SIAG
UPS icon

Safeguard Investment Advisory Group’s United Parcel Service UPS Stock Holding History

Safeguard Investment Advisory Group’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
Q2 		$261K Buy
+2,424
New +$252K 0.06% 138
2021
Q1 		– Sell
-550
Closed -$92K – 675
2020
Q4 		$92K Buy
+550
New +$92.8K 0.08% 130

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Safeguard Investment Advisory Group's UPS Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in United Parcel Service (UPS) in Q2 2026: 2,424 shares worth $261K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in UPS as recently as Q4 2020.

Safeguard Investment Advisory Group first reported a position in UPS in Q4 2020 and has held it in 2 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,424 shares of United Parcel Service worth $261K as of Q2 2026.
  • United Parcel Service was a new Safeguard Investment Advisory Group position in Q2 2026.
  • United Parcel Service made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #138 holding.
  • Safeguard Investment Advisory Group first reported a position in United Parcel Service in Q4 2020 and has held it in 2 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.