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Vident Advisory’s United Parcel Service UPS Stock Holding History

Vident Advisory’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 		$4.83M Buy
49,131
+10,637
+28% +$1.14M 0.04% 366
2025
Q4 		$3.82M Buy
38,494
+5,306
+16% +$496K 0.03% 398
2025
Q3 		$2.77M Buy
33,188
+4,169
+14% +$378K 0.03% 459
2025
Q2 		$2.93M Buy
29,019
+2,877
+11% +$283K 0.03% 402
2025
Q1 		$2.88M Buy
26,142
+6,296
+32% +$753K 0.04% 365
2024
Q4 		$2.5M Sell
19,846
-5,378
-21% -$708K 0.04% 361
2024
Q3 		$3.44M Buy
25,224
+12,625
+100% +$1.66M 0.09% 243
2024
Q2 		$1.72M Buy
12,599
+6,004
+91% +$860K 0.05% 419
2024
Q1 		$980K Sell
6,595
-7,179
-52% -$1.09M 0.02% 578
2023
Q4 		$2.17M Sell
13,774
-2,584
-16% -$391K 0.05% 361
2023
Q3 		$2.55M Buy
+16,358
New +$2.82M 0.08% 272

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

Vident Advisory's UPS Position: Q1 2026 in Review

Vident Advisory increased its United Parcel Service (UPS) stake by 28% in Q1 2026, buying an estimated $1.14M and bringing the position to 49,131 shares worth $4.83M. The position accounts for 0.04% of the portfolio, ranked #366.

Vident Advisory first reported a position in UPS in Q3 2023 and has held it in 11 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Vident Advisory held 49,131 shares of United Parcel Service worth $4.83M as of Q1 2026.
  • Vident Advisory bought 10,637 United Parcel Service shares in Q1 2026, an estimated $1.14M.
  • United Parcel Service made up 0.04% of Vident Advisory's portfolio in Q1 2026, its #366 holding.
  • Vident Advisory first reported a position in United Parcel Service in Q3 2023 and has held it in 11 quarters since.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.