Modern Wealth Management’s United Parcel Service UPS Stock Holding History

Modern 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	$939K	Buy	9,592 +335	+4%	+$35.9K	0.02%	434
2025 Q4	$918K	Buy	9,257 +660	+8%	+$61.7K	0.02%	416
2025 Q3	$718K	Sell	8,597 -179	-2%	-$16.2K	0.01%	444
2025 Q2	$886K	Sell	8,776 -3,550	-29%	-$349K	0.02%	384
2025 Q1	$1.36M	Buy	12,326 +1,429	+13%	+$171K	0.04%	262
2024 Q4	$1.37M	Buy	10,897 +4,564	+72%	+$601K	0.05%	225
2024 Q3	$863K	Buy	6,333 +355	+6%	+$46.6K	0.05%	181
2024 Q2	$818K	Buy	+5,978	New	+$856K	0.06%	156

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

Modern Wealth Management's UPS Position: Q1 2026 in Review

Modern Wealth Management increased its United Parcel Service (UPS) stake by 3.6% in Q1 2026, buying an estimated $35.9K and bringing the position to 9,592 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #434.

Modern Wealth Management first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Modern Wealth Management held 9,592 shares of United Parcel Service worth $939K as of Q1 2026.
Modern Wealth Management bought 335 United Parcel Service shares in Q1 2026, an estimated $35.9K.
United Parcel Service made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #434 holding.
Modern Wealth Management first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's United Parcel Service position peaked at $1.37M in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.