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Ancora Advisors’s United Parcel Service UPS Stock Holding History

Ancora Advisors’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 		$3.24M Sell
32,946
-1,353
-4% -$145K 0.07% 219
2025
Q4 		$3.4M Sell
34,299
-223
-0.6% -$20.9K 0.07% 221
2025
Q3 		$2.88M Buy
34,522
+12,665
+58% +$1.15M 0.06% 240
2025
Q2 		$2.21M Buy
21,857
+7,313
+50% +$719K 0.05% 277
2025
Q1 		$1.6M Buy
14,544
+9,941
+216% +$1.19M 0.04% 309
2024
Q4 		$581K Buy
4,603
+118
+3% +$15.5K 0.01% 485
2024
Q3 		$612K Buy
4,485
+412
+10% +$54.1K 0.01% 470
2024
Q2 		$557K Sell
4,073
-420
-9% -$60.1K 0.01% 477
2024
Q1 		$668K Buy
4,493
+2,289
+104% +$348K 0.02% 463
2023
Q4 		$347K Sell
2,204
-518
-19% -$78.3K 0.01% 564
2023
Q3 		$424K Sell
2,722
-754
-22% -$130K 0.01% 510
2023
Q2 		$623K Buy
3,476
+31
+0.9% +$5.5K 0.02% 427
2023
Q1 		$668K Sell
3,445
-123
-3% -$22.6K 0.02% 412
2022
Q4 		$620K Buy
3,568
+14
+0.4% +$2.42K 0.02% 440
2022
Q3 		$574K Sell
3,554
-70
-2% -$13.3K 0.02% 476
2022
Q2 		$662K Sell
3,624
-56
-2% -$10.2K 0.02% 462
2022
Q1 		$789K Sell
3,680
-1,258
-25% -$267K 0.02% 437
2021
Q4 		$1.06M Sell
4,938
-762
-13% -$155K 0.03% 374
2021
Q3 		$1.04M Buy
5,700
+945
+20% +$187K 0.03% 378
2021
Q2 		$989K Sell
4,755
-1,022
-18% -$204K 0.03% 403
2021
Q1 		$982K Sell
5,777
-1,419
-20% -$230K 0.03% 388
2020
Q4 		$1.21M Sell
7,196
-1,270
-15% -$214K 0.04% 330
2020
Q3 		$1.41M Sell
8,466
-1,681
-17% -$245K 0.06% 275
2020
Q2 		$1.13M Sell
10,147
-1,411
-12% -$141K 0.05% 294
2020
Q1 		$1.08M Buy
11,558
+1,249
+12% +$129K 0.05% 306
2019
Q4 		$1.21M Sell
10,309
-570
-5% -$67.5K 0.04% 322
2019
Q3 		$1.3M Buy
10,879
+85
+0.8% +$9.72K 0.06% 284
2019
Q2 		$1.11M Sell
10,794
-55,402
-84% -$5.76M 0.05% 269
2019
Q1 		$7.4M Buy
66,196
+12,063
+22% +$1.28M 0.34% 103
2018
Q4 		$5.28M Sell
54,133
-2,558
-5% -$277K 0.25% 128
2018
Q3 		$6.62M Buy
56,691
+11,039
+24% +$1.3M 0.26% 132
2018
Q2 		$4.85M Buy
45,652
+4,767
+12% +$535K 0.21% 153
2018
Q1 		$4.28M Buy
40,885
+7,329
+22% +$847K 0.19% 166
2017
Q4 		$4M Buy
33,556
+1,852
+6% +$218K 0.21% 152
2017
Q3 		$3.81M Buy
31,704
+492
+2% +$55.9K 0.22% 143
2017
Q2 		$3.45M Buy
31,212
+524
+2% +$56K 0.22% 145
2017
Q1 		$3.29M Buy
30,688
+691
+2% +$75.5K 0.22% 140
2016
Q4 		$3.44M Buy
29,997
+6,981
+30% +$787K 0.25% 133
2016
Q3 		$2.52M Buy
23,016
+550
+2% +$60.1K 0.25% 114
2016
Q2 		$2.42M Buy
22,466
+200
+0.9% +$20.8K 0.28% 97
2016
Q1 		$2.35M Sell
22,266
-150
-0.7% -$14.6K 0.29% 94
2015
Q4 		$2.16M Buy
+22,416
New +$2.29M 0.28% 97

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ancora Advisors's UPS Position: Q1 2026 in Review

Ancora Advisors reduced its United Parcel Service (UPS) stake by 3.9% in Q1 2026, selling an estimated $145K and leaving 32,946 shares worth $3.24M. The position accounts for 0.07% of the portfolio, ranked #219.

Ancora Advisors first reported a position in UPS in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.4M in Q1 2019. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Ancora Advisors held 32,946 shares of United Parcel Service worth $3.24M as of Q1 2026.
  • Ancora Advisors sold 1,353 United Parcel Service shares in Q1 2026, an estimated $145K.
  • United Parcel Service made up 0.07% of Ancora Advisors's portfolio in Q1 2026, its #219 holding.
  • Ancora Advisors first reported a position in United Parcel Service in Q4 2015 and has held it in 42 quarters since.
  • Ancora Advisors's United Parcel Service position peaked at $7.4M in Q1 2019.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.