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 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 $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

Aviso Financial's UPS Position: Q1 2026 in Review

Aviso Financial increased its United Parcel Service (UPS) stake by 20% in Q1 2026, buying an estimated $428K and bringing the position to 24,232 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #101.

Aviso Financial first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Aviso Financial held 24,232 shares of United Parcel Service worth $2.38M as of Q1 2026.
Aviso Financial bought 3,993 United Parcel Service shares in Q1 2026, an estimated $428K.
United Parcel Service made up 0.08% of Aviso Financial's portfolio in Q1 2026, its #101 holding.
Aviso Financial first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.