NWF Advisory Services’s United Parcel Service UPS Stock Holding History

NWF Advisory Services’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	$242K	Sell	2,461 -32	-1%	-$3.43K	0.03%	328
2025 Q4	$247K	Buy	+2,493	New	+$233K	0.03%	323
2025 Q3	–	Sell	-3,333	Closed	-$336K	–	461
2025 Q2	$336K	Buy	3,333 +221	+7%	+$21.7K	0.04%	269
2025 Q1	$342K	Sell	3,112 -1,025	-25%	-$123K	0.05%	226
2024 Q4	$522K	Buy	4,137 +1,687	+69%	+$222K	0.08%	130
2024 Q3	$334K	Sell	2,450 -17	-0.7%	-$2.23K	0.05%	222
2024 Q2	$338K	Buy	2,467 +2	+0.1%	+$286	0.05%	204
2024 Q1	$366K	Sell	2,465 -168	-6%	-$25.5K	0.06%	201
2023 Q4	$414K	Sell	2,633 -488	-16%	-$73.8K	0.08%	166
2023 Q3	$486K	Hold	3,121	–	–	0.11%	139
2023 Q2	$559K	Hold	3,121	–	–	0.13%	130
2023 Q1	$559K	Buy	+3,121	New	+$572K	0.13%	129

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

NWF Advisory Services's UPS Position: Q1 2026 in Review

NWF Advisory Services reduced its United Parcel Service (UPS) stake by 1.3% in Q1 2026, selling an estimated $3.43K and leaving 2,461 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #328.

NWF Advisory Services first reported a position in UPS in Q1 2023 and has held it in 12 quarters since. The position peaked at $559K in Q2 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

NWF Advisory Services held 2,461 shares of United Parcel Service worth $242K as of Q1 2026.
NWF Advisory Services sold 32 United Parcel Service shares in Q1 2026, an estimated $3.43K.
United Parcel Service made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #328 holding.
NWF Advisory Services first reported a position in United Parcel Service in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's United Parcel Service position peaked at $559K in Q2 2023.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.