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 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 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

Advisory Alpha's UPS Position: Q1 2026 in Review

Advisory Alpha reduced its United Parcel Service (UPS) stake by 59% in Q1 2026, selling an estimated $1.93M and leaving 12,483 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #171.

Advisory Alpha first reported a position in UPS in Q3 2020 and has held it in 14 quarters since. The position peaked at $3.76M in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Advisory Alpha held 12,483 shares of United Parcel Service worth $1.23M as of Q1 2026.
Advisory Alpha sold 18,026 United Parcel Service shares in Q1 2026, an estimated $1.93M.
United Parcel Service made up 0.03% of Advisory Alpha's portfolio in Q1 2026, its #171 holding.
Advisory Alpha first reported a position in United Parcel Service in Q3 2020 and has held it in 14 quarters since.
Advisory Alpha's United Parcel Service position peaked at $3.76M in Q1 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.