AFG
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Allegheny Financial Group’s United Parcel Service UPS Stock Holding History

Allegheny Financial 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
Q1 		$228K Buy
2,322
+29
+1% +$3.11K 0.03% 260
2025
Q4 		$228K Buy
+2,293
New +$214K 0.03% 256
2025
Q3 		– Sell
-2,396
Closed -$242K – 268
2025
Q2 		$242K Buy
2,396
+5
+0.2% +$492 0.05% 213
2025
Q1 		$263K Sell
2,391
-18
-0.7% -$2.15K 0.07% 187
2024
Q4 		$304K Sell
2,409
-37
-2% -$4.87K 0.08% 179
2024
Q3 		$333K Buy
2,446
+25
+1% +$3.28K 0.08% 182
2024
Q2 		$331K Sell
2,421
-9
-0.4% -$1.29K 0.1% 165
2024
Q1 		$361K Buy
2,430
+2
+0.1% +$304 0.11% 144
2023
Q4 		$382K Buy
2,428
+2
+0.1% +$302 0.12% 140
2023
Q3 		$378K Buy
+2,426
New +$419K 0.14% 131

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return