Avion Wealth’s United Parcel Service UPS Stock Holding History

Avion Wealth’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	$46K	Hold	469	–	–	0.01%	217
2025 Q4	$46K	Buy	469 +35	+8%	+$3.27K	0.01%	216
2025 Q3	$36K	Buy	434 +321	+284%	+$29.1K	0.01%	256
2025 Q2	$11K	Sell	113 -338	-75%	-$33.3K	﹤0.01%	454
2025 Q1	$56K	Hold	451	–	–	0.01%	184
2024 Q4	$56K	Buy	451 +415	+1,153%	+$54.6K	0.01%	184
2024 Q3	$4K	Buy	36 +12	+50%	+$1.58K	﹤0.01%	585
2024 Q2	$3K	Sell	24 -163	-87%	-$23.3K	﹤0.01%	581
2024 Q1	$28K	Buy	187 +119	+175%	+$18.1K	0.01%	199
2023 Q4	$11K	Buy	68 +24	+55%	+$3.63K	﹤0.01%	272
2023 Q3	$5K	Buy	44 +20	+83%	+$3.45K	﹤0.01%	374
2023 Q2	$4K	Buy	24 +17	+243%	+$3.02K	﹤0.01%	400
2023 Q1	$1K	Hold	7	–	–	﹤0.01%	491
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	446
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	492
2022 Q2	$1K	Buy	+7	New	+$1.28K	﹤0.01%	493
2021 Q1	–	Sell	-98	Closed	-$17K	–	388
2020 Q4	$17K	Hold	98	–	–	0.01%	191
2020 Q3	$16K	Buy	98 +1	+1%	+$146	0.01%	155
2020 Q2	$11K	Hold	97	–	–	﹤0.01%	159
2020 Q1	$9K	Buy	+97	New	+$10.1K	﹤0.01%	163

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

Avion Wealth's UPS Position: Q1 2026 in Review

Avion Wealth held its United Parcel Service (UPS) position steady in Q1 2026 at 469 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #217.

Avion Wealth first reported a position in UPS in Q1 2020 and has held it in 20 quarters since. The position peaked at $56K in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Avion Wealth held 469 shares of United Parcel Service worth $46K as of Q1 2026.
Avion Wealth left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #217 holding.
Avion Wealth first reported a position in United Parcel Service in Q1 2020 and has held it in 20 quarters since.
Avion Wealth's United Parcel Service position peaked at $56K in Q1 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.