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

Financial Network Wealth 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	$34.5K	Buy	350 +50	+17%	+$5.36K	0.04%	322
2025 Q4	$29.8K	Buy	300 +1	+0.3%	+$94	0.03%	337
2025 Q3	$25K	Buy	299 +57	+24%	+$5.16K	0.03%	351
2025 Q2	$24.4K	Sell	242 -343	-59%	-$33.7K	0.03%	339
2025 Q1	$64.4K	Buy	585 +336	+135%	+$40.2K	0.08%	210
2024 Q4	$31.4K	Sell	249 -991	-80%	-$130K	0.06%	242
2024 Q3	$169K	Sell	1,240 -59	-5%	-$7.75K	0.14%	128
2024 Q2	$177K	Buy	+1,299	New	+$186K	0.13%	152

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

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

Financial Network Wealth Advisors increased its United Parcel Service (UPS) stake by 17% in Q1 2026, buying an estimated $5.36K and bringing the position to 350 shares worth $34.5K. The position accounts for 0.04% of the portfolio, ranked #322.

Financial Network Wealth Advisors first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. The position peaked at $177K in Q2 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Financial Network Wealth Advisors held 350 shares of United Parcel Service worth $34.5K as of Q1 2026.
Financial Network Wealth Advisors bought 50 United Parcel Service shares in Q1 2026, an estimated $5.36K.
United Parcel Service made up 0.04% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #322 holding.
Financial Network Wealth Advisors first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's United Parcel Service position peaked at $177K in Q2 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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