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Private Wealth Asset Management’s United Parcel Service UPS Stock Holding History

Private Wealth Asset 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 		$384K Sell
3,902
-64
-2% -$6.86K 0.04% 192
2025
Q4 		$393K Sell
3,966
-942
-19% -$88.1K 0.04% 192
2025
Q3 		$410K Sell
4,908
-411
-8% -$37.2K 0.05% 179
2025
Q2 		$537K Sell
5,319
-1,007
-16% -$99.1K 0.07% 154
2025
Q1 		$696K Buy
+6,326
New +$756K 0.1% 128

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

Private Wealth Asset Management's UPS Position: Q1 2026 in Review

Private Wealth Asset Management reduced its United Parcel Service (UPS) stake by 1.6% in Q1 2026, selling an estimated $6.86K and leaving 3,902 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #192.

Private Wealth Asset Management first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $696K in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Private Wealth Asset Management held 3,902 shares of United Parcel Service worth $384K as of Q1 2026.
  • Private Wealth Asset Management sold 64 United Parcel Service shares in Q1 2026, an estimated $6.86K.
  • United Parcel Service made up 0.04% of Private Wealth Asset Management's portfolio in Q1 2026, its #192 holding.
  • Private Wealth Asset Management first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's United Parcel Service position peaked at $696K in Q1 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.