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Advantage Trust Company’s United Parcel Service UPS Stock Holding History

Advantage Trust Company’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 		$10.8K Buy
+100
New +$10.4K ﹤0.01% 172
2025
Q4 		– Sell
-100
Closed -$8.35K – 182
2025
Q3 		$8.35K Sell
100
-500
-83% -$45.3K ﹤0.01% 175
2025
Q2 		$60.6K Buy
600
+100
+20% +$9.84K 0.03% 115
2025
Q1 		$55K Hold
500
– – 0.03% 92
2024
Q4 		$63K Hold
500
– – 0.04% 88
2024
Q3 		$68.2K Buy
+500
New +$65.6K 0.05% 86

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

Advantage Trust Company's UPS Position: Q2 2026 in Review

Advantage Trust Company opened a new position in United Parcel Service (UPS) in Q2 2026: 100 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #172 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in UPS as recently as Q3 2025.

Advantage Trust Company first reported a position in UPS in Q3 2024 and has held it in 6 quarters since. The position peaked at $68.2K in Q3 2024. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Advantage Trust Company held 100 shares of United Parcel Service worth $10.8K as of Q2 2026.
  • United Parcel Service was a new Advantage Trust Company position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Advantage Trust Company's portfolio in Q2 2026, its #172 holding.
  • Advantage Trust Company first reported a position in United Parcel Service in Q3 2024 and has held it in 6 quarters since.
  • Advantage Trust Company's United Parcel Service position peaked at $68.2K in Q3 2024.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.