Sanctuary Advisors’s United Parcel Service UPS Stock Holding History

Sanctuary 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	$16.3M	Buy	165,396 +5,166	+3%	+$554K	0.09%	233
2025 Q4	$15.9M	Buy	160,230 +5,791	+4%	+$542K	0.09%	232
2025 Q3	$12.9M	Buy	154,439 +6,541	+4%	+$592K	0.07%	275
2025 Q2	$14.9M	Buy	147,898 +50,799	+52%	+$5M	0.09%	227
2025 Q1	$10.7M	Sell	97,099 -17,031	-15%	-$2.04M	0.08%	270
2024 Q4	$13.1M	Buy	114,130 +775	+0.7%	+$102K	0.08%	251
2024 Q3	$15.3M	Sell	113,355 -24,246	-18%	-$3.18M	0.1%	234
2024 Q2	$20.3M	Buy	+137,601	New	+$19.7M	0.15%	141

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

Sanctuary Advisors's UPS Position: Q1 2026 in Review

Sanctuary Advisors increased its United Parcel Service (UPS) stake by 3.2% in Q1 2026, buying an estimated $554K and bringing the position to 165,396 shares worth $16.3M. The position accounts for 0.09% of the portfolio, ranked #233.

Sanctuary Advisors first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. The position peaked at $20.3M in Q2 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Sanctuary Advisors held 165,396 shares of United Parcel Service worth $16.3M as of Q1 2026.
Sanctuary Advisors bought 5,166 United Parcel Service shares in Q1 2026, an estimated $554K.
United Parcel Service made up 0.09% of Sanctuary Advisors's portfolio in Q1 2026, its #233 holding.
Sanctuary Advisors first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's United Parcel Service position peaked at $20.3M in Q2 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.