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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
Q2 		$232K Sell
2,161
-161
-7% -$16.7K 0.02% 271
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 $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 $3.38T AUM 44.17% 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

Allegheny Financial Group's UPS Position: Q2 2026 in Review

Allegheny Financial Group reduced its United Parcel Service (UPS) stake by 6.9% in Q2 2026, selling an estimated $16.7K and leaving 2,161 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #271.

Allegheny Financial Group first reported a position in UPS in Q3 2023 and has held it in 11 quarters since. The position peaked at $382K in Q4 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Allegheny Financial Group held 2,161 shares of United Parcel Service worth $232K as of Q2 2026.
  • Allegheny Financial Group sold 161 United Parcel Service shares in Q2 2026, an estimated $16.7K.
  • United Parcel Service made up 0.02% of Allegheny Financial Group's portfolio in Q2 2026, its #271 holding.
  • Allegheny Financial Group first reported a position in United Parcel Service in Q3 2023 and has held it in 11 quarters since.
  • Allegheny Financial Group's United Parcel Service position peaked at $382K in Q4 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.