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Simplicity Wealth’s United Parcel Service UPS Stock Holding History

Simplicity Wealth’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 		$1.03M Buy
10,473
+1,230
+13% +$132K 0.06% 290
2025
Q4 		$917K Buy
9,243
+5,196
+128% +$486K 0.05% 298
2025
Q3 		$338K Sell
4,047
-6,506
-62% -$589K 0.02% 531
2025
Q2 		$1.07M Sell
10,553
-2,111
-17% -$208K 0.04% 317
2025
Q1 		$1.39M Buy
12,664
+7,308
+136% +$874K 0.11% 200
2024
Q4 		$675K Sell
5,356
-7,600
-59% -$1M 0.14% 130
2024
Q3 		$1.77M Sell
12,956
-25,876
-67% -$3.4M 0.16% 124
2024
Q2 		$5.31M Buy
38,832
+254
+0.7% +$36.4K 0.12% 171
2024
Q1 		$5.73M Buy
38,578
+36,104
+1,459% +$5.49M 0.14% 153
2023
Q4 		$389K Buy
2,474
+679
+38% +$103K 0.15% 119
2023
Q3 		$280K Buy
1,795
+46
+3% +$7.94K 0.16% 70
2023
Q2 		$314K Hold
1,749
– – 0.19% 59
2023
Q1 		$339K Sell
1,749
-3
-0.2% -$550 0.23% 49
2022
Q4 		$305K Buy
1,752
+3
+0.2% +$519 0.27% 49
2022
Q3 		$283K Hold
1,749
– – 0.38% 58
2022
Q2 		$319K Sell
1,749
-59
-3% -$10.8K 0.47% 46
2022
Q1 		$388K Buy
+1,808
New +$384K 0.38% 52

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

Simplicity Wealth's UPS Position: Q1 2026 in Review

Simplicity Wealth increased its United Parcel Service (UPS) stake by 13% in Q1 2026, buying an estimated $132K and bringing the position to 10,473 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #290.

Simplicity Wealth first reported a position in UPS in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.73M in Q1 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Simplicity Wealth held 10,473 shares of United Parcel Service worth $1.03M as of Q1 2026.
  • Simplicity Wealth bought 1,230 United Parcel Service shares in Q1 2026, an estimated $132K.
  • United Parcel Service made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #290 holding.
  • Simplicity Wealth first reported a position in United Parcel Service in Q1 2022 and has held it in 17 quarters since.
  • Simplicity Wealth's United Parcel Service position peaked at $5.73M in Q1 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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