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Brio Consultants’s United Parcel Service UPS Stock Holding History

Brio Consultants’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 		$491K Sell
5,010
-135
-3% -$14.5K 0.06% 101
2025
Q4 		$510K Sell
5,145
-131
-2% -$12.3K 0.07% 100
2025
Q3 		$441K Sell
5,276
-56
-1% -$5.07K 0.06% 97
2025
Q2 		$538K Buy
+5,332
New +$525K 0.08% 87

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants's UPS Position: Q1 2026 in Review

Brio Consultants reduced its United Parcel Service (UPS) stake by 2.6% in Q1 2026, selling an estimated $14.5K and leaving 5,010 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #101.

Brio Consultants first reported a position in UPS in Q2 2025 and has held it in 4 quarters since. The position peaked at $538K in Q2 2025. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Brio Consultants held 5,010 shares of United Parcel Service worth $491K as of Q1 2026.
  • Brio Consultants sold 135 United Parcel Service shares in Q1 2026, an estimated $14.5K.
  • United Parcel Service made up 0.06% of Brio Consultants's portfolio in Q1 2026, its #101 holding.
  • Brio Consultants first reported a position in United Parcel Service in Q2 2025 and has held it in 4 quarters since.
  • Brio Consultants's United Parcel Service position peaked at $538K in Q2 2025.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.