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J. Safra Asset Management’s United Parcel Service UPS Stock Holding History

J. Safra Asset Management’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 		$14.2K Hold
144
– – ﹤0.01% 340
2025
Q4 		$14.3K Buy
+144
New +$13.5K ﹤0.01% 338
2022
Q2 		– Sell
-44
Closed – – 142
2022
Q1 		$0 Buy
+44
New +$9.35K ﹤0.01% 143

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

J. Safra Asset Management's UPS Position: Q1 2026 in Review

J. Safra Asset Management held its United Parcel Service (UPS) position steady in Q1 2026 at 144 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

J. Safra Asset Management first reported a position in UPS in Q1 2022 and has held it in 3 quarters since. The position peaked at $14.3K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • J. Safra Asset Management held 144 shares of United Parcel Service worth $14.2K as of Q1 2026.
  • J. Safra Asset Management left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #340 holding.
  • J. Safra Asset Management first reported a position in United Parcel Service in Q1 2022 and has held it in 3 quarters since.
  • J. Safra Asset Management's United Parcel Service position peaked at $14.3K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.