Ameritas Advisory Services’s United Parcel Service UPS Stock Holding History

Ameritas Advisory Services’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	$6.33M	Sell	64,383 -564	-0.9%	-$60.5K	0.25%	96
2025 Q4	$6.44M	Buy	64,947 +56,788	+696%	+$5.31M	0.24%	96
2025 Q3	$682K	Buy	8,159 +3,177	+64%	+$288K	0.04%	319
2025 Q2	$503K	Sell	4,982 -2,670	-35%	-$263K	0.03%	504
2025 Q1	$896K	Sell	7,652 -50,813	-87%	-$6.08M	0.04%	430
2024 Q4	$7.37M	Buy	58,465 +50,530	+637%	+$6.65M	0.25%	77
2024 Q3	$1.08M	Sell	7,935 -52,196	-87%	-$6.85M	0.05%	363
2024 Q2	$8.23M	Sell	60,131 -1,304	-2%	-$187K	0.31%	65
2024 Q1	$9.12M	Buy	61,435 +51,724	+533%	+$7.86M	0.38%	56
2023 Q4	$1.49M	Sell	9,711 -52,503	-84%	-$7.94M	0.08%	216
2023 Q3	$9.69M	Buy	62,214 +56,859	+1,062%	+$9.81M	0.48%	44
2023 Q2	$963K	Sell	5,355 -53,357	-91%	-$9.47M	0.12%	183
2023 Q1	$11.5M	Sell	58,712 -1,013	-2%	-$186K	0.58%	34
2022 Q4	$10.4M	Buy	59,725 +642	+1%	+$111K	0.48%	41
2022 Q3	$9.54M	Sell	59,083 -23	-0%	-$4.36K	0.57%	36
2022 Q2	$10.8M	Buy	59,106 +123	+0.2%	+$22.4K	0.62%	28
2022 Q1	$12.7M	Buy	58,983 +503	+0.9%	+$107K	0.46%	42
2021 Q4	$12.5M	Buy	+58,480	New	+$11.9M	0.46%	46

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Advisory Services's UPS Position: Q1 2026 in Review

Ameritas Advisory Services reduced its United Parcel Service (UPS) stake by 0.87% in Q1 2026, selling an estimated $60.5K and leaving 64,383 shares worth $6.33M. The position accounts for 0.25% of the portfolio, ranked #96.

Ameritas Advisory Services first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.7M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Ameritas Advisory Services held 64,383 shares of United Parcel Service worth $6.33M as of Q1 2026.
Ameritas Advisory Services sold 564 United Parcel Service shares in Q1 2026, an estimated $60.5K.
United Parcel Service made up 0.25% of Ameritas Advisory Services's portfolio in Q1 2026, its #96 holding.
Ameritas Advisory Services first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's United Parcel Service position peaked at $12.7M in Q1 2022.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.