AG
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Advocate Group’s United Parcel Service UPS Stock Holding History

Advocate 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 		$7.04M Sell
65,490
-535
-0.8% -$55.6K 1.06% 43
2026
Q1 		$6.5M Sell
66,025
-18,956
-22% -$2.03M 1.02% 40
2025
Q4 		$8.43M Sell
84,981
-3,393
-4% -$317K 1.36% 30
2025
Q3 		$7.38M Buy
88,374
+3,449
+4% +$312K 1.21% 35
2025
Q2 		$8.57M Buy
84,925
+4,222
+5% +$415K 1.53% 21
2025
Q1 		$8.88M Buy
80,703
+6,103
+8% +$730K 1.62% 21
2024
Q4 		$9.41M Buy
74,600
+6,216
+9% +$818K 1.77% 13
2024
Q3 		$9.32M Buy
68,384
+2,608
+4% +$342K 1.69% 15
2024
Q2 		$9M Buy
65,776
+4,581
+7% +$656K 1.81% 12
2024
Q1 		$9.1M Buy
61,195
+7,456
+14% +$1.13M 1.81% 12
2023
Q4 		$8.45M Buy
53,739
+3,012
+6% +$455K 1.81% 11
2023
Q3 		$7.91M Buy
50,727
+1,361
+3% +$235K 1.83% 12
2023
Q2 		$8.85M Buy
49,366
+4,850
+11% +$861K 1.95% 12
2023
Q1 		$8.64M Buy
44,516
+4,449
+11% +$816K 1.89% 14
2022
Q4 		$6.97M Buy
40,067
+3,459
+9% +$599K 1.5% 25
2022
Q3 		$5.91M Buy
36,608
+2,935
+9% +$556K 1.46% 25
2022
Q2 		$6.15M Buy
+33,673
New +$6.14M 1.43% 27

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Advocate Group's UPS Position: Q2 2026 in Review

Advocate Group reduced its United Parcel Service (UPS) stake by 0.81% in Q2 2026, selling an estimated $55.6K and leaving 65,490 shares worth $7.04M. The position accounts for 1.06% of the portfolio, ranked #43.

Advocate Group first reported a position in UPS in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.41M in Q4 2024. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Advocate Group held 65,490 shares of United Parcel Service worth $7.04M as of Q2 2026.
  • Advocate Group sold 535 United Parcel Service shares in Q2 2026, an estimated $55.6K.
  • United Parcel Service made up 1.06% of Advocate Group's portfolio in Q2 2026, its #43 holding.
  • Advocate Group first reported a position in United Parcel Service in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's United Parcel Service position peaked at $9.41M in Q4 2024.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.