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 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 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

Accordant Advisory Group's UPS Position: Q1 2026 in Review

Accordant Advisory Group reduced its United Parcel Service (UPS) stake by 100% in Q1 2026, selling an estimated $1.55M and leaving 33 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Accordant Advisory Group first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q3 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Accordant Advisory Group held 33 shares of United Parcel Service worth $3.25K as of Q1 2026.
Accordant Advisory Group sold 14,472 United Parcel Service shares in Q1 2026, an estimated $1.55M.
United Parcel Service made up ﹤0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #194 holding.
Accordant Advisory Group first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
Accordant Advisory Group's United Parcel Service position peaked at $1.84M in Q3 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.