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Financial Advisors Network’s United Parcel Service UPS Stock Holding History

Financial Advisors Network’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 		$354K Buy
3,598
+744
+26% +$79.8K 0.05% 138
2025
Q4 		$283K Buy
2,854
+283
+11% +$26.5K 0.04% 162
2025
Q3 		$215K Buy
2,571
+355
+16% +$32.2K 0.03% 186
2025
Q2 		$224K Buy
+2,216
New +$218K 0.03% 178
2017
Q1 		– Sell
-214
Closed -$25.2K – 434
2016
Q4 		$25.2K Buy
+214
New +$24.1K 0.02% 175

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

Financial Advisors Network's UPS Position: Q1 2026 in Review

Financial Advisors Network increased its United Parcel Service (UPS) stake by 26% in Q1 2026, buying an estimated $79.8K and bringing the position to 3,598 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #138.

Financial Advisors Network first reported a position in UPS in Q4 2016 and has held it in 5 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Financial Advisors Network held 3,598 shares of United Parcel Service worth $354K as of Q1 2026.
  • Financial Advisors Network bought 744 United Parcel Service shares in Q1 2026, an estimated $79.8K.
  • United Parcel Service made up 0.05% of Financial Advisors Network's portfolio in Q1 2026, its #138 holding.
  • Financial Advisors Network first reported a position in United Parcel Service in Q4 2016 and has held it in 5 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.