Wealthfront Advisers
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Wealthfront Advisers’s United Parcel Service UPS Stock Holding History

Wealthfront Advisers’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 		$10.7M Buy
109,066
+543
+0.5% +$58.2K 0.02% 255
2025
Q4 		$10.8M Buy
108,523
+9,847
+10% +$921K 0.02% 242
2025
Q3 		$8.24M Buy
98,676
+15,474
+19% +$1.4M 0.02% 277
2025
Q2 		$8.4M Buy
83,202
+34,851
+72% +$3.43M 0.02% 253
2025
Q1 		$5.32M Buy
48,351
+11,998
+33% +$1.43M 0.01% 343
2024
Q4 		$4.58M Buy
36,353
+20,968
+136% +$2.76M 0.01% 346
2024
Q3 		$2.1M Sell
15,385
-2,091
-12% -$275K 0.01% 491
2024
Q2 		$2.39M Sell
17,476
-1,551
-8% -$222K 0.01% 443
2024
Q1 		$2.83M Sell
19,027
-1,129
-6% -$172K 0.01% 400
2023
Q4 		$3.17M Buy
20,156
+5,367
+36% +$811K 0.01% 348
2023
Q3 		$2.31M Sell
14,789
-23,706
-62% -$4.09M 0.01% 399
2023
Q2 		$6.9M Sell
38,495
-4,429
-10% -$786K 0.03% 169
2023
Q1 		$8.33M Buy
42,924
+5,217
+14% +$957K 0.04% 140
2022
Q4 		$6.55M Buy
37,707
+6,773
+22% +$1.17M 0.03% 164
2022
Q3 		$5M Sell
30,934
-20,042
-39% -$3.79M 0.03% 173
2022
Q2 		$9.3M Buy
50,976
+7,661
+18% +$1.4M 0.05% 99
2022
Q1 		$9.29M Buy
43,315
+6,187
+17% +$1.31M 0.04% 110
2021
Q4 		$7.96M Buy
37,128
+5,871
+19% +$1.19M 0.03% 126
2021
Q3 		$5.69M Sell
31,257
-293
-0.9% -$57.8K 0.03% 143
2021
Q2 		$6.56M Buy
31,550
+2,593
+9% +$519K 0.03% 109
2021
Q1 		$4.92M Buy
28,957
+5,125
+22% +$829K 0.03% 116
2020
Q4 		$4.01M Buy
23,832
+3,636
+18% +$614K 0.02% 116
2020
Q3 		$3.37M Buy
20,196
+2,957
+17% +$431K 0.02% 113
2020
Q2 		$1.92M Sell
17,239
-7,863
-31% -$785K 0.01% 176
2020
Q1 		$2.35M Buy
25,102
+5,142
+26% +$533K 0.02% 125
2019
Q4 		$2.34M Sell
19,960
-2,719
-12% -$322K 0.02% 148
2019
Q3 		$2.72M Buy
22,679
+10,370
+84% +$1.19M 0.02% 124
2019
Q2 		$1.27M Sell
12,309
-2,795
-19% -$291K 0.01% 229
2019
Q1 		$1.69M Buy
15,104
+4,171
+38% +$442K 0.02% 177
2018
Q4 		$1.07M Buy
+10,933
New +$1.19M 0.01% 230

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

Wealthfront Advisers's UPS Position: Q1 2026 in Review

Wealthfront Advisers increased its United Parcel Service (UPS) stake by 0.5% in Q1 2026, buying an estimated $58.2K and bringing the position to 109,066 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #255.

Wealthfront Advisers first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Wealthfront Advisers held 109,066 shares of United Parcel Service worth $10.7M as of Q1 2026.
  • Wealthfront Advisers bought 543 United Parcel Service shares in Q1 2026, an estimated $58.2K.
  • United Parcel Service made up 0.02% of Wealthfront Advisers's portfolio in Q1 2026, its #255 holding.
  • Wealthfront Advisers first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Wealthfront Advisers's United Parcel Service position peaked at $10.8M in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.