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WealthShield Partners’s United Parcel Service UPS Stock Holding History

WealthShield Partners’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 		$2.47M Buy
25,067
+1,287
+5% +$138K 0.27% 107
2025
Q4 		$2.36M Buy
23,780
+20,359
+595% +$1.9M 0.26% 104
2025
Q3 		$286K Sell
3,421
-158
-4% -$14.3K 0.03% 285
2025
Q2 		$361K Sell
3,579
-372
-9% -$36.6K 0.04% 261
2025
Q1 		$435K Buy
3,951
+1,277
+48% +$153K 0.06% 233
2024
Q4 		$337K Sell
2,674
-839
-24% -$110K 0.05% 235
2024
Q3 		$479K Buy
3,513
+1,258
+56% +$165K 0.06% 215
2024
Q2 		$309K Buy
2,255
+187
+9% +$26.8K 0.05% 237
2024
Q1 		$307K Sell
2,068
-855
-29% -$130K 0.05% 234
2023
Q4 		$460K Buy
2,923
+186
+7% +$28.1K 0.08% 206
2023
Q3 		$427K Hold
2,737
– – 0.06% 218
2023
Q2 		$491K Sell
2,737
-18
-0.7% -$3.2K 0.07% 207
2023
Q1 		$534K Sell
2,755
-168
-6% -$30.8K 0.09% 199
2022
Q4 		$508K Buy
2,923
+15
+0.5% +$2.6K 0.1% 191
2022
Q3 		$470K Buy
2,908
+3
+0.1% +$568 0.09% 200
2022
Q2 		$530K Buy
2,905
+3
+0.1% +$547 0.11% 191
2022
Q1 		$622K Buy
2,902
+356
+14% +$75.6K 0.1% 206
2021
Q4 		$546K Buy
2,546
+672
+36% +$137K 0.09% 183
2021
Q3 		$342K Sell
1,874
-196
-9% -$38.7K 0.09% 179
2021
Q2 		$430K Buy
2,070
+18
+0.9% +$3.6K 0.07% 172
2021
Q1 		$349K Sell
2,052
-282
-12% -$45.6K 0.06% 186
2020
Q4 		$394K Buy
2,334
+409
+21% +$69K 0.07% 203
2020
Q3 		$321K Sell
1,925
-166
-8% -$24.2K 0.11% 184
2020
Q2 		$232K Buy
+2,091
New +$209K 0.11% 185

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

WealthShield Partners's UPS Position: Q1 2026 in Review

WealthShield Partners increased its United Parcel Service (UPS) stake by 5.4% in Q1 2026, buying an estimated $138K and bringing the position to 25,067 shares worth $2.47M. The position accounts for 0.27% of the portfolio, ranked #107.

WealthShield Partners first reported a position in UPS in Q2 2020 and has held it in 24 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • WealthShield Partners held 25,067 shares of United Parcel Service worth $2.47M as of Q1 2026.
  • WealthShield Partners bought 1,287 United Parcel Service shares in Q1 2026, an estimated $138K.
  • United Parcel Service made up 0.27% of WealthShield Partners's portfolio in Q1 2026, its #107 holding.
  • WealthShield Partners first reported a position in United Parcel Service in Q2 2020 and has held it in 24 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.