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Investor's Fiduciary Advisor Network’s United Parcel Service UPS Stock Holding History

Investor's Fiduciary Advisor Network’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 		$863K Sell
8,777
-638
-7% -$68.4K 0.26% 102
2025
Q4 		$933K Sell
9,415
-320
-3% -$29.9K 0.2% 115
2025
Q3 		$813K Buy
9,735
+1,452
+18% +$132K 0.28% 95
2025
Q2 		$836K Buy
8,283
+2,855
+53% +$281K 0.31% 87
2025
Q1 		$597K Sell
5,428
-493
-8% -$58.9K 0.28% 91
2024
Q4 		$746K Buy
+5,921
New +$779K 0.29% 88

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investor's Fiduciary Advisor Network's UPS Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its United Parcel Service (UPS) stake by 6.8% in Q1 2026, selling an estimated $68.4K and leaving 8,777 shares worth $863K. The position accounts for 0.26% of the portfolio, ranked #102.

Investor's Fiduciary Advisor Network first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $933K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 8,777 shares of United Parcel Service worth $863K as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 638 United Parcel Service shares in Q1 2026, an estimated $68.4K.
  • United Parcel Service made up 0.26% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #102 holding.
  • Investor's Fiduciary Advisor Network first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's United Parcel Service position peaked at $933K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.