Aviso Wealth Management’s United Parcel Service UPS Stock Holding History

Aviso Wealth Management’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	–	Sell	-2,208	Closed	-$219K	–	150
2025 Q4	$219K	Buy	+2,208	New	+$207K	0.09%	139
2025 Q3	–	Sell	-4,305	Closed	-$435K	–	148
2025 Q2	$435K	Buy	+4,305	New	+$424K	0.2%	97
2024 Q2	–	Sell	-2,024	Closed	-$301K	–	157
2024 Q1	$301K	Buy	2,024 +396	+24%	+$60.2K	0.19%	115
2023 Q4	$256K	Buy	+1,628	New	+$246K	0.19%	118

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 Wealth Management's UPS Position: Q1 2026 in Review

Aviso Wealth Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,208 shares — an estimated $219K sold.

Aviso Wealth Management first reported a position in UPS in Q4 2023 and held it in 4 quarters. The position peaked at $435K in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Aviso Wealth Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Aviso Wealth Management sold 2,208 United Parcel Service shares in Q1 2026, an estimated $219K.
Aviso Wealth Management first reported a position in United Parcel Service in Q4 2023 and held it in 4 quarters.
Aviso Wealth Management's United Parcel Service position peaked at $435K in Q2 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.