Westshore Wealth’s United Parcel Service UPS Stock Holding History

Westshore Wealth’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	$8.96M	Buy	91,093 +1	+0%	+$107	3.14%	9
2025 Q4	$9.04M	Sell	91,092 -26	-0%	-$2.43K	2.99%	9
2025 Q3	$7.61M	Sell	91,118 -152	-0.2%	-$13.8K	2.6%	10
2025 Q2	$9.21M	Hold	91,270	–	–	3.53%	6
2025 Q1	$10M	Buy	91,270 +1	+0%	+$120	4.25%	6
2024 Q4	$11.5M	Hold	91,269	–	–	4.66%	6
2024 Q3	$12.4M	Sell	91,269 -73,755	-45%	-$9.68M	5.09%	6
2024 Q2	$22.6M	Hold	165,024	–	–	9.38%	2
2024 Q1	$24.5M	Hold	165,024	–	–	10.2%	2
2023 Q4	$25.9M	Buy	165,024 +1	+0%	+$151	11.97%	2
2023 Q3	$25.7M	Hold	165,023	–	–	14.29%	2
2023 Q2	$29.6M	Sell	165,023 -8,662	-5%	-$1.54M	15.09%	2
2023 Q1	$33.7M	Sell	173,685 -823	-0.5%	-$151K	17.7%	2
2022 Q4	$30.3M	Sell	174,508 -2,724	-2%	-$472K	17.28%	2
2022 Q3	$28.6M	Buy	177,232 +12,250	+7%	+$2.32M	19.71%	2
2022 Q2	$30.1M	Hold	164,982	–	–	19.63%	2
2022 Q1	$35.4M	Buy	164,982 +27	+0%	+$5.74K	23.77%	1
2021 Q4	$35.4M	Buy	164,955 +168	+0.1%	+$34.2K	24.23%	1
2021 Q3	$30M	Sell	164,787 -1,369	-0.8%	-$270K	24.23%	1
2021 Q2	$34.6M	Hold	166,156	–	–	17.77%	1
2021 Q1	$28.2M	Buy	+166,156	New	+$26.9M	16.12%	1
2019 Q4	$19.3M	Buy	+164,786	New	+$19.5M	21.23%	1

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

Westshore Wealth's UPS Position: Q1 2026 in Review

Westshore Wealth increased its United Parcel Service (UPS) stake by 0% in Q1 2026, buying an estimated $107 and bringing the position to 91,093 shares worth $8.96M. The position accounts for 3.14% of the portfolio, ranked #9.

Westshore Wealth first reported a position in UPS in Q4 2019 and has held it in 22 quarters since. The position peaked at $35.4M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Westshore Wealth held 91,093 shares of United Parcel Service worth $8.96M as of Q1 2026.
Westshore Wealth bought 1 United Parcel Service share in Q1 2026, an estimated $107.
United Parcel Service made up 3.14% of Westshore Wealth's portfolio in Q1 2026, its #9 holding.
Westshore Wealth first reported a position in United Parcel Service in Q4 2019 and has held it in 22 quarters since.
Westshore Wealth's United Parcel Service position peaked at $35.4M in Q1 2022.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.