Sard Wealth Management Group’s United Parcel Service UPS Stock Holding History

Sard Wealth Management Group’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	$396K	Buy	4,027 +367	+10%	+$39.4K	0.22%	38
2025 Q4	$363K	Sell	3,660 -17	-0.5%	-$1.59K	0.2%	40
2025 Q3	$307K	Sell	3,677 -274	-7%	-$24.8K	0.18%	41
2025 Q2	$399K	Buy	3,951 +291	+8%	+$28.6K	0.25%	33
2025 Q1	$403K	Buy	3,660 +3	+0.1%	+$359	0.27%	29
2024 Q4	$461K	Buy	3,657 +1	+0%	+$132	0.31%	27
2024 Q3	$498K	Buy	3,656 +2	+0.1%	+$263	0.33%	25
2024 Q2	$500K	Hold	3,654	–	–	0.35%	25
2024 Q1	$543K	Sell	3,654 -16	-0.4%	-$2.43K	0.49%	23
2023 Q4	$577K	Buy	+3,670	New	+$555K	0.58%	21

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

Sard Wealth Management Group's UPS Position: Q1 2026 in Review

Sard Wealth Management Group increased its United Parcel Service (UPS) stake by 10% in Q1 2026, buying an estimated $39.4K and bringing the position to 4,027 shares worth $396K. The position accounts for 0.22% of the portfolio, ranked #38.

Sard Wealth Management Group first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $577K in Q4 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Sard Wealth Management Group held 4,027 shares of United Parcel Service worth $396K as of Q1 2026.
Sard Wealth Management Group bought 367 United Parcel Service shares in Q1 2026, an estimated $39.4K.
United Parcel Service made up 0.22% of Sard Wealth Management Group's portfolio in Q1 2026, its #38 holding.
Sard Wealth Management Group first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Sard Wealth Management Group's United Parcel Service position peaked at $577K in Q4 2023.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.