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

Ritholtz 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 		$2.17M Sell
22,061
-2,616
-11% -$281K 0.04% 356
2025
Q4 		$2.45M Buy
24,677
+22,081
+851% +$2.07M 0.04% 300
2025
Q3 		$217K Sell
2,596
-3,294
-56% -$298K ﹤0.01% 951
2025
Q2 		$595K Buy
5,890
+1,359
+30% +$134K 0.01% 593
2025
Q1 		$498K Buy
4,531
+2,209
+95% +$264K 0.01% 590
2024
Q4 		$293K Sell
2,322
-535
-19% -$70.4K 0.01% 713
2024
Q3 		$389K Sell
2,857
-72
-2% -$9.45K 0.01% 634
2024
Q2 		$401K Sell
2,929
-811
-22% -$116K 0.01% 581
2024
Q1 		$556K Sell
3,740
-3,005
-45% -$457K 0.02% 500
2023
Q4 		$1.06M Sell
6,745
-178
-3% -$26.9K 0.04% 299
2023
Q3 		$1.08M Buy
6,923
+113
+2% +$19.5K 0.05% 257
2023
Q2 		$1.22M Buy
6,810
+502
+8% +$89.1K 0.05% 219
2023
Q1 		$1.22M Buy
6,308
+2,111
+50% +$387K 0.06% 212
2022
Q4 		$730K Sell
4,197
-4,656
-53% -$806K 0.04% 294
2022
Q3 		$1.43M Buy
8,853
+4,249
+92% +$805K 0.08% 185
2022
Q2 		$840K Buy
4,604
+393
+9% +$71.7K 0.05% 222
2022
Q1 		$903K Buy
4,211
+588
+16% +$125K 0.06% 200
2021
Q4 		$777K Buy
3,623
+631
+21% +$128K 0.05% 214
2021
Q3 		$545K Buy
2,992
+44
+1% +$8.69K 0.04% 251
2021
Q2 		$613K Sell
2,948
-176
-6% -$35.2K 0.04% 215
2021
Q1 		$531K Buy
3,124
+1,070
+52% +$173K 0.04% 199
2020
Q4 		$346K Buy
2,054
+319
+18% +$53.8K 0.03% 228
2020
Q3 		$289K Buy
+1,735
New +$253K 0.03% 214

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

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

Ritholtz Wealth Management reduced its United Parcel Service (UPS) stake by 11% in Q1 2026, selling an estimated $281K and leaving 22,061 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #356.

Ritholtz Wealth Management first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.45M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Ritholtz Wealth Management held 22,061 shares of United Parcel Service worth $2.17M as of Q1 2026.
  • Ritholtz Wealth Management sold 2,616 United Parcel Service shares in Q1 2026, an estimated $281K.
  • United Parcel Service made up 0.04% of Ritholtz Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Ritholtz Wealth Management first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's United Parcel Service position peaked at $2.45M in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.