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Strategic Advocates’s United Parcel Service UPS Stock Holding History

Strategic Advocates’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 		– Sell
-97
Closed -$9.65K – 590
2025
Q4 		$9.65K Buy
97
+29
+43% +$2.71K ﹤0.01% 366
2025
Q3 		$5.69K Buy
+68
New +$6.16K ﹤0.01% 398
2023
Q4 		– Sell
-1,456
Closed -$227K – 157
2023
Q3 		$227K Buy
+1,456
New +$251K 0.11% 131

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

Strategic Advocates's UPS Position: Q1 2026 in Review

Strategic Advocates sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 97 shares — an estimated $9.65K sold.

Strategic Advocates first reported a position in UPS in Q3 2023 and held it in 3 quarters. The position peaked at $227K in Q3 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Strategic Advocates reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 97 United Parcel Service shares in Q1 2026, an estimated $9.65K.
  • Strategic Advocates first reported a position in United Parcel Service in Q3 2023 and held it in 3 quarters.
  • Strategic Advocates's United Parcel Service position peaked at $227K in Q3 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.