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

Alliance Wealth Advisors (Utah)’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 		$368K Buy
3,421
+636
+23% +$66.1K 0.07% 171
2026
Q1 		$274K Sell
2,785
-1,038
-27% -$111K 0.06% 204
2025
Q4 		$379K Sell
3,823
-1,280
-25% -$120K 0.08% 194
2025
Q3 		$426K Buy
5,103
+1,167
+30% +$106K 0.1% 191
2025
Q2 		$397K Sell
3,936
-86
-2% -$8.46K 0.1% 189
2025
Q1 		$442K Buy
4,022
+1,028
+34% +$123K 0.12% 170
2024
Q4 		$378K Sell
2,994
-116
-4% -$15.3K 0.1% 191
2024
Q3 		$424K Buy
3,110
+566
+22% +$74.3K 0.11% 166
2024
Q2 		$348K Sell
2,544
-149
-6% -$21.3K 0.1% 177
2024
Q1 		$400K Buy
2,693
+61
+2% +$9.27K 0.12% 168
2023
Q4 		$414K Sell
2,632
-282
-10% -$42.6K 0.14% 159
2023
Q3 		$454K Sell
2,914
-148
-5% -$25.5K 0.17% 132
2023
Q2 		$549K Buy
3,062
+57
+2% +$10.1K 0.2% 112
2023
Q1 		$583K Buy
3,005
+180
+6% +$33K 0.23% 102
2022
Q4 		$491K Buy
+2,825
New +$489K 0.22% 110

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 $3.37T AUM 44.26% 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

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

Alliance Wealth Advisors (Utah) increased its United Parcel Service (UPS) stake by 23% in Q2 2026, buying an estimated $66.1K and bringing the position to 3,421 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #171.

Alliance Wealth Advisors (Utah) first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $583K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 3,421 shares of United Parcel Service worth $368K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 636 United Parcel Service shares in Q2 2026, an estimated $66.1K.
  • United Parcel Service made up 0.07% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #171 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s United Parcel Service position peaked at $583K in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.