North Ridge Wealth Advisors’s United Parcel Service UPS Stock Holding History

North Ridge Wealth 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	$50	Buy	+1	New	+$107	﹤0.01%	190

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 $3.37T AUM 44.26% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

North Ridge Wealth Advisors's UPS Position: Q1 2026 in Review

North Ridge Wealth Advisors opened a new position in United Parcel Service (UPS) in Q1 2026: 1 share worth $50. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings.

2,110 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

North Ridge Wealth Advisors held 1 share of United Parcel Service worth $50 as of Q1 2026.
United Parcel Service was a new North Ridge Wealth Advisors position in Q1 2026.
United Parcel Service made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #190 holding.
2,110 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.