MONECO Advisors’s United Parcel Service UPS Stock Holding History

MONECO 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	$308K	Buy	3,134 +272	+10%	+$29.2K	0.02%	396
2025 Q4	$284K	Buy	+2,862	New	+$268K	0.02%	412
2025 Q3	–	Sell	-2,153	Closed	-$217K	–	514
2025 Q2	$217K	Sell	2,153 -1,098	-34%	-$108K	0.02%	446
2025 Q1	$358K	Buy	+3,251	New	+$389K	0.04%	334
2023 Q3	–	Sell	-1,139	Closed	-$204K	–	352
2023 Q2	$204K	Sell	1,139 -760	-40%	-$135K	0.06%	326
2023 Q1	$368K	Buy	+1,899	New	+$348K	0.11%	212
2022 Q1	–	Sell	-881	Closed	-$201K	–	259
2021 Q4	$201K	Buy	+881	New	+$179K	0.08%	234

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

MONECO Advisors's UPS Position: Q1 2026 in Review

MONECO Advisors increased its United Parcel Service (UPS) stake by 9.5% in Q1 2026, buying an estimated $29.2K and bringing the position to 3,134 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #396.

MONECO Advisors first reported a position in UPS in Q4 2021 and has held it in 7 quarters since. The position peaked at $368K in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

MONECO Advisors held 3,134 shares of United Parcel Service worth $308K as of Q1 2026.
MONECO Advisors bought 272 United Parcel Service shares in Q1 2026, an estimated $29.2K.
United Parcel Service made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #396 holding.
MONECO Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 7 quarters since.
MONECO Advisors's United Parcel Service position peaked at $368K in Q1 2023.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.