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

Selective 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 		– Sell
-1,976
Closed -$215K – 127
2025
Q4 		$215K Buy
+1,976
New +$185K 0.07% 101
2024
Q1 		– Sell
-1,304
Closed -$205K – 106
2023
Q4 		$205K Sell
1,304
-178
-12% -$26.9K 0.1% 84
2023
Q3 		$228K Sell
1,482
-765
-34% -$132K 0.13% 75
2023
Q2 		$407K Buy
+2,247
New +$399K 0.2% 62
2022
Q4 		$466K Buy
2,618
+746
+40% +$129K 0.25% 54
2022
Q3 		$302K Sell
1,872
-1,325
-41% -$251K 0.13% 94
2022
Q2 		$584K Buy
3,197
+55
+2% +$10K 0.21% 65
2022
Q1 		$674K Buy
3,142
+112
+4% +$23.8K 0.24% 51
2021
Q4 		$649K Sell
3,030
-250
-8% -$50.8K 0.26% 49
2021
Q3 		$597K Sell
3,280
-1,940
-37% -$383K 0.32% 40
2021
Q2 		$1.09M Sell
5,220
-1,250
-19% -$250K 0.87% 22
2021
Q1 		$1.1M Sell
6,470
-6,055
-48% -$979K 1% 22
2020
Q4 		$2.11M Buy
12,525
+500
+4% +$84.4K 1.36% 19
2020
Q3 		$2M Hold
12,025
– – 1.57% 18
2020
Q2 		$1.34M Buy
+12,025
New +$1.2M 1.11% 18

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

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

Selective Wealth Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 1,976 shares — an estimated $215K sold.

Selective Wealth Management first reported a position in UPS in Q2 2020 and held it in 15 quarters. The position peaked at $2.11M in Q4 2020. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Selective Wealth Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Selective Wealth Management sold 1,976 United Parcel Service shares in Q1 2026, an estimated $215K.
  • Selective Wealth Management first reported a position in United Parcel Service in Q2 2020 and held it in 15 quarters.
  • Selective Wealth Management's United Parcel Service position peaked at $2.11M in Q4 2020.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Selective Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.