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

One 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 		$425K Buy
4,315
+1,424
+49% +$153K 0.05% 186
2025
Q4 		$287K Sell
2,891
-315
-10% -$29.5K 0.04% 242
2025
Q3 		$268K Buy
+3,206
New +$290K 0.03% 253
2023
Q1 		– Sell
-279
Closed -$48.5K – 573
2022
Q4 		$48.5K Buy
+279
New +$48.3K 0.01% 416
2019
Q2 		– Sell
-39
Closed -$4K – 460
2019
Q1 		$4K Buy
+39
New +$4.14K ﹤0.01% 409

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

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

One Wealth Advisors increased its United Parcel Service (UPS) stake by 49% in Q1 2026, buying an estimated $153K and bringing the position to 4,315 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #186.

One Wealth Advisors first reported a position in UPS in Q1 2019 and has held it in 5 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • One Wealth Advisors held 4,315 shares of United Parcel Service worth $425K as of Q1 2026.
  • One Wealth Advisors bought 1,424 United Parcel Service shares in Q1 2026, an estimated $153K.
  • United Parcel Service made up 0.05% of One Wealth Advisors's portfolio in Q1 2026, its #186 holding.
  • One Wealth Advisors first reported a position in United Parcel Service in Q1 2019 and has held it in 5 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.