World Investment Advisors’s United Parcel Service UPS Stock Holding History

World Investment 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	$15.4M	Sell	156,906 -127	-0.1%	-$13.6K	0.25%	81
2025 Q4	$15.6M	Buy	157,033 +78,456	+100%	+$7.34M	0.25%	82
2025 Q3	$6.56M	Buy	78,577 +56,772	+260%	+$5.14M	0.13%	174
2025 Q2	$2.2M	Buy	21,805 +1,987	+10%	+$195K	0.05%	359
2025 Q1	$2.18M	Buy	19,818 +202	+1%	+$24.2K	0.06%	335
2024 Q4	$2.47M	Buy	19,616 +1,941	+11%	+$255K	0.07%	296
2024 Q3	$2.41M	Buy	17,675 +7,836	+80%	+$1.03M	0.08%	269
2024 Q2	$1.35M	Buy	9,839 +3,177	+48%	+$455K	0.08%	217
2024 Q1	$990K	Sell	6,662 -215	-3%	-$32.7K	0.14%	138
2023 Q4	$1.08M	Buy	+6,877	New	+$1.04M	0.14%	136

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

World Investment Advisors's UPS Position: Q1 2026 in Review

World Investment Advisors reduced its United Parcel Service (UPS) stake by 0.08% in Q1 2026, selling an estimated $13.6K and leaving 156,906 shares worth $15.4M. The position accounts for 0.25% of the portfolio, ranked #81.

World Investment Advisors first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.6M in Q4 2025. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

World Investment Advisors held 156,906 shares of United Parcel Service worth $15.4M as of Q1 2026.
World Investment Advisors sold 127 United Parcel Service shares in Q1 2026, an estimated $13.6K.
United Parcel Service made up 0.25% of World Investment Advisors's portfolio in Q1 2026, its #81 holding.
World Investment Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
World Investment Advisors's United Parcel Service position peaked at $15.6M in Q4 2025.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.