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

Sagespring 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	$1.57M	Buy	15,913 +1,218	+8%	+$131K	0.03%	232
2025 Q4	$1.46M	Buy	14,695 +2,078	+16%	+$194K	0.03%	239
2025 Q3	$1.05M	Sell	12,617 -2,460	-16%	-$223K	0.02%	293
2025 Q2	$1.52M	Sell	15,077 -5,164	-26%	-$508K	0.03%	206
2025 Q1	$2.23M	Sell	20,241 -883	-4%	-$106K	0.06%	147
2024 Q4	$2.66M	Buy	+21,124	New	+$2.78M	0.07%	117

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

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

Sagespring Wealth Partners increased its United Parcel Service (UPS) stake by 8.3% in Q1 2026, buying an estimated $131K and bringing the position to 15,913 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #232.

Sagespring Wealth Partners first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.66M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Sagespring Wealth Partners held 15,913 shares of United Parcel Service worth $1.57M as of Q1 2026.
Sagespring Wealth Partners bought 1,218 United Parcel Service shares in Q1 2026, an estimated $131K.
United Parcel Service made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #232 holding.
Sagespring Wealth Partners first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's United Parcel Service position peaked at $2.66M in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.