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

Signature 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 		$3.17M Buy
32,213
+183
+0.6% +$19.6K 1.2% 34
2025
Q4 		$3.18M Buy
32,030
+3,011
+10% +$282K 1.3% 35
2025
Q3 		$2.42M Buy
29,019
+519
+2% +$47K 0.94% 44
2025
Q2 		$2.88M Buy
28,500
+514
+2% +$50.6K 1.14% 35
2025
Q1 		$3.08M Buy
27,986
+1,789
+7% +$214K 1.2% 36
2024
Q4 		$3.3M Buy
26,197
+995
+4% +$131K 1.33% 35
2024
Q3 		$3.44M Buy
25,202
+566
+2% +$74.3K 1.38% 35
2024
Q2 		$3.37M Buy
24,636
+451
+2% +$64.6K 1.48% 30
2024
Q1 		$3.45M Buy
24,185
+384
+2% +$58.4K 1.57% 29
2023
Q4 		$3.74M Buy
+23,801
New +$3.6M 1.73% 20
2023
Q2 		$3.61M Buy
20,160
+889
+5% +$158K 1.68% 22
2023
Q1 		$3.74M Buy
19,271
+938
+5% +$172K 1.77% 22
2022
Q4 		$3.19M Buy
18,333
+470
+3% +$81.4K 1.56% 30
2022
Q3 		$2.89M Sell
17,863
-308
-2% -$58.3K 1.47% 34
2022
Q2 		$3.32M Buy
18,171
+924
+5% +$169K 1.61% 30
2022
Q1 		$3.7M Buy
+17,247
New +$3.66M 1.67% 26
2021
Q2 		– Sell
-18,821
Closed -$3.2M – 77
2021
Q1 		$3.2M Sell
18,821
-484
-3% -$78.3K 1.88% 29
2020
Q4 		$3.25M Buy
19,305
+185
+1% +$31.2K 2.05% 19
2020
Q3 		$3.19M Sell
19,120
-11,641
-38% -$1.69M 2.29% 12
2020
Q2 		$3.42M Buy
30,761
+169
+0.6% +$16.9K 2.61% 6
2020
Q1 		$2.86M Buy
30,592
+206
+0.7% +$21.3K 2.51% 12
2019
Q4 		$3.56M Buy
30,386
+153
+0.5% +$18.1K 2.25% 12
2019
Q3 		$3.62M Sell
30,233
-94
-0.3% -$10.7K 2.4% 9
2019
Q2 		$3.11M Buy
30,327
+3,568
+13% +$371K 2.07% 23
2019
Q1 		$2.99M Buy
26,759
+340
+1% +$36.1K 2.09% 22
2018
Q4 		$2.58M Buy
26,419
+25,304
+2,269% +$2.74M 2% 27
2018
Q3 		$117K Hold
1,115
– – 0.09% 79
2018
Q2 		$118K Sell
1,115
-483
-30% -$54.3K 0.09% 76
2018
Q1 		$167K Sell
1,598
-23,220
-94% -$2.68M 0.13% 69
2017
Q4 		$2.96M Buy
+24,818
New +$2.92M 2.17% 19

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

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

Signature Wealth Management Group increased its United Parcel Service (UPS) stake by 0.57% in Q1 2026, buying an estimated $19.6K and bringing the position to 32,213 shares worth $3.17M. The position accounts for 1.2% of the portfolio, ranked #34.

Signature Wealth Management Group first reported a position in UPS in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.74M in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Signature Wealth Management Group held 32,213 shares of United Parcel Service worth $3.17M as of Q1 2026.
  • Signature Wealth Management Group bought 183 United Parcel Service shares in Q1 2026, an estimated $19.6K.
  • United Parcel Service made up 1.2% of Signature Wealth Management Group's portfolio in Q1 2026, its #34 holding.
  • Signature Wealth Management Group first reported a position in United Parcel Service in Q4 2017 and has held it in 30 quarters since.
  • Signature Wealth Management Group's United Parcel Service position peaked at $3.74M in Q4 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.