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Prestige Wealth Management Group’s United Parcel Service UPS Stock Holding History

Prestige Wealth Management Group’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 		$13.3K Sell
135
-31
-19% -$3.33K ﹤0.01% 385
2025
Q4 		$16.5K Buy
166
+31
+23% +$2.9K ﹤0.01% 369
2025
Q3 		$11.3K Sell
135
-19
-12% -$1.72K ﹤0.01% 429
2025
Q2 		$15.5K Hold
154
– – ﹤0.01% 379
2025
Q1 		$16.9K Hold
154
– – ﹤0.01% 369
2024
Q4 		$19.4K Hold
154
– – ﹤0.01% 358
2024
Q3 		$21K Hold
154
– – ﹤0.01% 337
2024
Q2 		$21.1K Sell
154
-2,385
-94% -$341K ﹤0.01% 312
2024
Q1 		$377K Buy
2,539
+77
+3% +$11.7K 0.08% 111
2023
Q4 		$387K Sell
2,462
-414
-14% -$62.6K 0.09% 99
2023
Q3 		$448K Buy
2,876
+39
+1% +$6.73K 0.11% 87
2023
Q2 		$509K Sell
2,837
-1
-0% -$178 0.12% 80
2023
Q1 		$550K Buy
2,838
+231
+9% +$42.4K 0.14% 80
2022
Q4 		$453K Buy
2,607
+296
+13% +$51.2K 0.12% 84
2022
Q3 		$373K Buy
2,311
+207
+10% +$39.2K 0.1% 93
2022
Q2 		$384K Buy
2,104
+560
+36% +$102K 0.1% 89
2022
Q1 		$332K Buy
1,544
+118
+8% +$25.1K 0.08% 106
2021
Q4 		$306K Buy
1,426
+203
+17% +$41.3K 0.07% 111
2021
Q3 		$223K Buy
1,223
+349
+40% +$68.9K 0.06% 128
2021
Q2 		$182K Buy
874
+634
+264% +$127K 0.05% 138
2021
Q1 		$40K Sell
240
-5
-2% -$809 0.01% 272
2020
Q4 		$41K Buy
245
+7
+3% +$1.18K 0.01% 269
2020
Q3 		$40K Buy
238
+118
+98% +$17.2K 0.01% 278
2020
Q2 		$13K Buy
120
+22
+22% +$2.2K ﹤0.01% 392
2020
Q1 		$9K Sell
98
-3
-3% -$311 ﹤0.01% 403
2019
Q4 		$12K Sell
101
-9
-8% -$1.06K 0.01% 336
2019
Q3 		$13K Buy
110
+12
+12% +$1.37K 0.01% 321
2019
Q2 		$10K Hold
98
– – 0.01% 330
2019
Q1 		$11K Sell
98
-42
-30% -$4.45K 0.01% 329
2018
Q4 		$14K Buy
+140
New +$15.2K 0.01% 384

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

Prestige Wealth Management Group's UPS Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its United Parcel Service (UPS) stake by 19% in Q1 2026, selling an estimated $3.33K and leaving 135 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Prestige Wealth Management Group first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $550K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Prestige Wealth Management Group held 135 shares of United Parcel Service worth $13.3K as of Q1 2026.
  • Prestige Wealth Management Group sold 31 United Parcel Service shares in Q1 2026, an estimated $3.33K.
  • United Parcel Service made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #385 holding.
  • Prestige Wealth Management Group first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's United Parcel Service position peaked at $550K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.