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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
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 $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

Silver Oak Securities's UPS Position: Q1 2026 in Review

Silver Oak Securities increased its United Parcel Service (UPS) stake by 2.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 5,500 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #410.

Silver Oak Securities first reported a position in UPS in Q1 2022 and has held it in 14 quarters since. The position peaked at $634K in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Silver Oak Securities held 5,500 shares of United Parcel Service worth $541K as of Q1 2026.
  • Silver Oak Securities bought 126 United Parcel Service shares in Q1 2026, an estimated $13.5K.
  • United Parcel Service made up 0.04% of Silver Oak Securities's portfolio in Q1 2026, its #410 holding.
  • Silver Oak Securities first reported a position in United Parcel Service in Q1 2022 and has held it in 14 quarters since.
  • Silver Oak Securities's United Parcel Service position peaked at $634K in Q2 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.