WWC
UPS icon

Waypoint Wealth Counsel’s United Parcel Service UPS Stock Holding History

Waypoint Wealth Counsel’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 		$267K Sell
2,709
-1,932
-42% -$207K 0.14% 167
2025
Q4 		$460K Buy
4,641
+1,766
+61% +$165K 0.17% 117
2025
Q3 		$240K Buy
2,875
+68
+2% +$6.16K 0.09% 210
2025
Q2 		$283K Sell
2,807
-144
-5% -$14.2K 0.14% 128
2025
Q1 		$325K Buy
2,951
+609
+26% +$72.8K 0.2% 69
2024
Q4 		$295K Sell
2,342
-64
-3% -$8.42K 0.19% 72
2024
Q3 		$328K Buy
2,406
+47
+2% +$6.17K 0.22% 67
2024
Q2 		$323K Sell
2,359
-41
-2% -$5.87K 0.25% 58
2024
Q1 		$357K Sell
2,400
-20
-0.8% -$3.04K 0.28% 59
2023
Q4 		$381K Sell
2,420
-308
-11% -$46.6K 0.32% 55
2023
Q3 		$425K Sell
2,728
-35
-1% -$6.04K 0.4% 47
2023
Q2 		$495K Buy
2,763
+26
+0.9% +$4.62K 0.44% 43
2023
Q1 		$531K Buy
2,737
+50
+2% +$9.17K 0.41% 49
2022
Q4 		$467K Buy
+2,687
New +$465K 0.38% 53

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

Waypoint Wealth Counsel's UPS Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its United Parcel Service (UPS) stake by 42% in Q1 2026, selling an estimated $207K and leaving 2,709 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #167.

Waypoint Wealth Counsel first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $531K in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Waypoint Wealth Counsel held 2,709 shares of United Parcel Service worth $267K as of Q1 2026.
  • Waypoint Wealth Counsel sold 1,932 United Parcel Service shares in Q1 2026, an estimated $207K.
  • United Parcel Service made up 0.14% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #167 holding.
  • Waypoint Wealth Counsel first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's United Parcel Service position peaked at $531K in Q1 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.