AssuredPartners Investment Advisors’s United Parcel Service UPS Stock Holding History

AssuredPartners Investment 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	$613K	Sell	6,310 -1,624	-20%	-$174K	0.07%	224
2025 Q4	$787K	Buy	7,934 +4,864	+158%	+$455K	0.12%	165
2025 Q3	$256K	Buy	+3,070	New	+$278K	0.06%	225
2025 Q2	–	Sell	-5,589	Closed	-$615K	–	325
2025 Q1	$615K	Sell	5,589 -393	-7%	-$47K	0.12%	175
2024 Q4	$754K	Buy	+5,982	New	+$787K	0.15%	146

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

AssuredPartners Investment Advisors's UPS Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its United Parcel Service (UPS) stake by 20% in Q1 2026, selling an estimated $174K and leaving 6,310 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #224.

AssuredPartners Investment Advisors first reported a position in UPS in Q4 2024 and has held it in 5 quarters since. The position peaked at $787K in Q4 2025. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

AssuredPartners Investment Advisors held 6,310 shares of United Parcel Service worth $613K as of Q1 2026.
AssuredPartners Investment Advisors sold 1,624 United Parcel Service shares in Q1 2026, an estimated $174K.
United Parcel Service made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #224 holding.
AssuredPartners Investment Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's United Parcel Service position peaked at $787K in Q4 2025.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.