Noble Family Wealth’s United Parcel Service UPS Stock Holding History

Noble Family Wealth’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	$711K	Sell	7,230 -130	-2%	-$13.9K	0.15%	48
2025 Q4	$730K	Sell	7,360 -30	-0.4%	-$2.81K	0.15%	49
2025 Q3	$617K	Buy	7,390 +160	+2%	+$14.5K	0.14%	51
2025 Q2	$730K	Buy	7,230 +200	+3%	+$19.7K	0.18%	47
2025 Q1	$773K	Hold	7,030	–	–	0.21%	42
2024 Q4	$881K	Hold	7,030	–	–	0.24%	41
2024 Q3	$958K	Sell	7,030 -245	-3%	-$32.2K	0.26%	41
2024 Q2	$996K	Buy	7,275 +245	+3%	+$35.1K	0.29%	38
2024 Q1	$1.04M	Hold	7,030	–	–	0.3%	36
2023 Q4	$1.11M	Hold	7,030	–	–	0.33%	36
2023 Q3	$1.1M	Hold	7,030	–	–	0.37%	35
2023 Q2	$1.26M	Hold	7,030	–	–	0.41%	35
2023 Q1	$1.36M	Buy	+7,030	New	+$1.29M	0.47%	35

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

Noble Family Wealth's UPS Position: Q1 2026 in Review

Noble Family Wealth reduced its United Parcel Service (UPS) stake by 1.8% in Q1 2026, selling an estimated $13.9K and leaving 7,230 shares worth $711K. The position accounts for 0.15% of the portfolio, ranked #48.

Noble Family Wealth first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.36M in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Noble Family Wealth held 7,230 shares of United Parcel Service worth $711K as of Q1 2026.
Noble Family Wealth sold 130 United Parcel Service shares in Q1 2026, an estimated $13.9K.
United Parcel Service made up 0.15% of Noble Family Wealth's portfolio in Q1 2026, its #48 holding.
Noble Family Wealth first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's United Parcel Service position peaked at $1.36M in Q1 2023.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.