QFW
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QTR Family Wealth’s United Parcel Service UPS Stock Holding History

QTR Family Wealth’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 		$2.33M Sell
22,584
-212
-0.9% -$22.7K 0.97% 23
2025
Q4 		$2.71M Buy
22,796
+1,821
+9% +$170K 1.19% 17
2025
Q3 		$1.75M Sell
20,975
-583
-3% -$52.8K 0.83% 26
2025
Q2 		$2.18M Sell
21,558
-1,193
-5% -$117K 1.35% 20
2025
Q1 		$2.5M Buy
+22,751
New +$2.72M 1.89% 10

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

QTR Family Wealth's UPS Position: Q1 2026 in Review

QTR Family Wealth reduced its United Parcel Service (UPS) stake by 0.93% in Q1 2026, selling an estimated $22.7K and leaving 22,584 shares worth $2.33M. The position accounts for 0.97% of the portfolio, ranked #23.

QTR Family Wealth first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.71M in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • QTR Family Wealth held 22,584 shares of United Parcel Service worth $2.33M as of Q1 2026.
  • QTR Family Wealth sold 212 United Parcel Service shares in Q1 2026, an estimated $22.7K.
  • United Parcel Service made up 0.97% of QTR Family Wealth's portfolio in Q1 2026, its #23 holding.
  • QTR Family Wealth first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's United Parcel Service position peaked at $2.71M in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.