FIA
UPS icon

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 		$10.8K Buy
+100
New +$10.4K ﹤0.01% 1198

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.