Diversify Advisory Services’s United Parcel Service UPS Stock Holding History

Diversify 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	$789K	Sell	7,403 -5,558	-43%	-$596K	0.12%	85
2025 Q4	$1.39M	Buy	12,961 +3,043	+31%	+$285K	0.04%	296
2025 Q3	$933K	Buy	9,918 +3,906	+65%	+$354K	0.03%	386
2025 Q2	$526K	Buy	6,012 +3,478	+137%	+$342K	0.02%	519
2025 Q1	$245K	Sell	2,534 -5,052	-67%	-$604K	0.02%	559
2024 Q4	$935K	Sell	7,586 -13,498	-64%	-$1.78M	0.05%	238
2024 Q3	$2.77M	Sell	21,084 -2,936	-12%	-$385K	0.15%	123
2024 Q2	$3.23M	Sell	24,020 -4,907	-17%	-$703K	0.18%	103
2024 Q1	$4.27M	Buy	+28,927	New	+$4.4M	0.25%	84

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversify Advisory Services's UPS Position: Q1 2026 in Review

Diversify Advisory Services reduced its United Parcel Service (UPS) stake by 43% in Q1 2026, selling an estimated $596K and leaving 7,403 shares worth $789K. The position accounts for 0.12% of the portfolio, ranked #85.

Diversify Advisory Services first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.27M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Diversify Advisory Services held 7,403 shares of United Parcel Service worth $789K as of Q1 2026.
Diversify Advisory Services sold 5,558 United Parcel Service shares in Q1 2026, an estimated $596K.
United Parcel Service made up 0.12% of Diversify Advisory Services's portfolio in Q1 2026, its #85 holding.
Diversify Advisory Services first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's United Parcel Service position peaked at $4.27M in Q1 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.