Arax Advisory Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Sell |
15,942
-22,331
| -58% | -$2.39M | 0.04% | 328 |
|
|
2025
Q4 | $3.8M | Sell |
38,273
-56,797
| -60% | -$5.31M | 0.11% | 150 |
|
|
2025
Q3 | $7.94M | Buy |
95,070
+82,262
| +642% | +$7.45M | 0.11% | 139 |
|
|
2025
Q2 | $1.47M | Buy |
12,808
+831
| +7% | +$81.8K | 0.07% | 186 |
|
|
2025
Q1 | $1.32M | Sell |
11,977
-7,647
| -39% | -$914K | 0.08% | 148 |
|
|
2024
Q4 | $2.47M | Buy |
19,624
+16,297
| +490% | +$2.14M | 0.16% | 97 |
|
|
2024
Q3 | $454K | Sell |
3,327
-67
| -2% | -$8.8K | 0.04% | 222 |
|
|
2024
Q2 | $464K | Buy |
3,394
+1,917
| +130% | +$274K | 0.05% | 210 |
|
|
2024
Q1 | $220K | Buy |
1,477
+16
| +1% | +$2.43K | 0.02% | 283 |
|
|
2023
Q4 | $230K | Buy |
1,461
+112
| +8% | +$16.9K | 0.03% | 273 |
|
|
2023
Q3 | $210K | Sell |
1,349
-23
| -2% | -$3.97K | 0.03% | 251 |
|
|
2023
Q2 | $246K | Sell |
1,372
-468
| -25% | -$83.1K | 0.03% | 213 |
|
|
2023
Q1 | $357K | Sell |
1,840
-94
| -5% | -$17.2K | 0.05% | 160 |
|
|
2022
Q4 | $336K | Sell |
1,934
-143
| -7% | -$24.8K | 0.05% | 161 |
|
|
2022
Q3 | $335K | Sell |
2,077
-528
| -20% | -$100K | 0.05% | 146 |
|
|
2022
Q2 | $475K | Buy |
2,605
+78
| +3% | +$14.2K | 0.07% | 98 |
|
|
2022
Q1 | $542K | Buy |
2,527
+104
| +4% | +$22.1K | 0.07% | 100 |
|
|
2021
Q4 | $519K | Buy |
2,423
+447
| +23% | +$90.9K | 0.07% | 106 |
|
|
2021
Q3 | $360K | Buy |
1,976
+120
| +6% | +$23.7K | 0.05% | 139 |
|
|
2021
Q2 | $386K | Buy |
+1,856
| New | +$371K | 0.05% | 128 |
|
|
2020
Q4 | $199K | Buy |
1,183
+26
| +2% | +$4.39K | 0.03% | 204 |
|
|
2020
Q3 | $193K | Buy |
1,157
+68
| +6% | +$9.9K | 0.03% | 198 |
|
|
2020
Q2 | $121K | Hold |
1,089
| – | – | 0.02% | 236 |
|
|
2020
Q1 | $102K | Sell |
1,089
-150
| -12% | -$15.5K | 0.02% | 227 |
|
|
2019
Q4 | $145K | Hold |
1,239
| – | – | 0.04% | 203 |
|
|
2019
Q3 | $148K | Hold |
1,239
| – | – | 0.04% | 191 |
|
|
2019
Q2 | $128K | Buy |
+1,239
| New | +$129K | 0.04% | 198 |
|
|
2018
Q4 | $65K | Sell |
665
-100
| -13% | -$10.8K | 0.03% | 239 |
|
|
2018
Q3 | $89K | Sell |
765
-147
| -16% | -$17.3K | 0.04% | 212 |
|
|
2018
Q2 | $96K | Buy |
912
+28
| +3% | +$3.15K | 0.04% | 159 |
|
|
2018
Q1 | $92K | Sell |
884
-49
| -5% | -$5.66K | 0.05% | 146 |
|
|
2017
Q4 | $111K | Buy |
933
+1
| +0.1% | +$118 | 0.05% | 143 |
|
|
2017
Q3 | $112K | Sell |
932
-53
| -5% | -$6.03K | 0.05% | 139 |
|
|
2017
Q2 | $109K | Sell |
985
-4
| -0.4% | -$428 | 0.05% | 148 |
|
|
2017
Q1 | $106K | Sell |
989
-98
| -9% | -$10.7K | 0.05% | 126 |
|
|
2016
Q4 | $125K | Buy |
+1,087
| New | +$122K | 0.06% | 97 |
|
Other funds holding UPS
VCM
VPM
Arax Advisory Partners's UPS Position: Q1 2026 in Review
Arax Advisory Partners reduced its United Parcel Service (UPS) stake by 58% in Q1 2026, selling an estimated $2.39M and leaving 15,942 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #328.
Arax Advisory Partners first reported a position in UPS in Q4 2016 and has held it in 36 quarters since. The position peaked at $7.94M in Q3 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Arax Advisory Partners held 15,942 shares of United Parcel Service worth $1.57M as of Q1 2026.
- Arax Advisory Partners sold 22,331 United Parcel Service shares in Q1 2026, an estimated $2.39M.
- United Parcel Service made up 0.04% of Arax Advisory Partners's portfolio in Q1 2026, its #328 holding.
- Arax Advisory Partners first reported a position in United Parcel Service in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's United Parcel Service position peaked at $7.94M in Q3 2025.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.