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 Q2	$741K	Sell	6,902 -1,875	-21%	-$195K	0.25%	92
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Investor's Fiduciary Advisor Network's UPS Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $195K and leaving 6,902 shares worth $741K. The position accounts for 0.25% of the portfolio, ranked #92.

Investor's Fiduciary Advisor Network first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $933K in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Investor's Fiduciary Advisor Network held 6,902 shares of United Parcel Service worth $741K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 1,875 United Parcel Service shares in Q2 2026, an estimated $195K.
United Parcel Service made up 0.25% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #92 holding.
Investor's Fiduciary Advisor Network first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's United Parcel Service position peaked at $933K in Q4 2025.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.