Aviso Financial’s United Parcel Service UPS Stock Holding History

Aviso Financial’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	$1.36M	Sell	12,653 -11,579	-48%	-$1.2M	0.05%	117
2026 Q1	$2.38M	Buy	24,232 +3,993	+20%	+$428K	0.08%	101
2025 Q4	$2.01M	Buy	20,239 +19,219	+1,884%	+$1.8M	0.08%	106
2025 Q3	$85.2K	Hold	1,020	–	–	﹤0.01%	246
2025 Q2	$103K	Hold	1,020	–	–	﹤0.01%	246
2025 Q1	$112K	Hold	1,020	–	–	0.01%	243
2024 Q4	$129K	Hold	1,020	–	–	0.01%	249
2024 Q3	$139K	Hold	1,020	–	–	0.01%	249
2024 Q2	$140K	Buy	+1,020	New	+$146K	0.01%	242

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aviso Financial's UPS Position: Q2 2026 in Review

Aviso Financial reduced its United Parcel Service (UPS) stake by 48% in Q2 2026, selling an estimated $1.2M and leaving 12,653 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #117.

Aviso Financial first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q1 2026. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Aviso Financial held 12,653 shares of United Parcel Service worth $1.36M as of Q2 2026.
Aviso Financial sold 11,579 United Parcel Service shares in Q2 2026, an estimated $1.2M.
United Parcel Service made up 0.05% of Aviso Financial's portfolio in Q2 2026, its #117 holding.
Aviso Financial first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's United Parcel Service position peaked at $2.38M in Q1 2026.
2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.