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Strategic Wealth Advisors’s United Parcel Service UPS Stock Holding History

Strategic Wealth Advisors’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 		$1K Hold
15
– – ﹤0.01% 259
2025
Q4 		$1K Buy
+15
New +$1.4K ﹤0.01% 254

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

Strategic Wealth Advisors's UPS Position: Q1 2026 in Review

Strategic Wealth Advisors held its United Parcel Service (UPS) position steady in Q1 2026 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Strategic Wealth Advisors first reported a position in UPS in Q4 2025 and has held it in 2 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Strategic Wealth Advisors held 15 shares of United Parcel Service worth $1K as of Q1 2026.
  • Strategic Wealth Advisors left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • Strategic Wealth Advisors first reported a position in United Parcel Service in Q4 2025 and has held it in 2 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Strategic Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.