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Mowery & Schoenfeld Wealth Management’s United Parcel Service UPS Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-58
Closed -$5.75K – 484
2025
Q4 		$5.75K Buy
+58
New +$5.42K 0.01% 309
2025
Q1 		– Sell
-177
Closed -$22.3K – 561
2024
Q4 		$22.3K Buy
177
+66
+59% +$8.69K 0.04% 167
2024
Q3 		$15.1K Hold
111
– – 0.02% 158
2024
Q2 		$15.2K Buy
+111
New +$15.9K 0.02% 155

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

Mowery & Schoenfeld Wealth Management's UPS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 58 shares — an estimated $5.75K sold.

Mowery & Schoenfeld Wealth Management first reported a position in UPS in Q2 2024 and held it in 4 quarters. The position peaked at $22.3K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 58 United Parcel Service shares in Q1 2026, an estimated $5.75K.
  • Mowery & Schoenfeld Wealth Management first reported a position in United Parcel Service in Q2 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's United Parcel Service position peaked at $22.3K in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.