Strait & Sound Wealth Management’s United Parcel Service UPS Stock Holding History

Strait & Sound 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	$577K	Sell	5,867 -132	-2%	-$14.2K	0.21%	88
2025 Q4	$595K	Sell	5,999 -920	-13%	-$86.1K	0.22%	83
2025 Q3	$578K	Sell	6,919 -624	-8%	-$56.5K	0.22%	86
2025 Q2	$761K	Buy	7,543 +1,669	+28%	+$164K	0.32%	68
2025 Q1	$646K	Buy	+5,874	New	+$702K	0.3%	72
2024 Q3	–	Sell	-1,603	Closed	-$219K	–	155
2024 Q2	$219K	Sell	1,603 -1,542	-49%	-$221K	0.11%	135
2024 Q1	$469K	Sell	3,145 -67	-2%	-$10.2K	0.26%	61
2023 Q4	$496K	Hold	3,212	–	–	0.31%	56
2023 Q3	$501K	Buy	+3,212	New	+$554K	0.43%	52
2023 Q2	–	Sell	-1,828	Closed	-$355K	–	114
2023 Q1	$355K	Hold	1,828	–	–	0.35%	69
2022 Q4	$327K	Buy	+1,828	New	+$316K	0.36%	71

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strait & Sound Wealth Management's UPS Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its United Parcel Service (UPS) stake by 2.2% in Q1 2026, selling an estimated $14.2K and leaving 5,867 shares worth $577K. The position accounts for 0.21% of the portfolio, ranked #88.

Strait & Sound Wealth Management first reported a position in UPS in Q4 2022 and has held it in 11 quarters since. The position peaked at $761K in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Strait & Sound Wealth Management held 5,867 shares of United Parcel Service worth $577K as of Q1 2026.
Strait & Sound Wealth Management sold 132 United Parcel Service shares in Q1 2026, an estimated $14.2K.
United Parcel Service made up 0.21% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #88 holding.
Strait & Sound Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 11 quarters since.
Strait & Sound Wealth Management's United Parcel Service position peaked at $761K in Q2 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.