Medallion Wealth Advisors’s United Parcel Service UPS Stock Holding History

Medallion Wealth Advisors’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	$46.4K	Buy	472 +51	+12%	+$5.47K	0.02%	484
2025 Q4	$41.8K	Sell	421 -389	-48%	-$36.4K	0.01%	497
2025 Q3	$67.6K	Buy	810 +203	+33%	+$18.4K	0.02%	417
2025 Q2	$63.4K	Buy	607 +3	+0.5%	+$295	0.02%	419
2025 Q1	$66K	Buy	604 +19	+3%	+$2.27K	0.03%	375
2024 Q4	$73.6K	Buy	+585	New	+$77K	0.04%	345

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

Medallion Wealth Advisors's UPS Position: Q1 2026 in Review

Medallion Wealth Advisors increased its United Parcel Service (UPS) stake by 12% in Q1 2026, buying an estimated $5.47K and bringing the position to 472 shares worth $46.4K. The position accounts for 0.02% of the portfolio, ranked #484.

Medallion Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $73.6K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Medallion Wealth Advisors held 472 shares of United Parcel Service worth $46.4K as of Q1 2026.
Medallion Wealth Advisors bought 51 United Parcel Service shares in Q1 2026, an estimated $5.47K.
United Parcel Service made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #484 holding.
Medallion Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's United Parcel Service position peaked at $73.6K in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.