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Advisors Management Group’s United Parcel Service UPS Stock Holding History

Advisors Management 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 		$736K Sell
6,850
-120
-2% -$12.5K 0.12% 92
2026
Q1 		$685K Sell
6,970
-1,923
-22% -$206K 0.12% 96
2025
Q4 		$882K Buy
8,893
+1,150
+15% +$108K 0.16% 85
2025
Q3 		$647K Buy
7,743
+1,456
+23% +$132K 0.11% 100
2025
Q2 		$635K Buy
6,287
+1,494
+31% +$147K 0.12% 96
2025
Q1 		$527K Buy
4,793
+2
+0% +$239 0.11% 98
2024
Q4 		$604K Sell
4,791
-40
-0.8% -$5.26K 0.14% 98
2024
Q3 		$659K Sell
4,831
-1
-0% -$131 0.16% 90
2024
Q2 		$661K Buy
4,832
+72
+2% +$10.3K 0.17% 90
2024
Q1 		$707K Sell
4,760
-92
-2% -$14K 0.18% 88
2023
Q4 		$763K Buy
4,852
+3
+0.1% +$454 0.21% 84
2023
Q3 		$756K Sell
4,849
-14
-0.3% -$2.42K 0.23% 81
2023
Q2 		$872K Sell
4,863
-44
-0.9% -$7.81K 0.26% 75
2023
Q1 		$952K Sell
4,907
-48
-1% -$8.8K 0.3% 70
2022
Q4 		$861K Buy
4,955
+12
+0.2% +$2.08K 0.33% 64
2022
Q3 		$799K Buy
4,943
+1
+0% +$189 0.32% 67
2022
Q2 		$902K Buy
4,942
+2,775
+128% +$506K 0.32% 67
2022
Q1 		$465K Buy
2,167
+2
+0.1% +$425 0.16% 81
2021
Q4 		$464K Buy
2,165
+1
+0% +$203 0.14% 84
2021
Q3 		$394K Buy
2,164
+61
+3% +$12K 0.12% 90
2021
Q2 		$437K Sell
2,103
-116
-5% -$23.2K 0.13% 87
2021
Q1 		$377K Buy
2,219
+59
+3% +$9.54K 0.12% 89
2020
Q4 		$364K Sell
2,160
-35
-2% -$5.91K 0.15% 74
2020
Q3 		$366K Sell
2,195
-18
-0.8% -$2.62K 0.15% 70
2020
Q2 		$246K Buy
2,213
+66
+3% +$6.59K 0.11% 82
2020
Q1 		$201K Buy
+2,147
New +$222K 0.1% 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

Advisors Management Group's UPS Position: Q2 2026 in Review

Advisors Management Group reduced its United Parcel Service (UPS) stake by 1.7% in Q2 2026, selling an estimated $12.5K and leaving 6,850 shares worth $736K. The position accounts for 0.12% of the portfolio, ranked #92.

Advisors Management Group first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $952K in Q1 2023. 2,137 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Advisors Management Group held 6,850 shares of United Parcel Service worth $736K as of Q2 2026.
  • Advisors Management Group sold 120 United Parcel Service shares in Q2 2026, an estimated $12.5K.
  • United Parcel Service made up 0.12% of Advisors Management Group's portfolio in Q2 2026, its #92 holding.
  • Advisors Management Group first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • Advisors Management Group's United Parcel Service position peaked at $952K in Q1 2023.
  • 2,137 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.