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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
Q2 		$20.4M Buy
189,433
+24,037
+15% +$2.5M 0.09% 223
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
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

Sanctuary Advisors's UPS Position: Q2 2026 in Review

Sanctuary Advisors increased its United Parcel Service (UPS) stake by 15% in Q2 2026, buying an estimated $2.5M and bringing the position to 189,433 shares worth $20.4M. The position accounts for 0.09% of the portfolio, ranked #223.

Sanctuary Advisors first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sanctuary Advisors held 189,433 shares of United Parcel Service worth $20.4M as of Q2 2026.
  • Sanctuary Advisors bought 24,037 United Parcel Service shares in Q2 2026, an estimated $2.5M.
  • United Parcel Service made up 0.09% of Sanctuary Advisors's portfolio in Q2 2026, its #223 holding.
  • Sanctuary Advisors first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.