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 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 $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

Intellus Advisors's UPS Position: Q1 2026 in Review

Intellus Advisors reduced its United Parcel Service (UPS) stake by 0% in Q1 2026, selling an estimated $107 and leaving 58,512 shares worth $5.76M. The position accounts for 0.79% of the portfolio, ranked #25.

Intellus Advisors first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.14M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Intellus Advisors held 58,512 shares of United Parcel Service worth $5.76M as of Q1 2026.
Intellus Advisors sold 1 United Parcel Service share in Q1 2026, an estimated $107.
United Parcel Service made up 0.79% of Intellus Advisors's portfolio in Q1 2026, its #25 holding.
Intellus Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Intellus Advisors's United Parcel Service position peaked at $6.14M in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.