Relyea Zuckerberg Hanson’s United Parcel Service UPS Stock Holding History

Relyea Zuckerberg Hanson’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	–	Sell	-2,268	Closed	-$225K	–	282
2025 Q4	$225K	Buy	+2,268	New	+$212K	0.02%	244
2025 Q2	–	Sell	-2,032	Closed	-$223K	–	270
2025 Q1	$223K	Buy	2,032 +10	+0.5%	+$1.2K	0.03%	239
2024 Q4	$255K	Sell	2,022 -194	-9%	-$25.5K	0.03%	230
2024 Q3	$302K	Buy	2,216 +102	+5%	+$13.4K	0.05%	196
2024 Q2	$289K	Sell	2,114 -252	-11%	-$36.1K	0.05%	190
2024 Q1	$352K	Buy	2,366 +55	+2%	+$8.36K	0.06%	158
2023 Q4	$363K	Buy	+2,311	New	+$349K	0.07%	144
2023 Q2	–	Sell	-1,070	Closed	-$208K	–	201
2023 Q1	$208K	Buy	+1,070	New	+$196K	0.05%	176

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

Relyea Zuckerberg Hanson's UPS Position: Q1 2026 in Review

Relyea Zuckerberg Hanson sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,268 shares — an estimated $225K sold.

Relyea Zuckerberg Hanson first reported a position in UPS in Q1 2023 and held it in 8 quarters. The position peaked at $363K in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Relyea Zuckerberg Hanson reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 2,268 United Parcel Service shares in Q1 2026, an estimated $225K.
Relyea Zuckerberg Hanson first reported a position in United Parcel Service in Q1 2023 and held it in 8 quarters.
Relyea Zuckerberg Hanson's United Parcel Service position peaked at $363K in Q4 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q1 2026, filed 30 Apr 2026.