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Silver Oak Securities’s United Parcel Service UPS Stock Holding History

Silver Oak Securities’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 		$599K Buy
5,575
+75
+1% +$7.8K 0.04% 420
2026
Q1 		$541K Buy
5,500
+126
+2% +$13.5K 0.04% 410
2025
Q4 		$535K Sell
5,374
-1,406
-21% -$132K 0.04% 441
2025
Q3 		$566K Buy
6,780
+503
+8% +$45.6K 0.04% 390
2025
Q2 		$634K Buy
6,277
+1,179
+23% +$116K 0.05% 348
2025
Q1 		$559K Buy
5,098
+1,529
+43% +$183K 0.05% 351
2024
Q4 		$447K Sell
3,569
-408
-10% -$53.7K 0.04% 409
2024
Q3 		$534K Buy
3,977
+620
+18% +$81.4K 0.06% 323
2024
Q2 		$459K Buy
3,357
+136
+4% +$19.5K 0.07% 236
2024
Q1 		$479K Sell
3,221
-220
-6% -$33.4K 0.07% 239
2023
Q4 		$541K Buy
+3,441
New +$520K 0.07% 262
2023
Q2 		– Sell
-2,674
Closed -$519K – 487
2023
Q1 		$519K Buy
2,674
+350
+15% +$64.2K 0.09% 188
2022
Q4 		$404K Buy
+2,324
New +$402K 0.08% 192
2022
Q3 		– Sell
-2,684
Closed -$504K – 502
2022
Q2 		$504K Buy
2,684
+146
+6% +$26.6K 0.11% 128
2022
Q1 		$485K Buy
+2,538
New +$539K 0.1% 166

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

Silver Oak Securities's UPS Position: Q2 2026 in Review

Silver Oak Securities increased its United Parcel Service (UPS) stake by 1.4% in Q2 2026, buying an estimated $7.8K and bringing the position to 5,575 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #420.

Silver Oak Securities first reported a position in UPS in Q1 2022 and has held it in 15 quarters since. The position peaked at $634K in Q2 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Silver Oak Securities held 5,575 shares of United Parcel Service worth $599K as of Q2 2026.
  • Silver Oak Securities bought 75 United Parcel Service shares in Q2 2026, an estimated $7.8K.
  • United Parcel Service made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #420 holding.
  • Silver Oak Securities first reported a position in United Parcel Service in Q1 2022 and has held it in 15 quarters since.
  • Silver Oak Securities's United Parcel Service position peaked at $634K in Q2 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.