Navalign LLC
UPS icon

Navalign LLC’s United Parcel Service UPS Stock Holding History

Navalign LLC’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
Q3 		$741K Sell
7,935
-846
-10% -$88.8K 0.17% 79
2026
Q2 		$944K Sell
8,781
-2,522
-22% -$262K 0.22% 70
2026
Q1 		$1.11M Sell
11,303
-10
-0.1% -$1.07K 0.28% 63
2025
Q4 		$1.12M Hold
11,313
– – 0.28% 58
2025
Q3 		$945K Hold
11,313
– – 0.25% 67
2025
Q2 		$1.14M Sell
11,313
-85
-0.7% -$8.36K 0.31% 53
2025
Q1 		$1.25M Buy
+11,398
New +$1.36M 0.36% 49

Other funds holding UPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Navalign LLC's UPS Position: Q3 2026 in Review

Navalign LLC reduced its United Parcel Service (UPS) stake by 9.6% in Q3 2026, selling an estimated $88.8K and leaving 7,935 shares worth $741K. The position accounts for 0.17% of the portfolio, ranked #79.

Navalign LLC first reported a position in UPS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2025. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Navalign LLC held 7,935 shares of United Parcel Service worth $741K as of Q3 2026.
  • Navalign LLC sold 846 United Parcel Service shares in Q3 2026, an estimated $88.8K.
  • United Parcel Service made up 0.17% of Navalign LLC's portfolio in Q3 2026, its #79 holding.
  • Navalign LLC first reported a position in United Parcel Service in Q1 2025 and has held it in 7 quarters since.
  • Navalign LLC's United Parcel Service position peaked at $1.25M in Q1 2025.
  • 1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.