Advanced Asset Management Advisors’s United Parcel Service UPS Stock Holding History

Advanced Asset Management 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 Q2	$2.15M	Hold	20,000	–	–	0.57%	35
2026 Q1	$1.97M	Hold	20,000	–	–	0.54%	36
2025 Q4	$1.98M	Hold	20,000	–	–	0.54%	37
2025 Q3	$1.67M	Hold	20,000	–	–	0.45%	38
2025 Q2	$2.02M	Hold	20,000	–	–	0.55%	38
2025 Q1	$2.2M	Hold	20,000	–	–	0.6%	38
2024 Q4	$2.52M	Hold	20,000	–	–	0.66%	37
2024 Q3	$2.74M	Hold	20,000	–	–	0.73%	37
2024 Q2	$2.74M	Hold	20,000	–	–	0.73%	37
2024 Q1	$2.97M	Hold	20,000	–	–	0.73%	41
2023 Q4	$3.14M	Hold	20,000	–	–	0.75%	43
2023 Q3	$3.12M	Hold	20,000	–	–	0.75%	43
2023 Q2	$3.58M	Hold	20,000	–	–	0.83%	42
2023 Q1	$3.88M	Hold	20,000	–	–	0.95%	43
2022 Q4	$3.48M	Hold	20,000	–	–	0.87%	45
2022 Q3	$3.23M	Hold	20,000	–	–	0.88%	44
2022 Q2	$3.65M	Hold	20,000	–	–	0.94%	41
2022 Q1	$4.29M	Hold	20,000	–	–	0.94%	41
2021 Q4	$4.29M	Hold	20,000	–	–	0.89%	39
2021 Q3	$3.64M	Hold	20,000	–	–	0.78%	44
2021 Q2	$4.16M	Hold	20,000	–	–	0.88%	39
2021 Q1	$3.4M	Hold	20,000	–	–	0.76%	47
2020 Q4	$3.37M	Hold	20,000	–	–	0.79%	45
2020 Q3	$3.33M	Hold	20,000	–	–	0.89%	43
2020 Q2	$2.22M	Hold	20,000	–	–	0.65%	48
2020 Q1	$1.87M	Hold	20,000	–	–	0.65%	47
2019 Q4	$2.34M	Buy	+20,000	New	+$2.37M	0.71%	46

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advanced Asset Management Advisors's UPS Position: Q2 2026 in Review

Advanced Asset Management Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 20,000 shares worth $2.15M. The position accounts for 0.57% of the portfolio, ranked #35.

Advanced Asset Management Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.29M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Advanced Asset Management Advisors held 20,000 shares of United Parcel Service worth $2.15M as of Q2 2026.
Advanced Asset Management Advisors left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.57% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #35 holding.
Advanced Asset Management Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
Advanced Asset Management Advisors's United Parcel Service position peaked at $4.29M in Q1 2022.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.