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 Q2	$6.99M	Buy	65,069 +686	+1%	+$71.3K	0.14%	144
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Advisory Services's UPS Position: Q2 2026 in Review

Ameritas Advisory Services increased its United Parcel Service (UPS) stake by 1.1% in Q2 2026, buying an estimated $71.3K and bringing the position to 65,069 shares worth $6.99M. The position accounts for 0.14% of the portfolio, ranked #144.

Ameritas Advisory Services first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Ameritas Advisory Services held 65,069 shares of United Parcel Service worth $6.99M as of Q2 2026.
Ameritas Advisory Services bought 686 United Parcel Service shares in Q2 2026, an estimated $71.3K.
United Parcel Service made up 0.14% of Ameritas Advisory Services's portfolio in Q2 2026, its #144 holding.
Ameritas Advisory Services first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's United Parcel Service position peaked at $12.7M in Q1 2022.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.