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Savvy Advisors Inc’s United Parcel Service UPS Stock Holding History

Savvy Advisors Inc’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 		$3.11M Buy
28,898
+7,815
+37% +$812K 0.07% 232
2026
Q1 		$2.07M Buy
21,083
+3,175
+18% +$341K 0.06% 262
2025
Q4 		$1.78M Buy
17,908
+7,929
+79% +$742K 0.06% 250
2025
Q3 		$834K Buy
9,979
+216
+2% +$19.6K 0.04% 304
2025
Q2 		$986K Buy
9,763
+279
+3% +$27.4K 0.07% 224
2025
Q1 		$1.04M Buy
9,484
+6,885
+265% +$823K 0.1% 160
2024
Q4 		$328K Buy
2,599
+745
+40% +$98K 0.04% 327
2024
Q3 		$253K Buy
1,854
+233
+14% +$30.6K 0.05% 289
2024
Q2 		$222K Buy
+1,621
New +$232K 0.07% 274

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 $3.37T AUM 44.26% 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

Savvy Advisors Inc's UPS Position: Q2 2026 in Review

Savvy Advisors Inc increased its United Parcel Service (UPS) stake by 37% in Q2 2026, buying an estimated $812K and bringing the position to 28,898 shares worth $3.11M. The position accounts for 0.07% of the portfolio, ranked #232.

Savvy Advisors Inc first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Savvy Advisors Inc held 28,898 shares of United Parcel Service worth $3.11M as of Q2 2026.
  • Savvy Advisors Inc bought 7,815 United Parcel Service shares in Q2 2026, an estimated $812K.
  • United Parcel Service made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #232 holding.
  • Savvy Advisors Inc first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.