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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savvy Advisors Inc's UPS Position: Q1 2026 in Review

Savvy Advisors Inc increased its United Parcel Service (UPS) stake by 18% in Q1 2026, buying an estimated $341K and bringing the position to 21,083 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #262.

Savvy Advisors Inc first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Savvy Advisors Inc held 21,083 shares of United Parcel Service worth $2.07M as of Q1 2026.
  • Savvy Advisors Inc bought 3,175 United Parcel Service shares in Q1 2026, an estimated $341K.
  • United Parcel Service made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #262 holding.
  • Savvy Advisors Inc first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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