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Spurstone Advisory Services’s United Parcel Service UPS Stock Holding History

Spurstone Advisory Services’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 		$363K Sell
3,692
-50
-1% -$5.36K 6.22% 7
2025
Q4 		$371K Buy
3,742
+100
+3% +$9.35K 5.84% 6
2025
Q3 		$304K Hold
3,642
– – 4.36% 7
2025
Q2 		$368K Hold
3,642
– – 5.57% 5
2025
Q1 		$401K Buy
3,642
+2,189
+151% +$262K 7.79% 3
2024
Q4 		$183K Buy
+1,453
New +$191K 3.49% 9

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

Spurstone Advisory Services's UPS Position: Q1 2026 in Review

Spurstone Advisory Services reduced its United Parcel Service (UPS) stake by 1.3% in Q1 2026, selling an estimated $5.36K and leaving 3,692 shares worth $363K. The position accounts for 6.22% of the portfolio, ranked #7.

Spurstone Advisory Services first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $401K in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Spurstone Advisory Services held 3,692 shares of United Parcel Service worth $363K as of Q1 2026.
  • Spurstone Advisory Services sold 50 United Parcel Service shares in Q1 2026, an estimated $5.36K.
  • United Parcel Service made up 6.22% of Spurstone Advisory Services's portfolio in Q1 2026, its #7 holding.
  • Spurstone Advisory Services first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Spurstone Advisory Services's United Parcel Service position peaked at $401K in Q1 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.