CFO
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CVA Family Office’s United Parcel Service UPS Stock Holding History

CVA Family Office’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 		$281K Buy
2,860
+297
+12% +$31.9K 0.03% 258
2025
Q4 		$254K Buy
2,563
+596
+30% +$55.7K 0.03% 261
2025
Q3 		$164K Sell
1,967
-603
-23% -$54.6K 0.02% 326
2025
Q2 		$259K Buy
2,570
+146
+6% +$14.4K 0.04% 252
2025
Q1 		$267K Sell
2,424
-179
-7% -$21.4K 0.04% 234
2024
Q4 		$328K Buy
2,603
+913
+54% +$120K 0.05% 208
2024
Q3 		$230K Sell
1,690
-106
-6% -$13.9K 0.04% 235
2024
Q2 		$246K Sell
1,796
-226
-11% -$32.4K 0.04% 212
2024
Q1 		$301K Sell
2,022
-352
-15% -$53.5K 0.05% 190
2023
Q4 		$373K Buy
2,374
+331
+16% +$50K 0.07% 165
2023
Q3 		$318K Sell
2,043
-232
-10% -$40K 0.07% 162
2023
Q2 		$408K Sell
2,275
-115
-5% -$20.4K 0.09% 136
2023
Q1 		$464K Buy
2,390
+282
+13% +$51.7K 0.1% 129
2022
Q4 		$366K Sell
2,108
-322
-13% -$55.7K 0.09% 138
2022
Q3 		$393K Buy
2,430
+1,065
+78% +$202K 0.11% 121
2022
Q2 		$249K Buy
1,365
+205
+18% +$37.4K 0.07% 147
2022
Q1 		$249K Buy
1,160
+270
+30% +$57.4K 0.06% 158
2021
Q4 		$191K Buy
890
+748
+527% +$152K 0.05% 171
2021
Q3 		$24K Sell
142
-730
-84% -$144K 0.02% 247
2021
Q2 		$181K Buy
872
+211
+32% +$42.2K 0.05% 166
2021
Q1 		$112K Buy
661
+510
+338% +$82.5K 0.04% 165
2020
Q4 		$25K Buy
151
+9
+6% +$1.52K 0.02% 255
2020
Q3 		$24K Sell
142
-263
-65% -$38.3K 0.02% 247
2020
Q2 		$45K Buy
405
+330
+440% +$32.9K 0.04% 172
2020
Q1 		$7K Buy
+75
New +$7.77K 0.01% 262

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

CVA Family Office's UPS Position: Q1 2026 in Review

CVA Family Office increased its United Parcel Service (UPS) stake by 12% in Q1 2026, buying an estimated $31.9K and bringing the position to 2,860 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #258.

CVA Family Office first reported a position in UPS in Q1 2020 and has held it in 25 quarters since. The position peaked at $464K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • CVA Family Office held 2,860 shares of United Parcel Service worth $281K as of Q1 2026.
  • CVA Family Office bought 297 United Parcel Service shares in Q1 2026, an estimated $31.9K.
  • United Parcel Service made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #258 holding.
  • CVA Family Office first reported a position in United Parcel Service in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's United Parcel Service position peaked at $464K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.