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Advisory Alpha’s United Parcel Service UPS Stock Holding History

Advisory Alpha’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 		$1.42M Buy
13,248
+765
+6% +$79.5K 0.03% 175
2026
Q1 		$1.23M Sell
12,483
-18,026
-59% -$1.93M 0.03% 171
2025
Q4 		$3.03M Sell
30,509
-3,605
-11% -$337K 0.08% 94
2025
Q3 		$2.92M Sell
34,114
-2,268
-6% -$205K 0.08% 95
2025
Q2 		$3.67M Buy
36,382
+2,238
+7% +$220K 0.11% 86
2025
Q1 		$3.76M Buy
34,144
+8,205
+32% +$981K 0.13% 79
2024
Q4 		$3.27M Sell
25,939
-621
-2% -$81.7K 0.12% 78
2024
Q3 		$3.62M Buy
26,560
+6,744
+34% +$885K 0.13% 72
2024
Q2 		$2.71M Buy
19,816
+31
+0.2% +$4.44K 0.11% 89
2024
Q1 		$2.94M Buy
19,785
+18,199
+1,147% +$2.77M 0.12% 93
2023
Q4 		$249K Buy
1,586
+264
+20% +$39.9K 0.01% 295
2023
Q3 		$206K Buy
1,322
+134
+11% +$23.1K 0.01% 286
2023
Q2 		$213K Buy
+1,188
New +$211K 0.01% 304
2022
Q2 		– Sell
-981
Closed -$210K – 275
2022
Q1 		$210K Buy
+981
New +$208K 0.01% 252
2020
Q4 		– Sell
-824
Closed -$144K – 613
2020
Q3 		$144K Buy
+824
New +$120K 0.03% 115

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

Advisory Alpha's UPS Position: Q2 2026 in Review

Advisory Alpha increased its United Parcel Service (UPS) stake by 6.1% in Q2 2026, buying an estimated $79.5K and bringing the position to 13,248 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #175.

Advisory Alpha first reported a position in UPS in Q3 2020 and has held it in 15 quarters since. The position peaked at $3.76M in Q1 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Advisory Alpha held 13,248 shares of United Parcel Service worth $1.42M as of Q2 2026.
  • Advisory Alpha bought 765 United Parcel Service shares in Q2 2026, an estimated $79.5K.
  • United Parcel Service made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #175 holding.
  • Advisory Alpha first reported a position in United Parcel Service in Q3 2020 and has held it in 15 quarters since.
  • Advisory Alpha's United Parcel Service position peaked at $3.76M in Q1 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.