Insigneo Advisory Services’s United Parcel Service UPS Stock Holding History

Insigneo Advisory Services’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	$826K	Buy	8,393 +1,068	+15%	+$115K	0.06%	251
2025 Q4	$727K	Sell	7,325 -245	-3%	-$22.9K	0.05%	272
2025 Q3	$632K	Buy	7,570 +402	+6%	+$36.4K	0.04%	309
2025 Q2	$724K	Sell	7,168 -1,341	-16%	-$132K	0.06%	245
2025 Q1	$936K	Buy	8,509 +966	+13%	+$116K	0.1%	175
2024 Q4	$951K	Sell	7,543 -2,060	-21%	-$271K	0.1%	169
2024 Q3	$1.31M	Sell	9,603 -1,084	-10%	-$142K	0.13%	147
2024 Q2	$1.35M	Sell	10,687 -378	-3%	-$54.1K	0.15%	134
2024 Q1	$1.64M	Buy	11,065 +424	+4%	+$64.5K	0.2%	104
2023 Q4	$1.67M	Buy	10,641 +2,103	+25%	+$318K	0.24%	88
2023 Q3	$1.33M	Buy	8,538 +176	+2%	+$30.4K	0.27%	77
2023 Q2	$1.5M	Buy	8,362 +3,876	+86%	+$688K	0.29%	69
2023 Q1	$870K	Buy	4,486 +482	+12%	+$88.4K	0.28%	74
2022 Q4	$696K	Buy	+4,004	New	+$693K	0.26%	82

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

Insigneo Advisory Services's UPS Position: Q1 2026 in Review

Insigneo Advisory Services increased its United Parcel Service (UPS) stake by 15% in Q1 2026, buying an estimated $115K and bringing the position to 8,393 shares worth $826K. The position accounts for 0.06% of the portfolio, ranked #251.

Insigneo Advisory Services first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.67M in Q4 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Insigneo Advisory Services held 8,393 shares of United Parcel Service worth $826K as of Q1 2026.
Insigneo Advisory Services bought 1,068 United Parcel Service shares in Q1 2026, an estimated $115K.
United Parcel Service made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #251 holding.
Insigneo Advisory Services first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's United Parcel Service position peaked at $1.67M in Q4 2023.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.