Financial Engines Advisors
UPS icon

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

Financial Engines Advisors’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 		$316K Buy
3,214
+41
+1% +$4.4K ﹤0.01% 460
2025
Q4 		$315K Sell
3,173
-336
-10% -$31.4K ﹤0.01% 463
2025
Q3 		$293K Buy
3,509
+195
+6% +$17.7K ﹤0.01% 474
2025
Q2 		$334K Buy
3,314
+907
+38% +$89.2K ﹤0.01% 429
2025
Q1 		$265K Sell
2,407
-258
-10% -$30.9K ﹤0.01% 386
2024
Q4 		$336K Buy
+2,665
New +$351K ﹤0.01% 368
2021
Q3 		– Sell
-1,899
Closed -$395K – 285
2021
Q2 		$395K Buy
1,899
+96
+5% +$19.2K ﹤0.01% 157
2021
Q1 		$306K Sell
1,803
-22
-1% -$3.56K ﹤0.01% 205
2020
Q4 		$307K Sell
1,825
-151
-8% -$25.5K ﹤0.01% 203
2020
Q3 		$329K Buy
+1,976
New +$288K ﹤0.01% 180
2018
Q1 		– Sell
-12
Closed -$1K – 229
2017
Q4 		$1K Buy
+12
New +$1.41K ﹤0.01% 202

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 Engines Advisors's UPS Position: Q1 2026 in Review

Financial Engines Advisors increased its United Parcel Service (UPS) stake by 1.3% in Q1 2026, buying an estimated $4.4K and bringing the position to 3,214 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Financial Engines Advisors first reported a position in UPS in Q4 2017 and has held it in 11 quarters since. The position peaked at $395K in Q2 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Financial Engines Advisors held 3,214 shares of United Parcel Service worth $316K as of Q1 2026.
  • Financial Engines Advisors bought 41 United Parcel Service shares in Q1 2026, an estimated $4.4K.
  • United Parcel Service made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #460 holding.
  • Financial Engines Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 11 quarters since.
  • Financial Engines Advisors's United Parcel Service position peaked at $395K in Q2 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.