RWM
UPS icon

Rench Wealth Management’s United Parcel Service UPS Stock Holding History

Rench Wealth 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 		$3.04M Buy
30,936
+27
+0.1% +$2.9K 0.92% 36
2025
Q4 		$3.07M Sell
30,909
-1,416
-4% -$132K 0.88% 38
2025
Q3 		$2.7M Sell
32,325
-600
-2% -$54.3K 0.79% 38
2025
Q2 		$3.32M Buy
32,925
+913
+3% +$89.8K 1.05% 37
2025
Q1 		$3.52M Buy
32,012
+373
+1% +$44.6K 1.22% 36
2024
Q4 		$3.99M Sell
31,639
-1,775
-5% -$234K 1.36% 32
2024
Q3 		$4.56M Buy
33,414
+376
+1% +$49.4K 1.56% 31
2024
Q2 		$4.52M Buy
33,038
+223
+0.7% +$31.9K 1.62% 28
2024
Q1 		$4.88M Buy
32,815
+803
+3% +$122K 1.87% 21
2023
Q4 		$5.03M Sell
32,012
-156
-0.5% -$23.6K 2.12% 22
2023
Q3 		$5.01M Buy
32,168
+673
+2% +$116K 2.3% 18
2023
Q2 		$5.65M Buy
31,495
+1,287
+4% +$229K 2.48% 13
2023
Q1 		$5.86M Buy
30,208
+619
+2% +$114K 2.81% 12
2022
Q4 		$5.14M Buy
29,589
+470
+2% +$81.4K 2.62% 16
2022
Q3 		$4.7M Buy
29,119
+189
+0.7% +$35.8K 2.64% 14
2022
Q2 		$5.28M Buy
28,930
+817
+3% +$149K 2.71% 16
2022
Q1 		$6.03M Sell
28,113
-144
-0.5% -$30.6K 2.74% 12
2021
Q4 		$6.06M Sell
28,257
-126
-0.4% -$25.6K 2.73% 16
2021
Q3 		$5.17M Buy
28,383
+208
+0.7% +$41.1K 2.57% 19
2021
Q2 		$5.86M Sell
28,175
-147
-0.5% -$29.4K 2.92% 16
2021
Q1 		$4.81M Buy
28,322
+1,750
+7% +$283K 2.51% 18
2020
Q4 		$4.47M Buy
26,572
+641
+2% +$108K 2.52% 19
2020
Q3 		$4.32M Buy
25,931
+266
+1% +$38.7K 2.75% 18
2020
Q2 		$2.85M Buy
25,665
+767
+3% +$76.6K 1.92% 23
2020
Q1 		$2.33M Buy
24,898
+463
+2% +$48K 1.81% 24
2019
Q4 		$2.86M Buy
24,435
+1,202
+5% +$142K 1.65% 32
2019
Q3 		$2.78M Buy
23,233
+1,017
+5% +$116K 1.8% 30
2019
Q2 		$2.29M Buy
22,216
+795
+4% +$82.7K 1.47% 34
2019
Q1 		$2.39M Buy
21,421
+1,278
+6% +$136K 1.57% 33
2018
Q4 		$1.97M Buy
20,143
+404
+2% +$43.8K 1.44% 36
2018
Q3 		$2.31M Buy
19,739
+283
+1% +$33.3K 1.54% 37
2018
Q2 		$2.07M Sell
19,456
-254
-1% -$28.5K 1.49% 37
2018
Q1 		$2.06M Sell
19,710
-42
-0.2% -$4.86K 1.41% 39
2017
Q4 		$2.35M Buy
19,752
+3,544
+22% +$417K 1.53% 35
2017
Q3 		$1.95M Buy
16,208
+3,001
+23% +$341K 1.34% 38
2017
Q2 		$1.46M Buy
13,207
+175
+1% +$18.7K 1.08% 38
2017
Q1 		$1.4M Buy
13,032
+265
+2% +$29K 1.04% 38
2016
Q4 		$1.46M Buy
12,767
+1,150
+10% +$130K 1.16% 38
2016
Q3 		$1.27M Buy
+11,617
New +$1.27M 1.03% 38

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

Rench Wealth Management's UPS Position: Q1 2026 in Review

Rench Wealth Management increased its United Parcel Service (UPS) stake by 0.09% in Q1 2026, buying an estimated $2.9K and bringing the position to 30,936 shares worth $3.04M. The position accounts for 0.92% of the portfolio, ranked #36.

Rench Wealth Management first reported a position in UPS in Q3 2016 and has held it in 39 quarters since. The position peaked at $6.06M in Q4 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Rench Wealth Management held 30,936 shares of United Parcel Service worth $3.04M as of Q1 2026.
  • Rench Wealth Management bought 27 United Parcel Service shares in Q1 2026, an estimated $2.9K.
  • United Parcel Service made up 0.92% of Rench Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Rench Wealth Management first reported a position in United Parcel Service in Q3 2016 and has held it in 39 quarters since.
  • Rench Wealth Management's United Parcel Service position peaked at $6.06M in Q4 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.