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Advisor OS’s United Parcel Service UPS Stock Holding History

Advisor OS’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
Q2 		$538K Buy
5,002
+88
+2% +$9.15K 0.04% 296
2026
Q1 		$483K Buy
4,914
+47
+1% +$5.04K 0.04% 305
2025
Q4 		$483K Buy
+4,867
New +$455K 0.04% 285
2020
Q4 		– Sell
-1,460
Closed -$244K – 161
2020
Q3 		$244K Sell
1,460
-2,806
-66% -$409K 0.1% 88
2020
Q2 		$474K Buy
+4,266
New +$426K 0.28% 73

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's UPS Position: Q2 2026 in Review

Advisor OS increased its United Parcel Service (UPS) stake by 1.8% in Q2 2026, buying an estimated $9.15K and bringing the position to 5,002 shares worth $538K. The position accounts for 0.04% of the portfolio, ranked #296.

Advisor OS first reported a position in UPS in Q2 2020 and has held it in 5 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Advisor OS held 5,002 shares of United Parcel Service worth $538K as of Q2 2026.
  • Advisor OS bought 88 United Parcel Service shares in Q2 2026, an estimated $9.15K.
  • United Parcel Service made up 0.04% of Advisor OS's portfolio in Q2 2026, its #296 holding.
  • Advisor OS first reported a position in United Parcel Service in Q2 2020 and has held it in 5 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.