OneAscent Financial Services’s United Parcel Service UPS Stock Holding History

OneAscent Financial 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	$203K	Buy	+2,064	New	+$221K	0.01%	566
2025 Q3	–	Sell	-2,666	Closed	-$275K	–	546
2025 Q2	$275K	Sell	2,666 -2,696	-50%	-$265K	0.02%	430
2025 Q1	$588K	Buy	5,362 +2,791	+109%	+$334K	0.04%	307
2024 Q4	$324K	Buy	2,571 +305	+13%	+$40.1K	0.03%	344
2024 Q3	$309K	Buy	+2,266	New	+$298K	0.22%	123
2024 Q2	–	Sell	-2,229	Closed	-$331K	–	386
2024 Q1	$331K	Sell	2,229 -672	-23%	-$102K	0.04%	270
2023 Q4	$456K	Buy	2,901 +1,481	+104%	+$224K	0.06%	201
2023 Q3	$221K	Buy	+1,420	New	+$245K	0.06%	238
2023 Q1	–	Sell	-1,670	Closed	-$290K	–	205
2022 Q4	$290K	Buy	1,670 +90	+6%	+$15.6K	0.12%	121
2022 Q3	$255K	Buy	+1,580	New	+$299K	0.1%	148
2021 Q1	$301K	Buy	+1,770	New	+$286K	0.3%	90

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

OneAscent Financial Services's UPS Position: Q1 2026 in Review

OneAscent Financial Services opened a new position in United Parcel Service (UPS) in Q1 2026: 2,064 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in UPS as recently as Q2 2025.

OneAscent Financial Services first reported a position in UPS in Q1 2021 and has held it in 11 quarters since. The position peaked at $588K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

OneAscent Financial Services held 2,064 shares of United Parcel Service worth $203K as of Q1 2026.
United Parcel Service was a new OneAscent Financial Services position in Q1 2026.
United Parcel Service made up 0.01% of OneAscent Financial Services's portfolio in Q1 2026, its #566 holding.
OneAscent Financial Services first reported a position in United Parcel Service in Q1 2021 and has held it in 11 quarters since.
OneAscent Financial Services's United Parcel Service position peaked at $588K in Q1 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.