SWP
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Stratos Wealth Partners’s United Parcel Service UPS Stock Holding History

Stratos Wealth Partners’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 		$2.13M Sell
21,614
-2,557
-11% -$274K 0.02% 548
2025
Q4 		$2.4M Sell
24,171
-28,415
-54% -$2.66M 0.03% 501
2025
Q3 		$4.39M Sell
52,586
-1,073
-2% -$97.2K 0.05% 345
2025
Q2 		$5.42M Sell
53,659
-19,958
-27% -$1.96M 0.07% 269
2025
Q1 		$8.1M Buy
73,617
+7,172
+11% +$858K 0.12% 174
2024
Q4 		$8.38M Buy
66,445
+1,832
+3% +$241K 0.12% 174
2024
Q3 		$8.81M Buy
64,613
+20,572
+47% +$2.7M 0.13% 164
2024
Q2 		$6.03M Sell
44,041
-346
-0.8% -$49.5K 0.1% 214
2024
Q1 		$6.6M Sell
44,387
-629
-1% -$95.6K 0.11% 199
2023
Q4 		$7.08M Buy
45,016
+1,065
+2% +$161K 0.13% 170
2023
Q3 		$6.85M Buy
43,951
+2,300
+6% +$397K 0.15% 158
2023
Q2 		$7.47M Buy
41,651
+3,891
+10% +$691K 0.17% 137
2023
Q1 		$7.33M Sell
37,760
-4,939
-12% -$906K 0.2% 114
2022
Q4 		$7.42M Sell
42,699
-3,048
-7% -$528K 0.19% 116
2022
Q3 		$7.39M Sell
45,747
-373
-0.8% -$70.6K 0.21% 101
2022
Q2 		$8.42M Sell
46,120
-198
-0.4% -$36.1K 0.21% 98
2022
Q1 		$9.93M Buy
46,318
+10,529
+29% +$2.24M 0.22% 98
2021
Q4 		$7.67M Buy
35,789
+503
+1% +$102K 0.17% 128
2021
Q3 		$6.43M Sell
35,286
-779
-2% -$154K 0.16% 135
2021
Q2 		$7.5M Sell
36,065
-5,372
-13% -$1.07M 0.19% 118
2021
Q1 		$7.04M Buy
41,437
+8,438
+26% +$1.36M 0.2% 113
2020
Q4 		$5.56M Sell
32,999
-23,769
-42% -$4.01M 0.17% 139
2020
Q3 		$9.46M Sell
56,768
-120
-0.2% -$17.5K 0.31% 72
2020
Q2 		$6.33M Buy
56,888
+2,151
+4% +$215K 0.23% 109
2020
Q1 		$5.11M Buy
54,737
+11,206
+26% +$1.16M 0.23% 93
2019
Q4 		$5.1M Buy
43,531
+675
+2% +$79.9K 0.2% 114
2019
Q3 		$5.13M Sell
42,856
-807
-2% -$92.3K 0.22% 97
2019
Q2 		$4.51M Sell
43,663
-7,212
-14% -$750K 0.2% 110
2019
Q1 		$5.68M Buy
50,875
+3,888
+8% +$412K 0.26% 79
2018
Q4 		$4.58M Hold
46,987
– – 0.24% 90
2018
Q3 		$5.49M Sell
46,987
-3,418
-7% -$402K 0.25% 78
2018
Q2 		$5.36M Buy
50,405
+1,764
+4% +$198K 0.24% 80
2018
Q1 		$5.09M Buy
48,641
+3,906
+9% +$451K 0.21% 106
2017
Q4 		$5.33M Sell
44,735
-388
-0.9% -$45.6K 0.24% 86
2017
Q3 		$5.42M Sell
45,123
-947
-2% -$108K 0.26% 83
2017
Q2 		$5.09M Buy
46,070
+3,887
+9% +$415K 0.26% 85
2017
Q1 		$4.53M Buy
42,183
+5,706
+16% +$623K 0.26% 85
2016
Q4 		$4.18M Sell
36,477
-2,848
-7% -$321K 0.26% 87
2016
Q3 		$4.3M Buy
39,325
+2,696
+7% +$294K 0.29% 71
2016
Q2 		$3.95M Buy
36,629
+4,181
+13% +$435K 0.29% 74
2016
Q1 		$3.42M Buy
32,448
+7,619
+31% +$740K 0.29% 62
2015
Q4 		$2.39M Buy
24,829
+6,282
+34% +$642K 0.2% 94
2015
Q3 		$1.83M Buy
18,547
+2,950
+19% +$291K 0.23% 88
2015
Q2 		$1.51M Sell
15,597
-168
-1% -$16.7K 0.19% 109
2015
Q1 		$1.53M Buy
15,765
+10,950
+227% +$1.12M 0.18% 116
2014
Q4 		$535K Sell
4,815
-8,704
-64% -$918K 0.1% 223
2014
Q3 		$1.33M Buy
13,519
+10,311
+321% +$1.02M 0.31% 75
2014
Q2 		$332K Buy
+3,208
New +$322K 0.11% 210

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

Stratos Wealth Partners's UPS Position: Q1 2026 in Review

Stratos Wealth Partners reduced its United Parcel Service (UPS) stake by 11% in Q1 2026, selling an estimated $274K and leaving 21,614 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #548.

Stratos Wealth Partners first reported a position in UPS in Q2 2014 and has held it in 48 quarters since. The position peaked at $9.93M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Stratos Wealth Partners held 21,614 shares of United Parcel Service worth $2.13M as of Q1 2026.
  • Stratos Wealth Partners sold 2,557 United Parcel Service shares in Q1 2026, an estimated $274K.
  • United Parcel Service made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #548 holding.
  • Stratos Wealth Partners first reported a position in United Parcel Service in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's United Parcel Service position peaked at $9.93M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.