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Foundations Investment Advisors’s United Parcel Service UPS Stock Holding History

Foundations Investment 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
Q2 		$4.5M Buy
41,854
+4,407
+12% +$458K 0.05% 265
2026
Q1 		$3.68M Buy
37,447
+8,891
+31% +$954K 0.05% 266
2025
Q4 		$2.83M Buy
28,556
+8,431
+42% +$789K 0.04% 295
2025
Q3 		$1.68M Buy
20,125
+698
+4% +$63.2K 0.02% 345
2025
Q2 		$1.96M Buy
19,427
+2,426
+14% +$239K 0.03% 314
2025
Q1 		$1.87M Sell
17,001
-65
-0.4% -$7.77K 0.03% 302
2024
Q4 		$2.15M Buy
17,066
+1,209
+8% +$159K 0.04% 279
2024
Q3 		$2.16M Buy
15,857
+1,648
+12% +$216K 0.05% 261
2024
Q2 		$1.94M Buy
14,209
+3,449
+32% +$494K 0.05% 237
2024
Q1 		$1.6M Sell
10,760
-1,731
-14% -$263K 0.04% 255
2023
Q4 		$1.78M Sell
12,491
-15,955
-56% -$2.41M 0.05% 238
2023
Q3 		$4.43M Buy
28,446
+125
+0.4% +$21.6K 0.14% 121
2023
Q2 		$5.08M Buy
28,321
+1,263
+5% +$224K 0.17% 91
2023
Q1 		$5.25M Buy
27,058
+6,706
+33% +$1.23M 0.19% 83
2022
Q4 		$3.54M Buy
20,352
+12,578
+162% +$2.18M 0.14% 82
2022
Q3 		$1.26M Buy
7,774
+3,022
+64% +$572K 0.05% 139
2022
Q2 		$880K Buy
4,752
+613
+15% +$112K 0.04% 166
2022
Q1 		$778K Buy
4,139
+472
+13% +$100K 0.03% 148
2021
Q4 		$775K Sell
3,667
-644
-15% -$131K 0.03% 150
2021
Q3 		$775K Buy
4,311
+146
+4% +$28.8K 0.03% 133
2021
Q2 		$891K Buy
4,165
+1,515
+57% +$303K 0.04% 106
2021
Q1 		$456K Buy
2,650
+1,186
+81% +$192K 0.03% 144
2020
Q4 		$232K Buy
+1,464
New +$247K 0.02% 167

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

Foundations Investment Advisors's UPS Position: Q2 2026 in Review

Foundations Investment Advisors increased its United Parcel Service (UPS) stake by 12% in Q2 2026, buying an estimated $458K and bringing the position to 41,854 shares worth $4.5M. The position accounts for 0.05% of the portfolio, ranked #265.

Foundations Investment Advisors first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.25M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Foundations Investment Advisors held 41,854 shares of United Parcel Service worth $4.5M as of Q2 2026.
  • Foundations Investment Advisors bought 4,407 United Parcel Service shares in Q2 2026, an estimated $458K.
  • United Parcel Service made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #265 holding.
  • Foundations Investment Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Foundations Investment Advisors's United Parcel Service position peaked at $5.25M in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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