SWM
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SHP Wealth Management’s United Parcel Service UPS Stock Holding History

SHP 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 		$103K Buy
1,047
+49
+5% +$5.25K 0.01% 381
2025
Q4 		$98.9K Buy
+998
New +$93.3K 0.01% 354

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

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

SHP Wealth Management increased its United Parcel Service (UPS) stake by 4.9% in Q1 2026, buying an estimated $5.25K and bringing the position to 1,047 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #381.

SHP Wealth Management first reported a position in UPS in Q4 2025 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • SHP Wealth Management held 1,047 shares of United Parcel Service worth $103K as of Q1 2026.
  • SHP Wealth Management bought 49 United Parcel Service shares in Q1 2026, an estimated $5.25K.
  • United Parcel Service made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #381 holding.
  • SHP Wealth Management first reported a position in United Parcel Service in Q4 2025 and has held it in 2 quarters since.
  • 2,104 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.