First Affirmative Financial Network’s United Parcel Service UPS Stock Holding History

First Affirmative Financial 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	$264K	Buy	+2,688	New	+$288K	0.1%	240
2025 Q3	$226K	Sell	2,710 -363	-12%	-$32.9K	0.11%	246
2025 Q2	$310K	Sell	3,073 -41	-1%	-$4.03K	0.16%	166
2025 Q1	$343K	Sell	3,114 -230	-7%	-$27.5K	0.21%	137
2024 Q4	$422K	Sell	3,344 -295	-8%	-$38.8K	0.24%	109
2024 Q3	$496K	Buy	3,639 +69	+2%	+$9.06K	0.27%	97
2024 Q2	$489K	Buy	3,570 +31	+0.9%	+$4.44K	0.34%	80
2024 Q1	$526K	Sell	3,539 -51	-1%	-$7.75K	0.39%	69
2023 Q4	$564K	Sell	3,590 -38	-1%	-$5.75K	0.45%	53
2023 Q3	$566K	Sell	3,628 -231	-6%	-$39.9K	0.55%	41
2023 Q2	$692K	Buy	3,859 +82	+2%	+$14.6K	0.69%	24
2023 Q1	$733K	Sell	3,777 -180	-5%	-$33K	0.85%	14
2022 Q4	$688K	Sell	3,957 -233	-6%	-$40.3K	0.83%	15
2022 Q3	$677K	Sell	4,190 -351	-8%	-$66.5K	0.86%	17
2022 Q2	$829K	Sell	4,541 -871	-16%	-$159K	0.94%	16
2022 Q1	$1.16M	Buy	5,412 +226	+4%	+$48K	1.11%	12
2021 Q4	$1.11M	Sell	5,186 -120	-2%	-$24.4K	1.02%	12
2021 Q3	$966K	Buy	+5,306	New	+$1.05M	0.99%	15

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

First Affirmative Financial Network's UPS Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in United Parcel Service (UPS) in Q1 2026: 2,688 shares worth $264K. The stake represents 0.1% of the portfolio and ranks #240 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in UPS as recently as Q3 2025.

First Affirmative Financial Network first reported a position in UPS in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

First Affirmative Financial Network held 2,688 shares of United Parcel Service worth $264K as of Q1 2026.
United Parcel Service was a new First Affirmative Financial Network position in Q1 2026.
United Parcel Service made up 0.1% of First Affirmative Financial Network's portfolio in Q1 2026, its #240 holding.
First Affirmative Financial Network first reported a position in United Parcel Service in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's United Parcel Service position peaked at $1.16M in Q1 2022.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.