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Claro Advisors’s United Parcel Service UPS Stock Holding History

Claro Advisors’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 		$467K Sell
4,743
-115
-2% -$12.3K 0.06% 255
2025
Q4 		$482K Buy
4,858
+805
+20% +$75.3K 0.07% 227
2025
Q3 		$339K Buy
4,053
+203
+5% +$18.4K 0.05% 294
2025
Q2 		$389K Sell
3,850
-550
-13% -$54.1K 0.06% 247
2025
Q1 		$484K Buy
4,400
+744
+20% +$89K 0.06% 272
2024
Q4 		$461K Sell
3,656
-253
-6% -$33.3K 0.06% 260
2024
Q3 		$533K Buy
3,909
+1,367
+54% +$179K 0.07% 259
2024
Q2 		$348K Sell
2,542
-169
-6% -$24.2K 0.05% 294
2024
Q1 		$403K Buy
2,711
+267
+11% +$40.6K 0.07% 267
2023
Q4 		$384K Sell
2,444
-810
-25% -$122K 0.08% 253
2023
Q3 		$507K Sell
3,254
-288
-8% -$49.7K 0.13% 197
2023
Q2 		$635K Sell
3,542
-119
-3% -$21.1K 0.16% 159
2023
Q1 		$710K Buy
3,661
+33
+0.9% +$6.05K 0.21% 118
2022
Q4 		$631K Buy
3,628
+323
+10% +$55.9K 0.21% 118
2022
Q3 		$603K Hold
3,305
– – 0.24% 109
2022
Q2 		$603K Sell
3,305
-602
-15% -$110K 0.24% 109
2022
Q1 		$837K Hold
3,907
– – 0.3% 86
2021
Q4 		$837K Buy
3,907
+41
+1% +$8.34K 0.3% 86
2021
Q3 		$704K Buy
3,866
+181
+5% +$35.7K 0.3% 90
2021
Q2 		$766K Buy
3,685
+31
+0.8% +$6.2K 0.34% 75
2021
Q1 		$621K Buy
3,654
+788
+27% +$127K 0.31% 87
2020
Q4 		$483K Sell
2,866
-204
-7% -$34.4K 0.26% 113
2020
Q3 		$512K Sell
3,070
-196
-6% -$28.5K 0.32% 89
2020
Q2 		$363K Buy
3,266
+318
+11% +$31.7K 0.25% 116
2020
Q1 		$275K Sell
2,948
-40
-1% -$4.14K 0.26% 119
2019
Q4 		$350K Buy
2,988
+1
+0% +$118 0.27% 103
2019
Q3 		$358K Buy
2,987
+247
+9% +$28.2K 0.32% 99
2019
Q2 		$283K Buy
2,740
+697
+34% +$72.5K 0.26% 120
2019
Q1 		$228K Buy
2,043
+114
+6% +$12.1K 0.23% 133
2018
Q4 		$225K Buy
+1,929
New +$209K 0.18% 120

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

Claro Advisors's UPS Position: Q1 2026 in Review

Claro Advisors reduced its United Parcel Service (UPS) stake by 2.4% in Q1 2026, selling an estimated $12.3K and leaving 4,743 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #255.

Claro Advisors first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $837K in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Claro Advisors held 4,743 shares of United Parcel Service worth $467K as of Q1 2026.
  • Claro Advisors sold 115 United Parcel Service shares in Q1 2026, an estimated $12.3K.
  • United Parcel Service made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #255 holding.
  • Claro Advisors first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's United Parcel Service position peaked at $837K in Q1 2022.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.