White Knight Strategic Wealth Advisors’s United Parcel Service UPS Stock Holding History

White Knight Strategic Wealth 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	-5,181	Closed	-$514K	–	96
2025 Q4	$514K	Sell	5,181 -250	-5%	-$23.4K	0.38%	53
2025 Q3	$454K	Buy	5,431 +784	+17%	+$71K	0.36%	48
2025 Q2	$469K	Buy	4,647 +705	+18%	+$69.4K	0.4%	51
2025 Q1	$434K	Sell	3,942 -5,552	-58%	-$664K	0.4%	50
2024 Q4	$1.2M	Buy	9,494 +4,762	+101%	+$627K	0.5%	39
2024 Q3	$645K	Buy	4,732 +2,692	+132%	+$353K	0.59%	40
2024 Q2	$279K	Buy	+2,040	New	+$292K	0.28%	63

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

White Knight Strategic Wealth Advisors's UPS Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 5,181 shares — an estimated $514K sold.

White Knight Strategic Wealth Advisors first reported a position in UPS in Q2 2024 and held it in 7 quarters. The position peaked at $1.2M in Q4 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

White Knight Strategic Wealth Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 5,181 United Parcel Service shares in Q1 2026, an estimated $514K.
White Knight Strategic Wealth Advisors first reported a position in United Parcel Service in Q2 2024 and held it in 7 quarters.
White Knight Strategic Wealth Advisors's United Parcel Service position peaked at $1.2M in Q4 2024.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.