WOSD
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WFA of San Diego’s United Parcel Service UPS Stock Holding History

WFA of San Diego’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 		$15.2K Hold
155
– – 0.01% 275
2025
Q4 		$15.4K Hold
155
– – 0.01% 286
2025
Q3 		$12.9K Hold
155
– – 0.01% 308
2025
Q2 		$15.6K Buy
+155
New +$15.2K 0.01% 288
2024
Q3 		$21.1K Hold
155
– – 0.02% 235
2024
Q2 		$21.2K Buy
+155
New +$22.2K 0.02% 235
2023
Q3 		$24.2K Sell
155
-68
-30% -$11.7K 0.03% 226
2023
Q2 		$40K Buy
+223
New +$39.6K 0.04% 189
2023
Q1 		– Sell
-223
Closed -$38.8K – 398
2022
Q4 		$38.8K Buy
+223
New +$38.6K 0.03% 217
2022
Q3 		– Sell
-230
Closed -$42K – 375
2022
Q2 		$42K Buy
+230
New +$42K 0.04% 171

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

WFA of San Diego's UPS Position: Q1 2026 in Review

WFA of San Diego held its United Parcel Service (UPS) position steady in Q1 2026 at 155 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #275.

WFA of San Diego first reported a position in UPS in Q2 2022 and has held it in 10 quarters since. The position peaked at $42K in Q2 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • WFA of San Diego held 155 shares of United Parcel Service worth $15.2K as of Q1 2026.
  • WFA of San Diego left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #275 holding.
  • WFA of San Diego first reported a position in United Parcel Service in Q2 2022 and has held it in 10 quarters since.
  • WFA of San Diego's United Parcel Service position peaked at $42K in Q2 2022.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.