PWP
UPS icon

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

Principle 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 		$530K Sell
5,391
-100
-2% -$10.7K 0.03% 233
2025
Q4 		$545K Buy
5,491
+47
+0.9% +$4.4K 0.03% 233
2025
Q3 		$455K Sell
5,444
-227
-4% -$20.6K 0.03% 243
2025
Q2 		$572K Sell
5,671
-909
-14% -$89.4K 0.04% 222
2025
Q1 		$724K Sell
6,580
-15
-0.2% -$1.79K 0.05% 186
2024
Q4 		$832K Buy
6,595
+125
+2% +$16.5K 0.06% 171
2024
Q3 		$882K Buy
6,470
+405
+7% +$53.2K 0.06% 166
2024
Q2 		$830K Buy
6,065
+1,343
+28% +$192K 0.06% 170
2024
Q1 		$702K Sell
4,722
-4
-0.1% -$608 0.05% 186
2023
Q4 		$743K Sell
4,726
-101
-2% -$15.3K 0.06% 177
2023
Q3 		$752K Buy
4,827
+300
+7% +$51.8K 0.08% 165
2023
Q2 		$811K Hold
4,527
– – 0.08% 157
2023
Q1 		$878K Hold
4,527
– – 0.09% 150
2022
Q4 		$787K Sell
4,527
-90
-2% -$15.6K 0.09% 152
2022
Q3 		$746 Hold
4,617
– – 0.07% 145
2022
Q2 		$843K Sell
4,617
-100
-2% -$18.2K 0.1% 148
2022
Q1 		$1.01M Buy
4,717
+261
+6% +$55.5K 0.11% 136
2021
Q4 		$955K Buy
4,456
+177
+4% +$36K 0.1% 141
2021
Q3 		$779K Sell
4,279
-134
-3% -$26.4K 0.09% 150
2021
Q2 		$918K Buy
4,413
+150
+4% +$30K 0.1% 139
2021
Q1 		$724K Sell
4,263
-49
-1% -$7.93K 0.08% 152
2020
Q4 		$727K Buy
4,312
+1,004
+30% +$169K 0.1% 142
2020
Q3 		$551K Sell
3,308
-325
-9% -$47.3K 0.15% 79
2020
Q2 		$404K Buy
+3,633
New +$363K 0.12% 100
2020
Q1 		– Sell
-4,133
Closed -$484K – 166
2019
Q4 		$484K Sell
4,133
-834
-17% -$98.7K 0.15% 102
2019
Q3 		$595K Buy
4,967
+1,834
+59% +$210K 0.21% 85
2019
Q2 		$324K Sell
3,133
-200
-6% -$20.8K 0.17% 100
2019
Q1 		$372K Buy
+3,333
New +$353K 0.21% 85

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

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

Principle Wealth Partners reduced its United Parcel Service (UPS) stake by 1.8% in Q1 2026, selling an estimated $10.7K and leaving 5,391 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #233.

Principle Wealth Partners first reported a position in UPS in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.01M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Principle Wealth Partners held 5,391 shares of United Parcel Service worth $530K as of Q1 2026.
  • Principle Wealth Partners sold 100 United Parcel Service shares in Q1 2026, an estimated $10.7K.
  • United Parcel Service made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #233 holding.
  • Principle Wealth Partners first reported a position in United Parcel Service in Q1 2019 and has held it in 28 quarters since.
  • Principle Wealth Partners's United Parcel Service position peaked at $1.01M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.