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Accordant Advisory Group’s United Parcel Service UPS Stock Holding History

Accordant Advisory Group’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
Q2 		$1.29K Sell
12
-21
-64% -$2.18K ﹤0.01% 206
2026
Q1 		$3.25K Sell
33
-14,472
-100% -$1.55M ﹤0.01% 194
2025
Q4 		$1.44M Sell
14,505
-777
-5% -$72.7K 0.99% 24
2025
Q3 		$1.28M Buy
15,282
+445
+3% +$40.3K 0.87% 32
2025
Q2 		$1.5M Buy
14,837
+709
+5% +$69.8K 1.12% 27
2025
Q1 		$1.55M Sell
14,128
-335
-2% -$40.1K 1.52% 19
2024
Q4 		$1.82M Buy
14,463
+942
+7% +$124K 1.76% 19
2024
Q3 		$1.84M Buy
13,521
+4,045
+43% +$531K 1.47% 22
2024
Q2 		$1.3M Buy
9,476
+335
+4% +$48K 1.23% 30
2024
Q1 		$1.36M Buy
+9,141
New +$1.39M 1.02% 32

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accordant Advisory Group's UPS Position: Q2 2026 in Review

Accordant Advisory Group reduced its United Parcel Service (UPS) stake by 64% in Q2 2026, selling an estimated $2.18K and leaving 12 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Accordant Advisory Group first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q3 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Accordant Advisory Group held 12 shares of United Parcel Service worth $1.29K as of Q2 2026.
  • Accordant Advisory Group sold 21 United Parcel Service shares in Q2 2026, an estimated $2.18K.
  • United Parcel Service made up ﹤0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #206 holding.
  • Accordant Advisory Group first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • Accordant Advisory Group's United Parcel Service position peaked at $1.84M in Q3 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.