Perfromance Wealth Partners’s United Parcel Service UPS Stock Holding History

Perfromance Wealth Partners’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	$685K	Buy	6,966 +330	+5%	+$35.4K	0.02%	103
2025 Q4	$658K	Buy	+6,636	New	+$621K	0.02%	103
2024 Q1	–	Sell	-1,392	Closed	-$219K	–	183
2023 Q4	$219K	Buy	1,392 +12	+0.9%	+$1.81K	0.01%	150
2023 Q3	$215K	Hold	1,380	–	–	0.01%	157
2023 Q2	$248K	Sell	1,380 -90	-6%	-$16K	0.01%	158
2023 Q1	$285K	Sell	1,470 -51	-3%	-$9.36K	0.01%	144
2022 Q4	$264K	Sell	1,521 -370	-20%	-$64K	0.02%	135
2022 Q3	$305K	Sell	1,891 -299	-14%	-$56.6K	0.02%	122
2022 Q2	$400K	Buy	2,190 +299	+16%	+$54.5K	0.02%	111
2022 Q1	$406K	Hold	1,891	–	–	0.02%	119
2021 Q4	$405K	Buy	+1,891	New	+$385K	0.02%	127

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

Perfromance Wealth Partners's UPS Position: Q1 2026 in Review

Perfromance Wealth Partners increased its United Parcel Service (UPS) stake by 5% in Q1 2026, buying an estimated $35.4K and bringing the position to 6,966 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #103.

Perfromance Wealth Partners first reported a position in UPS in Q4 2021 and has held it in 11 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Perfromance Wealth Partners held 6,966 shares of United Parcel Service worth $685K as of Q1 2026.
Perfromance Wealth Partners bought 330 United Parcel Service shares in Q1 2026, an estimated $35.4K.
United Parcel Service made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #103 holding.
Perfromance Wealth Partners first reported a position in United Parcel Service in Q4 2021 and has held it in 11 quarters since.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.