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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
Q2 		$452K Buy
4,209
+611
+17% +$63.5K 0.06% 134
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Advisors Network's UPS Position: Q2 2026 in Review

Financial Advisors Network increased its United Parcel Service (UPS) stake by 17% in Q2 2026, buying an estimated $63.5K and bringing the position to 4,209 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #134.

Financial Advisors Network first reported a position in UPS in Q4 2016 and has held it in 6 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Financial Advisors Network held 4,209 shares of United Parcel Service worth $452K as of Q2 2026.
  • Financial Advisors Network bought 611 United Parcel Service shares in Q2 2026, an estimated $63.5K.
  • United Parcel Service made up 0.06% of Financial Advisors Network's portfolio in Q2 2026, its #134 holding.
  • Financial Advisors Network first reported a position in United Parcel Service in Q4 2016 and has held it in 6 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.