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Alliance Wealth Advisors (Pennsylvania)’s United Parcel Service UPS Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$254K Sell
2,367
-27
-1% -$2.81K 0.08% 149
2026
Q1 		$236K Buy
2,394
+46
+2% +$4.93K 0.1% 146
2025
Q4 		$233K Sell
2,348
-191
-8% -$17.9K 0.1% 146
2025
Q3 		$212K Buy
2,539
+157
+7% +$14.2K 0.1% 148
2025
Q2 		$240K Buy
2,382
+87
+4% +$8.56K 0.12% 134
2025
Q1 		$252K Sell
2,295
-264
-10% -$31.6K 0.14% 124
2024
Q4 		$323K Buy
2,559
+94
+4% +$12.4K 0.18% 106
2024
Q3 		$336K Buy
2,465
+31
+1% +$4.07K 0.19% 102
2024
Q2 		$333K Sell
2,434
-121
-5% -$17.3K 0.21% 94
2024
Q1 		$380K Sell
2,555
-103
-4% -$15.7K 0.24% 83
2023
Q4 		$418K Sell
2,658
-128
-5% -$19.4K 0.28% 73
2023
Q3 		$434K Hold
2,786
– – 0.31% 62
2023
Q2 		$499K Hold
2,786
– – 0.36% 58
2023
Q1 		$540K Sell
2,786
-89
-3% -$16.3K 0.41% 53
2022
Q4 		$500K Buy
2,875
+48
+2% +$8.31K 0.42% 52
2022
Q3 		$457K Sell
2,827
-63
-2% -$11.9K 0.43% 53
2022
Q2 		$528K Buy
2,890
+14
+0.5% +$2.55K 0.46% 49
2022
Q1 		$617K Buy
2,876
+90
+3% +$19.1K 0.51% 46
2021
Q4 		$597K Buy
2,786
+19
+0.7% +$3.86K 0.49% 52
2021
Q3 		$504K Sell
2,767
-42
-1% -$8.29K 0.45% 57
2021
Q2 		$584K Sell
2,809
-24
-0.8% -$4.8K 0.53% 50
2021
Q1 		$482K Buy
2,833
+571
+25% +$92.4K 0.48% 54
2020
Q4 		$381K Buy
+2,262
New +$382K 0.4% 63

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

Alliance Wealth Advisors (Pennsylvania)'s UPS Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its United Parcel Service (UPS) stake by 1.1% in Q2 2026, selling an estimated $2.81K and leaving 2,367 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #149.

Alliance Wealth Advisors (Pennsylvania) first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $617K in Q1 2022. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 2,367 shares of United Parcel Service worth $254K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 27 United Parcel Service shares in Q2 2026, an estimated $2.81K.
  • United Parcel Service made up 0.08% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #149 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s United Parcel Service position peaked at $617K in Q1 2022.
  • 926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.