Sage Mountain Advisors’s United Parcel Service UPS Stock Holding History

Sage Mountain 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	$726K	Sell	7,380 -748	-9%	-$80.2K	0.05%	112
2025 Q4	$806K	Sell	8,128 -2,932	-27%	-$274K	0.04%	194
2025 Q3	$924K	Sell	11,060 -4,852	-30%	-$439K	0.05%	173
2025 Q2	$1.61M	Sell	15,912 -479	-3%	-$47.1K	0.1%	92
2025 Q1	$1.8M	Buy	16,391 +1,211	+8%	+$145K	0.13%	79
2024 Q4	$1.91M	Sell	15,180 -204	-1%	-$26.8K	0.14%	75
2024 Q3	$2.1M	Buy	15,384 +2,579	+20%	+$339K	0.18%	67
2024 Q2	$1.75M	Sell	12,805 -49	-0.4%	-$7.02K	0.16%	67
2024 Q1	$1.91M	Buy	12,854 +298	+2%	+$45.3K	0.2%	57
2023 Q4	$1.97M	Sell	12,556 -130	-1%	-$19.7K	0.23%	55
2023 Q3	$1.98M	Sell	12,686 -161	-1%	-$27.8K	0.27%	49
2023 Q2	$2.3M	Buy	12,847 +9,957	+345%	+$1.77M	0.33%	43
2023 Q1	$561K	Buy	+2,890	New	+$530K	0.09%	92

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

Sage Mountain Advisors's UPS Position: Q1 2026 in Review

Sage Mountain Advisors reduced its United Parcel Service (UPS) stake by 9.2% in Q1 2026, selling an estimated $80.2K and leaving 7,380 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #112.

Sage Mountain Advisors first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.3M in Q2 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Sage Mountain Advisors held 7,380 shares of United Parcel Service worth $726K as of Q1 2026.
Sage Mountain Advisors sold 748 United Parcel Service shares in Q1 2026, an estimated $80.2K.
United Parcel Service made up 0.05% of Sage Mountain Advisors's portfolio in Q1 2026, its #112 holding.
Sage Mountain Advisors first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
Sage Mountain Advisors's United Parcel Service position peaked at $2.3M in Q2 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.