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

Financial Sense 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 		– Sell
-6,000
Closed -$595K – 172
2025
Q4 		$595K Buy
+6,000
New +$561K 0.11% 97
2022
Q1 		– Sell
-2,125
Closed -$456K – 144
2021
Q4 		$456K Hold
2,125
– – 0.16% 77
2021
Q3 		$387K Hold
2,125
– – 0.13% 79
2021
Q2 		$442K Buy
2,125
+1
+0% +$200 0.14% 79
2021
Q1 		$361K Buy
2,124
+2
+0.1% +$324 0.12% 84
2020
Q4 		$357K Buy
2,122
+622
+41% +$105K 0.13% 81
2020
Q3 		$250K Buy
+1,500
New +$218K 0.1% 85

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 Sense Advisors's UPS Position: Q1 2026 in Review

Financial Sense Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 6,000 shares — an estimated $595K sold.

Financial Sense Advisors first reported a position in UPS in Q3 2020 and held it in 7 quarters. The position peaked at $595K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Financial Sense Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Financial Sense Advisors sold 6,000 United Parcel Service shares in Q1 2026, an estimated $595K.
  • Financial Sense Advisors first reported a position in United Parcel Service in Q3 2020 and held it in 7 quarters.
  • Financial Sense Advisors's United Parcel Service position peaked at $595K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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