Advocate Group
UPS icon

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
Q3 		$6.05M Sell
64,742
-748
-1% -$78.5K 0.94% 45
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Advocate Group's UPS Position: Q3 2026 in Review

Advocate Group reduced its United Parcel Service (UPS) stake by 1.1% in Q3 2026, selling an estimated $78.5K and leaving 64,742 shares worth $6.05M. The position accounts for 0.94% of the portfolio, ranked #45.

Advocate Group first reported a position in UPS in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.41M in Q4 2024. 901 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Advocate Group held 64,742 shares of United Parcel Service worth $6.05M as of Q3 2026.
  • Advocate Group sold 748 United Parcel Service shares in Q3 2026, an estimated $78.5K.
  • United Parcel Service made up 0.94% of Advocate Group's portfolio in Q3 2026, its #45 holding.
  • Advocate Group first reported a position in United Parcel Service in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's United Parcel Service position peaked at $9.41M in Q4 2024.
  • 901 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.