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Sylvest Advisors’s United Parcel Service UPS Stock Holding History

Sylvest Advisors’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 		$463K Buy
4,706
+416
+10% +$44.6K 0.25% 56
2025
Q4 		$426K Sell
4,290
-1,009
-19% -$94.4K 0.23% 57
2025
Q3 		$443K Sell
5,299
-313
-6% -$28.4K 0.24% 62
2025
Q2 		$566K Buy
5,612
+322
+6% +$31.7K 0.33% 44
2025
Q1 		$582K Buy
5,290
+1,563
+42% +$187K 0.36% 39
2024
Q4 		$470K Buy
+3,727
New +$491K 0.29% 53

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

Sylvest Advisors's UPS Position: Q1 2026 in Review

Sylvest Advisors increased its United Parcel Service (UPS) stake by 9.7% in Q1 2026, buying an estimated $44.6K and bringing the position to 4,706 shares worth $463K. The position accounts for 0.25% of the portfolio, ranked #56.

Sylvest Advisors first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $582K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Sylvest Advisors held 4,706 shares of United Parcel Service worth $463K as of Q1 2026.
  • Sylvest Advisors bought 416 United Parcel Service shares in Q1 2026, an estimated $44.6K.
  • United Parcel Service made up 0.25% of Sylvest Advisors's portfolio in Q1 2026, its #56 holding.
  • Sylvest Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Sylvest Advisors's United Parcel Service position peaked at $582K in Q1 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.