Intellus Advisors’s United Parcel Service UPS Stock Holding History

Intellus 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	$5.01M	Sell	46,582 -11,930	-20%	-$1.24M	0.61%	27
2026 Q1	$5.76M	Sell	58,512 -1	-0%	-$107	0.79%	25
2025 Q4	$5.8M	Buy	58,513 +9,843	+20%	+$921K	0.77%	25
2025 Q3	$4.07M	Buy	48,670 +6	+0%	+$543	0.56%	27
2025 Q2	$4.91M	Buy	48,664 +5	+0%	+$492	0.73%	27
2025 Q1	$5.35M	Sell	48,659 -53	-0.1%	-$6.34K	0.94%	25
2024 Q4	$6.14M	Buy	+48,712	New	+$6.41M	1.06%	27

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intellus Advisors's UPS Position: Q2 2026 in Review

Intellus Advisors reduced its United Parcel Service (UPS) stake by 20% in Q2 2026, selling an estimated $1.24M and leaving 46,582 shares worth $5.01M. The position accounts for 0.61% of the portfolio, ranked #27.

Intellus Advisors first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.14M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Intellus Advisors held 46,582 shares of United Parcel Service worth $5.01M as of Q2 2026.
Intellus Advisors sold 11,930 United Parcel Service shares in Q2 2026, an estimated $1.24M.
United Parcel Service made up 0.61% of Intellus Advisors's portfolio in Q2 2026, its #27 holding.
Intellus Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Intellus Advisors's United Parcel Service position peaked at $6.14M in Q4 2024.
2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.