Vermillion & White Wealth Management Group’s United Parcel Service UPS Stock Holding History

Vermillion & White Wealth Management 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	-60	Closed	-$5.95K	–	496
2025 Q4	$5.95K	Sell	60 -228	-79%	-$21.3K	﹤0.01%	381
2025 Q3	$24.1K	Hold	288	–	–	0.01%	236
2025 Q2	$29.1K	Sell	288 -10,197	-97%	-$1M	0.02%	213
2025 Q1	$1.15M	Hold	10,485	–	–	0.83%	18
2024 Q4	$1.32M	Sell	10,485 -3	-0%	-$395	0.97%	24
2024 Q3	$1.43M	Sell	10,488 -3,579	-25%	-$470K	1.06%	21
2024 Q2	$1.93M	Sell	14,067 -1	-0%	-$143	1.45%	17
2024 Q1	$2.09M	Buy	14,068 +3,581	+34%	+$544K	1.67%	15
2023 Q4	$1.65M	Buy	+10,487	New	+$1.59M	1.6%	15

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

Vermillion & White Wealth Management Group's UPS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 60 shares — an estimated $5.95K sold.

Vermillion & White Wealth Management Group first reported a position in UPS in Q4 2023 and held it in 9 quarters. The position peaked at $2.09M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 60 United Parcel Service shares in Q1 2026, an estimated $5.95K.
Vermillion & White Wealth Management Group first reported a position in United Parcel Service in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's United Parcel Service position peaked at $2.09M in Q1 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.