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

Silverlake 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 		$452K Buy
4,594
+145
+3% +$15.6K 0.09% 228
2025
Q4 		$441K Sell
4,449
-19
-0.4% -$1.78K 0.1% 213
2025
Q3 		$373K Buy
4,468
+403
+10% +$36.5K 0.09% 222
2025
Q2 		$410K Buy
4,065
+1,398
+52% +$138K 0.12% 196
2025
Q1 		$293K Buy
2,667
+11
+0.4% +$1.31K 0.11% 193
2024
Q4 		$335K Sell
2,656
-166
-6% -$21.8K 0.13% 174
2024
Q3 		$385K Buy
2,822
+10
+0.4% +$1.31K 0.15% 169
2024
Q2 		$385K Sell
2,812
-102
-4% -$14.6K 0.16% 162
2024
Q1 		$433K Buy
2,914
+183
+7% +$27.8K 0.22% 121
2023
Q4 		$429K Buy
2,731
+208
+8% +$31.4K 0.24% 109
2023
Q3 		$393K Buy
2,523
+87
+4% +$15K 0.22% 126
2023
Q2 		$437K Buy
2,436
+6
+0.2% +$1.06K 0.24% 100
2023
Q1 		$471K Buy
2,430
+2
+0.1% +$367 0.29% 86
2022
Q4 		$422K Buy
2,428
+13
+0.5% +$2.25K 0.26% 94
2022
Q3 		$390K Sell
2,415
-4
-0.2% -$757 0.26% 97
2022
Q2 		$442K Buy
2,419
+116
+5% +$21.2K 0.29% 86
2022
Q1 		$494K Sell
2,303
-228
-9% -$48.4K 0.28% 90
2021
Q4 		$542K Buy
+2,531
New +$515K 0.29% 90

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

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

Silverlake Wealth Management increased its United Parcel Service (UPS) stake by 3.3% in Q1 2026, buying an estimated $15.6K and bringing the position to 4,594 shares worth $452K. The position accounts for 0.09% of the portfolio, ranked #228.

Silverlake Wealth Management first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $542K in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Silverlake Wealth Management held 4,594 shares of United Parcel Service worth $452K as of Q1 2026.
  • Silverlake Wealth Management bought 145 United Parcel Service shares in Q1 2026, an estimated $15.6K.
  • United Parcel Service made up 0.09% of Silverlake Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Silverlake Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's United Parcel Service position peaked at $542K in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.