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Smartleaf Asset Management’s United Parcel Service UPS Stock Holding History

Smartleaf Asset Management’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 		$771K Buy
8,118
+520
+7% +$55.8K 0.03% 453
2025
Q4 		$757K Buy
7,598
+1,823
+32% +$171K 0.03% 435
2025
Q3 		$488K Buy
5,775
+1,878
+48% +$170K 0.03% 488
2025
Q2 		$394K Sell
3,897
-2,257
-37% -$222K 0.03% 423
2025
Q1 		$675K Buy
6,154
+139
+2% +$16.6K 0.07% 297
2024
Q4 		$754K Buy
6,015
+1,441
+32% +$190K 0.08% 265
2024
Q3 		$614K Sell
4,574
-277
-6% -$36.4K 0.07% 270
2024
Q2 		$659K Buy
4,851
+527
+12% +$75.5K 0.11% 215
2024
Q1 		$637K Buy
4,324
+619
+17% +$94.1K 0.12% 189
2023
Q4 		$580K Buy
+3,705
New +$560K 0.16% 144

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

Smartleaf Asset Management's UPS Position: Q1 2026 in Review

Smartleaf Asset Management increased its United Parcel Service (UPS) stake by 6.8% in Q1 2026, buying an estimated $55.8K and bringing the position to 8,118 shares worth $771K. The position accounts for 0.03% of the portfolio, ranked #453.

Smartleaf Asset Management first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Smartleaf Asset Management held 8,118 shares of United Parcel Service worth $771K as of Q1 2026.
  • Smartleaf Asset Management bought 520 United Parcel Service shares in Q1 2026, an estimated $55.8K.
  • United Parcel Service made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #453 holding.
  • Smartleaf Asset Management first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.