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

Rialto 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 		$34.5K Buy
351
+321
+1,070% +$34.4K 0.01% 320
2025
Q4 		$2.98K Buy
30
+22
+275% +$2.06K ﹤0.01% 613
2025
Q3 		$669 Sell
8
-105
-93% -$9.51K ﹤0.01% 1089
2025
Q2 		$11.4K Sell
113
-43
-28% -$4.23K ﹤0.01% 407
2025
Q1 		$17.2K Buy
156
+76
+95% +$9.09K 0.01% 361
2024
Q4 		$10.1K Buy
+80
New +$10.5K ﹤0.01% 393

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

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

Rialto Wealth Management increased its United Parcel Service (UPS) stake by 1,070% in Q1 2026, buying an estimated $34.4K and bringing the position to 351 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #320.

Rialto Wealth Management first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Rialto Wealth Management held 351 shares of United Parcel Service worth $34.5K as of Q1 2026.
  • Rialto Wealth Management bought 321 United Parcel Service shares in Q1 2026, an estimated $34.4K.
  • United Parcel Service made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Rialto Wealth Management first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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