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Wealthspire Advisors (New York)’s United Parcel Service UPS Stock Holding History

Wealthspire Advisors (New York)’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 		$678K Sell
6,890
-654
-9% -$70.1K 0.01% 493
2025
Q4 		$748K Buy
7,544
+4,191
+125% +$392K 0.01% 498
2025
Q3 		$280K Sell
3,353
-841
-20% -$76.2K ﹤0.01% 696
2025
Q2 		$423K Buy
4,194
+65
+2% +$6.39K ﹤0.01% 581
2025
Q1 		$454K Sell
4,129
-282
-6% -$33.7K ﹤0.01% 534
2024
Q4 		$556K Sell
4,411
-287
-6% -$37.8K 0.01% 492
2024
Q3 		$641K Sell
4,698
-377
-7% -$49.5K 0.01% 447
2024
Q2 		$695K Sell
5,075
-92
-2% -$13.2K 0.01% 371
2024
Q1 		$768K Sell
5,167
-526
-9% -$80K 0.01% 353
2023
Q4 		$895K Buy
5,693
+783
+16% +$118K 0.01% 330
2023
Q3 		$765K Buy
4,910
+994
+25% +$172K 0.01% 323
2023
Q2 		$702K Sell
3,916
-88
-2% -$15.6K 0.01% 308
2023
Q1 		$777K Sell
4,004
-1,676
-30% -$307K 0.01% 292
2022
Q4 		$987K Buy
5,680
+1,393
+32% +$241K 0.02% 264
2022
Q3 		$693K Buy
4,287
+135
+3% +$25.6K 0.01% 287
2022
Q2 		$758K Buy
4,152
+1,714
+70% +$313K 0.02% 250
2022
Q1 		$523K Sell
2,438
-4,138
-63% -$879K 0.01% 267
2021
Q4 		$1.41M Sell
6,576
-796
-11% -$162K 0.03% 183
2021
Q3 		$1.34M Buy
7,372
+5,506
+295% +$1.09M 0.03% 212
2021
Q2 		$388K Sell
1,866
-10,943
-85% -$2.19M 0.01% 257
2021
Q1 		$2.18M Buy
12,809
+4,030
+46% +$652K 0.05% 168
2020
Q4 		$1.48M Buy
8,779
+4,049
+86% +$683K 0.04% 163
2020
Q3 		$788K Buy
4,730
+154
+3% +$22.4K 0.05% 143
2020
Q2 		$509K Sell
4,576
-6,554
-59% -$654K 0.04% 153
2020
Q1 		$1.04M Buy
11,130
+8,901
+399% +$922K 0.04% 191
2019
Q4 		$261K Buy
2,229
+535
+32% +$63.3K 0.02% 168
2019
Q3 		$203K Buy
+1,694
New +$194K 0.02% 160
2019
Q1 		– Sell
-406
Closed -$40K – 751
2018
Q4 		$40K Buy
+406
New +$44K ﹤0.01% 219

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

Wealthspire Advisors (New York)'s UPS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its United Parcel Service (UPS) stake by 8.7% in Q1 2026, selling an estimated $70.1K and leaving 6,890 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #493.

Wealthspire Advisors (New York) first reported a position in UPS in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.18M in Q1 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,890 shares of United Parcel Service worth $678K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 654 United Parcel Service shares in Q1 2026, an estimated $70.1K.
  • United Parcel Service made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #493 holding.
  • Wealthspire Advisors (New York) first reported a position in United Parcel Service in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s United Parcel Service position peaked at $2.18M in Q1 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.