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Wealth Alliance’s United Parcel Service UPS Stock Holding History

Wealth Alliance’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 		$296K Buy
3,013
+102
+4% +$10.9K 0.03% 432
2025
Q4 		$289K Buy
+2,911
New +$272K 0.03% 440
2025
Q3 		– Sell
-6,987
Closed -$705K – 597
2025
Q2 		$705K Buy
6,987
+89
+1% +$8.76K 0.08% 226
2025
Q1 		$759K Buy
6,898
+97
+1% +$11.6K 0.09% 200
2024
Q4 		$858K Sell
6,801
-618
-8% -$81.3K 0.1% 185
2024
Q3 		$1.01M Buy
7,419
+2,524
+52% +$331K 0.12% 163
2024
Q2 		$670K Sell
4,895
-6,039
-55% -$865K 0.09% 209
2024
Q1 		$1.63M Buy
10,934
+3
+0% +$456 0.21% 100
2023
Q4 		$1.72M Sell
10,931
-1,104
-9% -$167K 0.24% 88
2023
Q3 		$1.88M Buy
12,035
+62
+0.5% +$10.7K 0.3% 68
2023
Q2 		$2.15M Sell
11,973
-249
-2% -$44.2K 0.32% 53
2023
Q1 		$2.37M Buy
12,222
+1,214
+11% +$223K 0.38% 47
2022
Q4 		$1.91M Buy
11,008
+1,401
+15% +$243K 0.34% 58
2022
Q3 		$1.55M Buy
9,607
+258
+3% +$48.9K 0.31% 62
2022
Q2 		$1.71M Buy
9,349
+3,095
+49% +$565K 0.33% 64
2022
Q1 		$1.34M Buy
6,254
+1,433
+30% +$304K 0.27% 79
2021
Q4 		$1.03M Buy
4,821
+302
+7% +$61.4K 0.21% 112
2021
Q3 		$823K Buy
4,519
+555
+14% +$110K 0.18% 124
2021
Q2 		$824K Buy
3,964
+623
+19% +$125K 0.19% 125
2021
Q1 		$568K Buy
3,341
+590
+21% +$95.4K 0.16% 156
2020
Q4 		$464K Sell
2,751
-2,952
-52% -$498K 0.14% 179
2020
Q3 		$950K Sell
5,703
-2,476
-30% -$360K 0.34% 72
2020
Q2 		$909K Buy
8,179
+1,492
+22% +$149K 0.36% 73
2020
Q1 		$625K Buy
+6,687
New +$693K 0.34% 85

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

Wealth Alliance's UPS Position: Q1 2026 in Review

Wealth Alliance increased its United Parcel Service (UPS) stake by 3.5% in Q1 2026, buying an estimated $10.9K and bringing the position to 3,013 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #432.

Wealth Alliance first reported a position in UPS in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.37M in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Wealth Alliance held 3,013 shares of United Parcel Service worth $296K as of Q1 2026.
  • Wealth Alliance bought 102 United Parcel Service shares in Q1 2026, an estimated $10.9K.
  • United Parcel Service made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #432 holding.
  • Wealth Alliance first reported a position in United Parcel Service in Q1 2020 and has held it in 24 quarters since.
  • Wealth Alliance's United Parcel Service position peaked at $2.37M in Q1 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.