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Pinion Investment Advisors’s United Parcel Service UPS Stock Holding History

Pinion Investment 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 		$245K Buy
2,492
+41
+2% +$4.4K 0.06% 158
2025
Q4 		$243K Buy
+2,451
New +$229K 0.06% 154
2022
Q1 		– Sell
-1,024
Closed -$219K – 176
2021
Q4 		$219K Buy
+1,024
New +$208K 0.15% 149

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinion Investment Advisors's UPS Position: Q1 2026 in Review

Pinion Investment Advisors increased its United Parcel Service (UPS) stake by 1.7% in Q1 2026, buying an estimated $4.4K and bringing the position to 2,492 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #158.

Pinion Investment Advisors first reported a position in UPS in Q4 2021 and has held it in 3 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Pinion Investment Advisors held 2,492 shares of United Parcel Service worth $245K as of Q1 2026.
  • Pinion Investment Advisors bought 41 United Parcel Service shares in Q1 2026, an estimated $4.4K.
  • United Parcel Service made up 0.06% of Pinion Investment Advisors's portfolio in Q1 2026, its #158 holding.
  • Pinion Investment Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 3 quarters since.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.