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Addison Advisors’s United Parcel Service UPS Stock Holding History

Addison 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 		$108K Buy
1,093
+10
+0.9% +$1.07K 0.02% 313
2025
Q4 		$107K Buy
1,083
+963
+803% +$90.1K 0.02% 303
2025
Q3 		$10K Sell
120
-1,081
-90% -$97.9K ﹤0.01% 630
2025
Q2 		$121K Sell
1,201
-58
-5% -$5.71K 0.03% 276
2025
Q1 		$138K Buy
1,259
+868
+222% +$104K 0.04% 255
2024
Q4 		$49.3K Sell
391
-899
-70% -$118K 0.01% 390
2024
Q3 		$176K Buy
1,290
+36
+3% +$4.73K 0.05% 236
2024
Q2 		$172K Buy
1,254
+53
+4% +$7.59K 0.06% 219
2024
Q1 		$179K Buy
1,201
+50
+4% +$7.6K 0.06% 203
2023
Q4 		$181K Buy
1,151
+727
+171% +$110K 0.07% 189
2023
Q3 		$66.1K Sell
424
-479
-53% -$82.7K 0.03% 293
2023
Q2 		$162K Buy
903
+58
+7% +$10.3K 0.08% 181
2023
Q1 		$164K Buy
845
+88
+12% +$16.1K 0.09% 160
2022
Q4 		$132K Buy
757
+55
+8% +$9.52K 0.08% 174
2022
Q3 		$113K Buy
702
+300
+75% +$56.8K 0.07% 176
2022
Q2 		$73K Sell
402
-116
-22% -$21.2K 0.04% 225
2022
Q1 		$111K Buy
518
+474
+1,077% +$101K 0.06% 199
2021
Q4 		$9K Buy
44
+38
+633% +$7.73K 0.01% 421
2021
Q3 		$1K Buy
+6
New +$1.18K ﹤0.01% 434

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

Addison Advisors's UPS Position: Q1 2026 in Review

Addison Advisors increased its United Parcel Service (UPS) stake by 0.92% in Q1 2026, buying an estimated $1.07K and bringing the position to 1,093 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #313.

Addison Advisors first reported a position in UPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $181K in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Addison Advisors held 1,093 shares of United Parcel Service worth $108K as of Q1 2026.
  • Addison Advisors bought 10 United Parcel Service shares in Q1 2026, an estimated $1.07K.
  • United Parcel Service made up 0.02% of Addison Advisors's portfolio in Q1 2026, its #313 holding.
  • Addison Advisors first reported a position in United Parcel Service in Q3 2021 and has held it in 19 quarters since.
  • Addison Advisors's United Parcel Service position peaked at $181K in Q4 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.