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Strategic Wealth Investment Group’s United Parcel Service UPS Stock Holding History

Strategic Wealth Investment 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 		– Sell
-2,058
Closed -$204K – 99
2025
Q4 		$204K Buy
+2,058
New +$192K 0.03% 93
2025
Q3 		– Sell
-29
Closed -$2.93K – 194
2025
Q2 		$2.93K Buy
+29
New +$2.85K ﹤0.01% 112
2025
Q1 		– Sell
-29,722
Closed -$3.75M – 115
2024
Q4 		$3.75M Sell
29,722
-3,054
-9% -$402K 0.41% 51
2024
Q3 		$4.37M Buy
32,776
+30,603
+1,408% +$4.02M 0.47% 51
2024
Q2 		$295K Buy
+2,173
New +$311K 0.04% 106
2023
Q4 		$400K Sell
2,542
-663
-21% -$100K 0.06% 91
2023
Q3 		$500K Buy
3,205
+37
+1% +$6.39K 0.09% 71
2023
Q2 		$568K Buy
3,168
+298
+10% +$52.9K 0.09% 85
2023
Q1 		$557K Buy
2,870
+211
+8% +$38.7K 0.1% 84
2022
Q4 		$470K Buy
2,659
+355
+15% +$61.5K 0.11% 73
2022
Q3 		$372K Sell
2,304
-2,538
-52% -$481K 0.11% 75
2022
Q2 		$884K Sell
4,842
-142
-3% -$25.9K 0.22% 73
2022
Q1 		$1.07M Buy
4,984
+156
+3% +$33.1K 0.26% 54
2021
Q4 		$1.03M Sell
4,828
-180
-4% -$36.6K 0.27% 53
2021
Q3 		$913K Buy
5,008
+232
+5% +$45.8K 0.27% 52
2021
Q2 		$993K Buy
4,776
+2,852
+148% +$571K 0.35% 46
2021
Q1 		$327K Sell
1,924
-3
-0.2% -$485 0.16% 59
2020
Q4 		$325K Sell
1,927
-107
-5% -$18.1K 0.19% 66
2020
Q3 		$339K Buy
+2,034
New +$296K 0.26% 67
2020
Q1 		– Sell
-2,084
Closed -$244K – 58
2019
Q4 		$244K Buy
+2,084
New +$247K 0.25% 49

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 Investment Group's UPS Position: Q1 2026 in Review

Strategic Wealth Investment Group sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,058 shares — an estimated $204K sold.

Strategic Wealth Investment Group first reported a position in UPS in Q4 2019 and held it in 20 quarters. The position peaked at $4.37M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Strategic Wealth Investment Group reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 2,058 United Parcel Service shares in Q1 2026, an estimated $204K.
  • Strategic Wealth Investment Group first reported a position in United Parcel Service in Q4 2019 and held it in 20 quarters.
  • Strategic Wealth Investment Group's United Parcel Service position peaked at $4.37M in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.