Vance Wealth’s United Parcel Service UPS Stock Holding History

Vance Wealth’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	$311K	Buy	3,162 +260	+9%	+$27.9K	0.09%	95
2025 Q4	$288K	Buy	2,902 +29	+1%	+$2.71K	0.09%	99
2025 Q3	$240K	Sell	2,873 -16	-0.6%	-$1.45K	0.07%	104
2025 Q2	$292K	Buy	2,889 +74	+3%	+$7.28K	0.1%	92
2025 Q1	$310K	Sell	2,815 -178	-6%	-$21.3K	0.12%	85
2024 Q4	$377K	Buy	2,993 +33	+1%	+$4.34K	0.15%	67
2024 Q3	$404K	Sell	2,960 -10	-0.3%	-$1.31K	0.15%	65
2024 Q2	$406K	Sell	2,970 -1	-0%	-$143	0.17%	62
2024 Q1	$442K	Buy	2,971 +20	+0.7%	+$3.04K	0.18%	54
2023 Q4	$464K	Buy	2,951 +2	+0.1%	+$302	0.2%	49
2023 Q3	$460K	Hold	2,949	–	–	0.22%	48
2023 Q2	$529K	Hold	2,949	–	–	0.24%	43
2023 Q1	$572K	Buy	2,949 +33	+1%	+$6.05K	0.31%	41
2022 Q4	$507K	Hold	2,916	–	–	0.32%	38
2022 Q3	$471K	Buy	2,916 +136	+5%	+$25.8K	0.36%	33
2022 Q2	$507K	Hold	2,780	–	–	0.39%	30
2022 Q1	$596K	Sell	2,780 -95	-3%	-$20.2K	0.75%	22
2021 Q4	$616K	Buy	+2,875	New	+$585K	0.6%	17

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

Vance Wealth's UPS Position: Q1 2026 in Review

Vance Wealth increased its United Parcel Service (UPS) stake by 9% in Q1 2026, buying an estimated $27.9K and bringing the position to 3,162 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #95.

Vance Wealth first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $616K in Q4 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Vance Wealth held 3,162 shares of United Parcel Service worth $311K as of Q1 2026.
Vance Wealth bought 260 United Parcel Service shares in Q1 2026, an estimated $27.9K.
United Parcel Service made up 0.09% of Vance Wealth's portfolio in Q1 2026, its #95 holding.
Vance Wealth first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
Vance Wealth's United Parcel Service position peaked at $616K in Q4 2021.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.