Voya Financial Advisors’s United Parcel Service UPS Stock Holding History

Voya Financial 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	$1.02M	Buy	10,760 +587	+6%	+$63K	0.1%	89
2025 Q4	$1.01M	Sell	10,173 -1,181	-10%	-$110K	0.1%	98
2025 Q3	$959K	Sell	11,354 -520	-4%	-$47.1K	0.09%	102
2025 Q2	$1.2M	Buy	11,874 +2,549	+27%	+$251K	0.12%	88
2025 Q1	$1.02M	Buy	9,325 +304	+3%	+$36.4K	0.11%	92
2024 Q4	$1.13M	Buy	9,021 +17	+0.2%	+$2.24K	0.12%	79
2024 Q3	$1.21M	Buy	9,004 +45	+0.5%	+$5.91K	0.13%	76
2024 Q2	$1.22M	Buy	8,959 +277	+3%	+$39.7K	0.14%	69
2024 Q1	$1.28M	Buy	8,682 +339	+4%	+$51.5K	0.15%	62
2023 Q4	$1.31M	Sell	8,343 -82	-1%	-$12.4K	0.16%	58
2023 Q3	$1.31M	Buy	8,425 +228	+3%	+$39.4K	0.16%	50
2023 Q2	$1.44M	Buy	8,197 +43	+0.5%	+$7.63K	0.17%	50
2023 Q1	$1.56M	Sell	8,154 -521	-6%	-$95.6K	0.19%	43
2022 Q4	$1.52M	Sell	8,675 -1,027	-11%	-$178K	0.2%	43
2022 Q3	$1.6M	Sell	9,702 -137	-1%	-$25.9K	0.21%	47
2022 Q2	$1.78M	Buy	9,839 +1,262	+15%	+$230K	0.22%	41
2022 Q1	$1.89M	Buy	8,577 +2,336	+37%	+$496K	0.22%	47
2021 Q4	$1.33M	Buy	6,241 +60	+1%	+$12.2K	0.15%	73
2021 Q3	$1.14M	Sell	6,181 -549	-8%	-$108K	0.14%	78
2021 Q2	$1.4M	Sell	6,730 -33,730	-83%	-$6.75M	0.18%	53
2021 Q1	$6.82M	Buy	40,460 +3,169	+8%	+$513K	0.27%	60
2020 Q4	$6.2M	Sell	37,291 -4,510	-11%	-$761K	0.27%	56
2020 Q3	$7.04M	Sell	41,801 -1,307	-3%	-$190K	0.35%	48
2020 Q2	$4.72M	Buy	43,108 +2,003	+5%	+$200K	0.25%	68
2020 Q1	$4.02M	Buy	41,105 +2,941	+8%	+$305K	0.22%	76
2019 Q4	$4.44M	Sell	38,164 -3,599	-9%	-$426K	0.22%	83
2019 Q3	$4.97M	Buy	41,763 +347	+0.8%	+$39.7K	0.27%	74
2019 Q2	$4.21M	Buy	41,416 +3,448	+9%	+$359K	0.23%	83
2019 Q1	$4.19M	Buy	37,968 +4,894	+15%	+$519K	0.24%	86
2018 Q4	$3.19M	Buy	33,074 +6,652	+25%	+$721K	0.21%	100
2018 Q3	$3.08M	Buy	26,422 +836	+3%	+$98.4K	0.18%	107
2018 Q2	$2.71M	Sell	25,586 -2,234	-8%	-$251K	0.18%	116
2018 Q1	$2.86M	Buy	27,820 +192	+0.7%	+$22.2K	0.19%	115
2017 Q4	$3.29M	Sell	27,628 -2,270	-8%	-$267K	0.21%	104
2017 Q3	$3.58M	Buy	29,898 +1,575	+6%	+$179K	0.24%	91
2017 Q2	$3.11M	Buy	28,323 +2,353	+9%	+$252K	0.22%	101
2017 Q1	$2.75M	Buy	25,970 +383	+1%	+$41.8K	0.21%	97
2016 Q4	$2.94M	Buy	25,587 +5,034	+24%	+$567K	0.26%	78
2016 Q3	$2.22M	Buy	20,553 +7,156	+53%	+$782K	0.23%	87
2016 Q2	$1.43M	Buy	13,397 +4,944	+58%	+$515K	0.17%	111
2016 Q1	$894K	Buy	8,453 +1,445	+21%	+$140K	0.12%	137
2015 Q4	$680K	Buy	7,008 +1,463	+26%	+$149K	0.1%	155
2015 Q3	$544K	Buy	5,545 +562	+11%	+$55.5K	0.1%	161
2015 Q2	$485K	Sell	4,983 -461	-8%	-$45.8K	0.09%	167
2015 Q1	$530K	Buy	+5,444	New	+$559K	0.1%	167

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Voya Financial Advisors's UPS Position: Q1 2026 in Review

Voya Financial Advisors increased its United Parcel Service (UPS) stake by 5.8% in Q1 2026, buying an estimated $63K and bringing the position to 10,760 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #89.

Voya Financial Advisors first reported a position in UPS in Q1 2015 and has held it in 45 quarters since. The position peaked at $7.04M in Q3 2020. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Voya Financial Advisors held 10,760 shares of United Parcel Service worth $1.02M as of Q1 2026.
Voya Financial Advisors bought 587 United Parcel Service shares in Q1 2026, an estimated $63K.
United Parcel Service made up 0.1% of Voya Financial Advisors's portfolio in Q1 2026, its #89 holding.
Voya Financial Advisors first reported a position in United Parcel Service in Q1 2015 and has held it in 45 quarters since.
Voya Financial Advisors's United Parcel Service position peaked at $7.04M in Q3 2020.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Voya Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.