WFA
UPS icon

West Financial Advisors’s United Parcel Service UPS Stock Holding History

West Financial 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 		– Sell
-58
Closed -$5.75K – 239
2025
Q4 		$5.75K Buy
+58
New +$5.42K ﹤0.01% 168
2023
Q4 		– Sell
-31
Closed -$4.83K – 203
2023
Q3 		$4.83K Buy
+31
New +$5.35K ﹤0.01% 156
2022
Q2 		– Sell
-35
Closed -$8K – 197
2022
Q1 		$8K Sell
35
-165
-83% -$35.1K ﹤0.01% 148
2021
Q4 		$43K Hold
200
– – 0.01% 114
2021
Q3 		$36K Hold
200
– – 0.01% 108
2021
Q2 		$42K Hold
200
– – 0.01% 95
2021
Q1 		$34K Hold
200
– – 0.01% 100
2020
Q4 		$34K Buy
+200
New +$33.8K 0.01% 98

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

West Financial Advisors's UPS Position: Q1 2026 in Review

West Financial Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 58 shares — an estimated $5.75K sold.

West Financial Advisors first reported a position in UPS in Q4 2020 and held it in 8 quarters. The position peaked at $43K in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • West Financial Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 58 United Parcel Service shares in Q1 2026, an estimated $5.75K.
  • West Financial Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 8 quarters.
  • West Financial Advisors's United Parcel Service position peaked at $43K in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.