Winch Advisory Services’s United Parcel Service UPS Stock Holding History

Winch Advisory Services’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	$51.2K	Buy	520 +57	+12%	+$6.11K	0.01%	172
2025 Q4	$46K	Buy	463 +7	+2%	+$655	0.01%	180
2025 Q3	$38.1K	Buy	456 +124	+37%	+$11.2K	0.01%	188
2025 Q2	$33.5K	Buy	332 +5	+2%	+$492	0.01%	187
2025 Q1	$35.9K	Buy	327 +5	+2%	+$598	0.01%	178
2024 Q4	$40.6K	Buy	322 +160	+99%	+$21.1K	0.01%	171
2024 Q3	$22.1K	Sell	162 -8	-5%	-$1.05K	0.01%	213
2024 Q2	$23.3K	Buy	170 +2	+1%	+$286	0.01%	199
2024 Q1	$25K	Buy	168 +1	+0.6%	+$152	0.01%	193
2023 Q4	$26.2K	Buy	167 +2	+1%	+$302	0.01%	188
2023 Q3	$26K	Buy	165 +1	+0.6%	+$173	0.01%	181
2023 Q2	$29K	Sell	164 -19	-10%	-$3.37K	0.01%	171
2023 Q1	$35K	Buy	183 +2	+1%	+$367	0.01%	146
2022 Q4	$31K	Buy	181 +1	+0.6%	+$173	0.01%	154
2022 Q3	$29K	Buy	180 +2	+1%	+$379	0.01%	142
2022 Q2	$33K	Buy	178 +137	+334%	+$25K	0.01%	142
2022 Q1	$9K	Hold	41	–	–	﹤0.01%	267
2021 Q4	$9K	Hold	41	–	–	﹤0.01%	277
2021 Q3	$7K	Hold	41	–	–	﹤0.01%	299
2021 Q2	$9K	Hold	41	–	–	﹤0.01%	282
2021 Q1	$7K	Hold	41	–	–	﹤0.01%	281
2020 Q4	$7K	Buy	41 +21	+105%	+$3.54K	﹤0.01%	267
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	314
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	345
2020 Q1	$2K	Buy	+20	New	+$2.07K	﹤0.01%	298
2019 Q3	–	Sell	-22	Closed	-$2K	–	431
2019 Q2	$2K	Sell	22 -3	-12%	-$312	﹤0.01%	384
2019 Q1	$3K	Buy	+25	New	+$2.65K	﹤0.01%	302

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

Winch Advisory Services's UPS Position: Q1 2026 in Review

Winch Advisory Services increased its United Parcel Service (UPS) stake by 12% in Q1 2026, buying an estimated $6.11K and bringing the position to 520 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #172.

Winch Advisory Services first reported a position in UPS in Q1 2019 and has held it in 27 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Winch Advisory Services held 520 shares of United Parcel Service worth $51.2K as of Q1 2026.
Winch Advisory Services bought 57 United Parcel Service shares in Q1 2026, an estimated $6.11K.
United Parcel Service made up 0.01% of Winch Advisory Services's portfolio in Q1 2026, its #172 holding.
Winch Advisory Services first reported a position in United Parcel Service in Q1 2019 and has held it in 27 quarters since.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.