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Waterfront Wealth’s United Parcel Service UPS Stock Holding History

Waterfront 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 		$4.02M Sell
40,826
-497
-1% -$53.3K 0.74% 32
2025
Q4 		$4.45M Sell
41,323
-347
-0.8% -$32.5K 0.85% 29
2025
Q3 		$3.64M Buy
41,670
+604
+1% +$54.7K 0.74% 36
2025
Q2 		$4.15M Buy
41,066
+10
+0% +$984 0.93% 25
2025
Q1 		$4.52M Sell
41,056
-8
-0% -$957 1.1% 19
2024
Q4 		$5.18M Sell
41,064
-579
-1% -$76.2K 1.26% 16
2024
Q3 		$5.66M Sell
41,643
-42
-0.1% -$5.51K 1.39% 15
2024
Q2 		$5.7M Sell
41,685
-16
-0% -$2.29K 1.55% 11
2024
Q1 		$6.13M Sell
41,701
-44
-0.1% -$6.69K 1.71% 10
2023
Q4 		$6.56M Sell
41,745
-6
-0% -$907 1.94% 7
2023
Q3 		$6.2M Buy
41,751
+25
+0.1% +$4.32K 2.03% 6
2023
Q2 		$7.65M Sell
41,726
-31
-0.1% -$5.5K 2.27% 5
2023
Q1 		$8.1M Buy
41,757
+4
+0% +$734 2.65% 3
2022
Q4 		$7.6M Buy
41,753
+10
+0% +$1.73K 2.61% 3
2022
Q3 		$7.09M Buy
41,743
+4
+0% +$757 2.7% 4
2022
Q2 		$7.62M Buy
41,739
+486
+1% +$88.6K 3.08% 3
2022
Q1 		$7.72M Buy
41,253
+4
+0% +$850 2.73% 4
2021
Q4 		$8.84M Buy
41,249
+26
+0.1% +$5.29K 3.5% 3
2021
Q3 		$7.51M Buy
41,223
+176
+0.4% +$34.7K 3.63% 4
2021
Q2 		$8.54M Sell
41,047
-432
-1% -$86.4K 4.04% 3
2021
Q1 		$7.11M Buy
41,479
+3
+0% +$485 3.57% 4
2020
Q4 		$6.99M Buy
+41,476
New +$7M 4.95% 3

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

Waterfront Wealth's UPS Position: Q1 2026 in Review

Waterfront Wealth reduced its United Parcel Service (UPS) stake by 1.2% in Q1 2026, selling an estimated $53.3K and leaving 40,826 shares worth $4.02M. The position accounts for 0.74% of the portfolio, ranked #32.

Waterfront Wealth first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.84M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Waterfront Wealth held 40,826 shares of United Parcel Service worth $4.02M as of Q1 2026.
  • Waterfront Wealth sold 497 United Parcel Service shares in Q1 2026, an estimated $53.3K.
  • United Parcel Service made up 0.74% of Waterfront Wealth's portfolio in Q1 2026, its #32 holding.
  • Waterfront Wealth first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Waterfront Wealth's United Parcel Service position peaked at $8.84M in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.