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

Quotient 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	$244K	Buy	2,482 +290	+13%	+$31.1K	0.01%	330
2025 Q4	$217K	Buy	+2,192	New	+$205K	0.01%	326
2024 Q4	–	Sell	-1,472	Closed	-$201K	–	340
2024 Q3	$201K	Sell	1,472 -846	-36%	-$111K	0.01%	314
2024 Q2	$317K	Buy	2,318 +685	+42%	+$98.1K	0.01%	242
2024 Q1	$243K	Buy	+1,633	New	+$248K	0.01%	264

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

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

Quotient Wealth Partners increased its United Parcel Service (UPS) stake by 13% in Q1 2026, buying an estimated $31.1K and bringing the position to 2,482 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #330.

Quotient Wealth Partners first reported a position in UPS in Q1 2024 and has held it in 5 quarters since. The position peaked at $317K in Q2 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Quotient Wealth Partners held 2,482 shares of United Parcel Service worth $244K as of Q1 2026.
Quotient Wealth Partners bought 290 United Parcel Service shares in Q1 2026, an estimated $31.1K.
United Parcel Service made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #330 holding.
Quotient Wealth Partners first reported a position in United Parcel Service in Q1 2024 and has held it in 5 quarters since.
Quotient Wealth Partners's United Parcel Service position peaked at $317K in Q2 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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