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Wealth Preservation Advisors’s United Parcel Service UPS Stock Holding History

Wealth Preservation Advisors’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 		$5.8K Buy
59
+35
+146% +$3.75K ﹤0.01% 477
2025
Q4 		$2.38K Hold
24
– – ﹤0.01% 496
2025
Q3 		$2K Sell
24
-33
-58% -$2.99K ﹤0.01% 494
2025
Q2 		$5.75K Sell
57
-13
-19% -$1.28K ﹤0.01% 346
2025
Q1 		$7.7K Buy
+70
New +$8.37K 0.01% 333

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 Preservation Advisors's UPS Position: Q1 2026 in Review

Wealth Preservation Advisors increased its United Parcel Service (UPS) stake by 146% in Q1 2026, buying an estimated $3.75K and bringing the position to 59 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Wealth Preservation Advisors first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.7K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Wealth Preservation Advisors held 59 shares of United Parcel Service worth $5.8K as of Q1 2026.
  • Wealth Preservation Advisors bought 35 United Parcel Service shares in Q1 2026, an estimated $3.75K.
  • United Parcel Service made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #477 holding.
  • Wealth Preservation Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's United Parcel Service position peaked at $7.7K in Q1 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.