IFS Advisors’s United Parcel Service UPS Stock Holding History

IFS 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	$26.2K	Buy	266 +143	+116%	+$15.3K	0.01%	74
2025 Q4	$12.2K	Sell	123 -151	-55%	-$14.1K	0.01%	92
2025 Q3	$22.9K	Hold	274	–	–	0.01%	64
2025 Q2	$27.7K	Hold	274	–	–	0.02%	49
2025 Q1	$30.1K	Buy	274 +58	+27%	+$6.93K	0.02%	58
2024 Q4	$27.2K	Buy	216 +151	+232%	+$19.9K	0.02%	53
2024 Q3	$8.86K	Hold	65	–	–	0.01%	80
2024 Q2	$8.89K	Hold	65	–	–	0.01%	74
2024 Q1	$9.66K	Hold	65	–	–	0.01%	69
2023 Q4	$10.2K	Hold	65	–	–	0.01%	61
2023 Q3	$10.1K	Hold	65	–	–	0.02%	58
2023 Q2	$11.7K	Buy	65 +60	+1,200%	+$10.7K	0.03%	51
2023 Q1	$969	Hold	5	–	–	﹤0.01%	99
2022 Q4	$869	Hold	5	–	–	﹤0.01%	109
2022 Q3	$0	Hold	5	–	–	﹤0.01%	128
2022 Q2	$0	Hold	5	–	–	﹤0.01%	128
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	107
2021 Q4	$1K	Buy	+5	New	+$1.02K	﹤0.01%	117
2021 Q1	–	Sell	-5	Closed	–	–	140
2020 Q4	$0	Buy	+5	New	+$844	﹤0.01%	174

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

IFS Advisors's UPS Position: Q1 2026 in Review

IFS Advisors increased its United Parcel Service (UPS) stake by 116% in Q1 2026, buying an estimated $15.3K and bringing the position to 266 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #74.

IFS Advisors first reported a position in UPS in Q4 2020 and has held it in 19 quarters since. The position peaked at $30.1K in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

IFS Advisors held 266 shares of United Parcel Service worth $26.2K as of Q1 2026.
IFS Advisors bought 143 United Parcel Service shares in Q1 2026, an estimated $15.3K.
United Parcel Service made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #74 holding.
IFS Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's United Parcel Service position peaked at $30.1K in Q1 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.