WealthTrak Capital Management’s United Parcel Service UPS Stock Holding History

WealthTrak Capital Management’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	$315K	Hold	3,204	–	–	0.23%	65
2025 Q4	$318K	Buy	3,204 +50	+2%	+$4.68K	0.23%	59
2025 Q3	$263K	Buy	3,154 +222	+8%	+$20.1K	0.22%	71
2025 Q2	$296K	Buy	2,932 +47	+2%	+$4.62K	0.25%	67
2025 Q1	$317K	Sell	2,885 -3	-0.1%	-$359	0.27%	57
2024 Q4	$364K	Buy	+2,888	New	+$380K	0.31%	54

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthTrak Capital Management's UPS Position: Q1 2026 in Review

WealthTrak Capital Management held its United Parcel Service (UPS) position steady in Q1 2026 at 3,204 shares worth $315K. The position accounts for 0.23% of the portfolio, ranked #65.

WealthTrak Capital Management first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $364K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

WealthTrak Capital Management held 3,204 shares of United Parcel Service worth $315K as of Q1 2026.
WealthTrak Capital Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.23% of WealthTrak Capital Management's portfolio in Q1 2026, its #65 holding.
WealthTrak Capital Management first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's United Parcel Service position peaked at $364K in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.