SVWAG
UPS icon

Sound View Wealth Advisors Group’s United Parcel Service UPS Stock Holding History

Sound View Wealth Advisors 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 		$238K Sell
2,422
-98
-4% -$10.5K 0.02% 380
2025
Q4 		$250K Sell
2,520
-239
-9% -$22.4K 0.02% 376
2025
Q3 		$230K Sell
2,759
-1,796
-39% -$163K 0.02% 397
2025
Q2 		$460K Buy
4,555
+1,039
+30% +$102K 0.03% 279
2025
Q1 		$387K Sell
3,516
-1,219
-26% -$146K 0.03% 291
2024
Q4 		$597K Buy
4,735
+1,349
+40% +$178K 0.05% 239
2024
Q3 		$462K Sell
3,386
-1,952
-37% -$256K 0.04% 264
2024
Q2 		$731K Buy
5,338
+615
+13% +$88.1K 0.08% 192
2024
Q1 		$702K Buy
4,723
+108
+2% +$16.4K 0.07% 203
2023
Q4 		$726K Buy
4,615
+308
+7% +$46.6K 0.08% 195
2023
Q3 		$671K Buy
4,307
+131
+3% +$22.6K 0.08% 187
2023
Q2 		$748K Sell
4,176
-20
-0.5% -$3.55K 0.1% 179
2023
Q1 		$814K Sell
4,196
-419
-9% -$76.9K 0.11% 169
2022
Q4 		$726K Buy
4,615
+1,791
+63% +$310K 0.08% 195
2022
Q3 		$456K Buy
2,824
+90
+3% +$17K 0.1% 173
2022
Q2 		$499K Sell
2,734
-13
-0.5% -$2.37K 0.1% 166
2022
Q1 		$589K Buy
2,747
+4
+0.1% +$850 0.11% 158
2021
Q4 		$588K Buy
2,743
+305
+13% +$62K 0.11% 164
2021
Q3 		$444K Buy
2,438
+43
+2% +$8.49K 0.09% 184
2021
Q2 		$498K Buy
2,395
+41
+2% +$8.2K 0.1% 173
2021
Q1 		$400K Buy
2,354
+75
+3% +$12.1K 0.09% 180
2020
Q4 		$384K Buy
2,279
+7
+0.3% +$1.18K 0.09% 174
2020
Q3 		$379K Buy
2,272
+54
+2% +$7.86K 0.1% 169
2020
Q2 		$247K Buy
+2,218
New +$221K 0.07% 207
2020
Q1 		– Sell
-1,967
Closed -$230K – 236
2019
Q4 		$230K Sell
1,967
-596
-23% -$70.6K 0.06% 229
2019
Q3 		$307K Sell
2,563
-333
-11% -$38.1K 0.09% 187
2019
Q2 		$299K Buy
+2,896
New +$301K 0.09% 194

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

Sound View Wealth Advisors Group's UPS Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its United Parcel Service (UPS) stake by 3.9% in Q1 2026, selling an estimated $10.5K and leaving 2,422 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #380.

Sound View Wealth Advisors Group first reported a position in UPS in Q2 2019 and has held it in 27 quarters since. The position peaked at $814K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,422 shares of United Parcel Service worth $238K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 98 United Parcel Service shares in Q1 2026, an estimated $10.5K.
  • United Parcel Service made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #380 holding.
  • Sound View Wealth Advisors Group first reported a position in United Parcel Service in Q2 2019 and has held it in 27 quarters since.
  • Sound View Wealth Advisors Group's United Parcel Service position peaked at $814K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.