Prosperity Consulting Group’s United Parcel Service UPS Stock Holding History

Prosperity Consulting 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	$588K	Sell	5,974 -812	-12%	-$87.1K	0.03%	334
2025 Q4	$673K	Buy	6,786 +266	+4%	+$24.9K	0.03%	313
2025 Q3	$545K	Sell	6,520 -325	-5%	-$29.4K	0.03%	333
2025 Q2	$691K	Buy	+6,845	New	+$673K	0.05%	272
2024 Q4	–	Sell	-1,636	Closed	-$223K	–	483
2024 Q3	$223K	Sell	1,636 -424	-21%	-$55.7K	0.02%	428
2024 Q2	$282K	Sell	2,060 -917	-31%	-$131K	0.04%	264
2024 Q1	$443K	Buy	2,977 +1,269	+74%	+$193K	0.06%	221
2023 Q4	$268K	Buy	+1,708	New	+$258K	0.09%	170

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

Prosperity Consulting Group's UPS Position: Q1 2026 in Review

Prosperity Consulting Group reduced its United Parcel Service (UPS) stake by 12% in Q1 2026, selling an estimated $87.1K and leaving 5,974 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #334.

Prosperity Consulting Group first reported a position in UPS in Q4 2023 and has held it in 8 quarters since. The position peaked at $691K in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Prosperity Consulting Group held 5,974 shares of United Parcel Service worth $588K as of Q1 2026.
Prosperity Consulting Group sold 812 United Parcel Service shares in Q1 2026, an estimated $87.1K.
United Parcel Service made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #334 holding.
Prosperity Consulting Group first reported a position in United Parcel Service in Q4 2023 and has held it in 8 quarters since.
Prosperity Consulting Group's United Parcel Service position peaked at $691K in Q2 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.