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Continuum Advisory’s United Parcel Service UPS Stock Holding History

Continuum Advisory’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 		$693K Buy
7,049
+24
+0.3% +$2.57K 0.07% 234
2025
Q4 		$697K Sell
7,025
-93
-1% -$8.7K 0.07% 240
2025
Q3 		$595K Buy
7,118
+16
+0.2% +$1.45K 0.06% 254
2025
Q2 		$717K Buy
7,102
+4,227
+147% +$416K 0.09% 214
2025
Q1 		$316K Sell
2,875
-18
-0.6% -$2.15K 0.04% 307
2024
Q4 		$365K Buy
2,893
+9
+0.3% +$1.18K 0.05% 297
2024
Q3 		$383K Sell
2,884
-280
-9% -$36.8K 0.05% 288
2024
Q2 		$433K Buy
3,164
+28
+0.9% +$4.01K 0.06% 245
2024
Q1 		$464K Sell
3,136
-1,234
-28% -$188K 0.07% 242
2023
Q4 		$687K Buy
4,370
+287
+7% +$43.4K 0.1% 229
2023
Q3 		$636K Buy
4,083
+105
+3% +$18.1K 0.1% 237
2023
Q2 		$713K Sell
3,978
-140
-3% -$24.9K 0.11% 217
2023
Q1 		$799K Buy
4,118
+99
+2% +$18.2K 0.14% 180
2022
Q4 		$699K Buy
4,019
+815
+25% +$141K 0.13% 199
2022
Q3 		$518K Buy
3,204
+417
+15% +$79K 0.09% 230
2022
Q2 		$509K Buy
2,787
+978
+54% +$178K 0.09% 247
2022
Q1 		$326K Buy
1,809
+726
+67% +$154K 0.06% 305
2021
Q4 		$232K Buy
+1,083
New +$220K 0.05% 269
2018
Q1 		– Sell
-2,431
Closed -$290K – 175
2017
Q4 		$290K Buy
2,431
+206
+9% +$24.2K 0.22% 116
2017
Q3 		$267K Sell
2,225
-93
-4% -$10.6K 0.23% 117
2017
Q2 		$256K Buy
2,318
+72
+3% +$7.7K 0.25% 114
2017
Q1 		$241K Buy
+2,246
New +$245K 0.29% 102

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

Continuum Advisory's UPS Position: Q1 2026 in Review

Continuum Advisory increased its United Parcel Service (UPS) stake by 0.34% in Q1 2026, buying an estimated $2.57K and bringing the position to 7,049 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #234.

Continuum Advisory first reported a position in UPS in Q1 2017 and has held it in 22 quarters since. The position peaked at $799K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Continuum Advisory held 7,049 shares of United Parcel Service worth $693K as of Q1 2026.
  • Continuum Advisory bought 24 United Parcel Service shares in Q1 2026, an estimated $2.57K.
  • United Parcel Service made up 0.07% of Continuum Advisory's portfolio in Q1 2026, its #234 holding.
  • Continuum Advisory first reported a position in United Parcel Service in Q1 2017 and has held it in 22 quarters since.
  • Continuum Advisory's United Parcel Service position peaked at $799K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.