Silver Lake Advisory’s United Parcel Service UPS Stock Holding History

Silver Lake Advisory’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	$215K	Buy	+2,000	New	+$208K	0.08%	104
2025 Q3	–	Sell	-2,000	Closed	-$202K	–	109
2025 Q2	$202K	Hold	2,000	–	–	0.09%	102
2025 Q1	$220K	Buy	+2,000	New	+$239K	0.1%	97
2019 Q3	–	Sell	-26,330	Closed	-$2.72M	–	82
2019 Q2	$2.72M	Sell	26,330 -33	-0.1%	-$3.43K	1.8%	25
2019 Q1	$2.95M	Sell	26,363 -799	-3%	-$84.7K	1.99%	19
2018 Q4	$2.65M	Sell	27,162 -621	-2%	-$67.3K	1.97%	18
2018 Q3	$3.24M	Buy	27,783 +7,193	+35%	+$847K	1.97%	14
2018 Q2	$2.28M	Sell	20,590 -5,234	-20%	-$588K	1.81%	22
2018 Q1	$2.7M	Buy	25,824 +509	+2%	+$58.8K	2.01%	18
2017 Q4	$3.02M	Buy	25,315 +60	+0.2%	+$7.05K	2.15%	15
2017 Q3	$3.03M	Buy	25,255 +4,630	+22%	+$526K	2.31%	14
2017 Q2	$2.28M	Buy	20,625 +195	+1%	+$20.8K	1.69%	24
2017 Q1	$2.19M	Buy	+20,430	New	+$2.23M	1.65%	24

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silver Lake Advisory's UPS Position: Q2 2026 in Review

Silver Lake Advisory opened a new position in United Parcel Service (UPS) in Q2 2026: 2,000 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings. This is a return to the name: Silver Lake Advisory previously reported a position in UPS as recently as Q2 2025.

Silver Lake Advisory first reported a position in UPS in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.24M in Q3 2018. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Silver Lake Advisory held 2,000 shares of United Parcel Service worth $215K as of Q2 2026.
United Parcel Service was a new Silver Lake Advisory position in Q2 2026.
United Parcel Service made up 0.08% of Silver Lake Advisory's portfolio in Q2 2026, its #104 holding.
Silver Lake Advisory first reported a position in United Parcel Service in Q1 2017 and has held it in 13 quarters since.
Silver Lake Advisory's United Parcel Service position peaked at $3.24M in Q3 2018.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.