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

Perigon 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 		$3.52M Buy
35,752
+2,510
+8% +$269K 0.06% 271
2025
Q4 		$3.3M Sell
33,242
-1,460
-4% -$137K 0.06% 268
2025
Q3 		$2.9M Buy
34,702
+4,752
+16% +$430K 0.06% 278
2025
Q2 		$3.02M Buy
29,950
+1,755
+6% +$173K 0.07% 262
2025
Q1 		$3.1M Buy
28,195
+251
+0.9% +$30K 0.08% 242
2024
Q4 		$3.63M Sell
27,944
-1,253
-4% -$165K 0.09% 207
2024
Q3 		$3.98M Buy
29,197
+5,566
+24% +$731K 0.11% 183
2024
Q2 		$3.23M Sell
23,631
-4,922
-17% -$705K 0.09% 190
2024
Q1 		$4.24M Sell
28,553
-2,276
-7% -$346K 0.13% 160
2023
Q4 		$4.85M Sell
30,829
-2,906
-9% -$439K 0.16% 131
2023
Q3 		$5.26M Sell
33,735
-1,982
-6% -$342K 0.21% 109
2023
Q2 		$6.4M Buy
35,717
+23,565
+194% +$4.18M 0.25% 97
2023
Q1 		$2.36M Buy
12,152
+288
+2% +$52.8K 0.13% 162
2022
Q4 		$2.06M Buy
11,864
+5,392
+83% +$933K 0.13% 169
2022
Q3 		$1.04M Buy
6,472
+54
+0.8% +$10.2K 0.09% 197
2022
Q2 		$1.17M Sell
6,418
-734
-10% -$134K 0.1% 194
2022
Q1 		$1.53M Sell
7,152
-614
-8% -$130K 0.11% 165
2021
Q4 		$1.67M Buy
7,766
+3,787
+95% +$770K 0.12% 150
2021
Q3 		$724K Buy
3,979
+31
+0.8% +$6.12K 0.06% 242
2021
Q2 		$821K Buy
3,948
+237
+6% +$47.4K 0.07% 229
2021
Q1 		$631K Buy
3,711
+1,525
+70% +$247K 0.06% 254
2020
Q4 		$368K Buy
2,186
+751
+52% +$127K 0.04% 301
2020
Q3 		$239K Buy
+1,435
New +$209K 0.03% 334
2020
Q2 		– Sell
-2,814
Closed -$278K – 371
2020
Q1 		$278K Buy
+2,814
New +$292K 0.05% 246
2019
Q3 		– Sell
-6,615
Closed -$683K – 262
2019
Q2 		$683K Buy
+6,615
New +$688K 0.16% 99
2019
Q1 		– Sell
-4,831
Closed -$487K – 241
2018
Q4 		$487K Buy
+4,831
New +$524K 0.12% 124
2018
Q3 		– Sell
-2,687
Closed -$285K – 273
2018
Q2 		$285K Buy
2,687
+2,594
+2,789% +$291K 0.09% 198
2018
Q1 		$10K Sell
93
-47
-34% -$5.43K ﹤0.01% 515
2017
Q4 		$17K Sell
140
-2,168
-94% -$255K 0.01% 431
2017
Q3 		$277K Sell
2,308
-3,905
-63% -$444K 0.09% 167
2017
Q2 		$687K Sell
6,213
-98
-2% -$10.5K 0.15% 148
2017
Q1 		$677K Buy
6,311
+67
+1% +$7.32K 0.14% 147
2016
Q4 		$666K Buy
6,244
+1,642
+36% +$185K 0.15% 140
2016
Q3 		$503K Buy
4,602
+254
+6% +$27.7K 0.13% 146
2016
Q2 		$468K Buy
4,348
+15
+0.3% +$1.56K 0.12% 148
2016
Q1 		$491K Hold
4,333
– – 0.15% 107
2015
Q4 		$417K Buy
4,333
+1,610
+59% +$164K 0.12% 153
2015
Q3 		$269K Sell
2,723
-204
-7% -$20.1K 0.08% 181
2015
Q2 		$284K Buy
+2,927
New +$291K 0.07% 188

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

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

Perigon Wealth Management increased its United Parcel Service (UPS) stake by 7.6% in Q1 2026, buying an estimated $269K and bringing the position to 35,752 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #271.

Perigon Wealth Management first reported a position in UPS in Q2 2015 and has held it in 39 quarters since. The position peaked at $6.4M in Q2 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Perigon Wealth Management held 35,752 shares of United Parcel Service worth $3.52M as of Q1 2026.
  • Perigon Wealth Management bought 2,510 United Parcel Service shares in Q1 2026, an estimated $269K.
  • United Parcel Service made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #271 holding.
  • Perigon Wealth Management first reported a position in United Parcel Service in Q2 2015 and has held it in 39 quarters since.
  • Perigon Wealth Management's United Parcel Service position peaked at $6.4M in Q2 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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