CIAS
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CBIZ Investment Advisory Services’s United Parcel Service UPS Stock Holding History

CBIZ Investment Advisory Services’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 		$1.57K Sell
16
-97
-86% -$10.4K ﹤0.01% 363
2025
Q4 		$11.2K Buy
113
+69
+157% +$6.45K ﹤0.01% 361
2025
Q3 		$3.67K Sell
44
-187
-81% -$16.9K ﹤0.01% 501
2025
Q2 		$23.3K Buy
231
+118
+104% +$11.6K ﹤0.01% 245
2025
Q1 		$12.4K Buy
113
+5
+5% +$598 ﹤0.01% 292
2024
Q4 		$13.6K Hold
108
– – ﹤0.01% 257
2024
Q3 		$14.7K Hold
108
– – ﹤0.01% 238
2024
Q2 		$14.8K Hold
108
– – ﹤0.01% 213
2024
Q1 		$16.1K Buy
+108
New +$16.4K ﹤0.01% 213

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

CBIZ Investment Advisory Services's UPS Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its United Parcel Service (UPS) stake by 86% in Q1 2026, selling an estimated $10.4K and leaving 16 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

CBIZ Investment Advisory Services first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.3K in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • CBIZ Investment Advisory Services held 16 shares of United Parcel Service worth $1.57K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 97 United Parcel Service shares in Q1 2026, an estimated $10.4K.
  • United Parcel Service made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #363 holding.
  • CBIZ Investment Advisory Services first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's United Parcel Service position peaked at $23.3K in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.