in Review

Measured Wealth Private Client Group held its United Parcel Service (UPS) position steady in Q1 2026 at 169,006 shares worth $16.6M. The position accounts for 4.54% of the portfolio, ranked #5.

Measured Wealth Private Client Group first reported a position in UPS in Q2 2018 and has held it in 19 quarters since. The position peaked at $18.6M in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Measured Wealth Private Client Group held 169,006 shares of United Parcel Service worth $16.6M as of Q1 2026.
  • Measured Wealth Private Client Group left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 4.54% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #5 holding.
  • Measured Wealth Private Client Group first reported a position in United Parcel Service in Q2 2018 and has held it in 19 quarters since.
  • Measured Wealth Private Client Group's United Parcel Service position peaked at $18.6M in Q1 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.