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WBI Investments’s United Parcel Service UPS Stock Holding History

WBI Investments’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 		$2.39M Sell
24,342
-7,051
-22% -$756K 0.66% 29
2025
Q4 		$3.11M Buy
31,393
+4,142
+15% +$387K 0.81% 16
2025
Q3 		$2.28M Sell
27,251
-8,269
-23% -$749K 0.58% 38
2025
Q2 		$3.59M Sell
35,520
-12,491
-26% -$1.23M 0.93% 12
2025
Q1 		$5.28M Buy
48,011
+23,622
+97% +$2.82M 1.39% 10
2024
Q4 		$3.08M Buy
24,389
+3,467
+17% +$456K 0.77% 29
2024
Q3 		$2.85M Buy
+20,922
New +$2.75M 0.69% 36
2023
Q2 		– Sell
-5,874
Closed -$1.14M – 230
2023
Q1 		$1.14M Sell
5,874
-5,580
-49% -$1.02M 0.23% 108
2022
Q4 		$1.99M Buy
+11,454
New +$1.98M 0.43% 63
2022
Q2 		– Sell
-26,213
Closed -$5.62M – 199
2022
Q1 		$5.62M Buy
+26,213
New +$5.57M 0.91% 29
2021
Q3 		– Sell
-25,218
Closed -$5.24M – 238
2021
Q2 		$5.24M Sell
25,218
-23,334
-48% -$4.67M 0.81% 29
2021
Q1 		$8.25M Sell
48,552
-2,410
-5% -$390K 1.3% 12
2020
Q4 		$8.58M Sell
50,962
-19,946
-28% -$3.37M 1.3% 15
2020
Q3 		$11.8M Buy
+70,908
New +$10.3M 1.82% 18
2020
Q1 		– Sell
-52,073
Closed -$6.1M – 201
2019
Q4 		$6.1M Buy
52,073
+31,850
+157% +$3.77M 0.65% 31
2019
Q3 		$2.42M Buy
+20,223
New +$2.31M 0.23% 86
2019
Q2 		– Sell
-183,516
Closed -$20.5M – 298
2019
Q1 		$20.5M Buy
+183,516
New +$19.5M 1.58% 13
2018
Q4 		– Sell
-7,590
Closed -$886K – 227
2018
Q3 		$886K Buy
+7,590
New +$893K 0.05% 205
2017
Q4 		– Sell
-88,737
Closed -$10.7M – 365
2017
Q3 		$10.7M Buy
+88,737
New +$10.1M 0.47% 48
2016
Q4 		– Sell
-17,361
Closed -$1.9M – 398
2016
Q3 		$1.9M Buy
+17,361
New +$1.9M 0.07% 168

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

WBI Investments's UPS Position: Q1 2026 in Review

WBI Investments reduced its United Parcel Service (UPS) stake by 22% in Q1 2026, selling an estimated $756K and leaving 24,342 shares worth $2.39M. The position accounts for 0.66% of the portfolio, ranked #29.

WBI Investments first reported a position in UPS in Q3 2016 and has held it in 20 quarters since. The position peaked at $20.5M in Q1 2019. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • WBI Investments held 24,342 shares of United Parcel Service worth $2.39M as of Q1 2026.
  • WBI Investments sold 7,051 United Parcel Service shares in Q1 2026, an estimated $756K.
  • United Parcel Service made up 0.66% of WBI Investments's portfolio in Q1 2026, its #29 holding.
  • WBI Investments first reported a position in United Parcel Service in Q3 2016 and has held it in 20 quarters since.
  • WBI Investments's United Parcel Service position peaked at $20.5M in Q1 2019.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.