AWA
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Arete Wealth Advisors’s United Parcel Service UPS Stock Holding History

Arete Wealth 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 		$1.67M Sell
16,998
-1,001
-6% -$107K 0.13% 170
2025
Q4 		$1.78M Buy
17,999
+3,314
+23% +$310K 0.11% 192
2025
Q3 		$1.23M Sell
14,685
-1,001
-6% -$90.7K 0.08% 243
2025
Q2 		$1.58M Sell
15,686
-5,946
-27% -$585K 0.11% 187
2025
Q1 		$2.38M Buy
21,632
+6,128
+40% +$733K 0.18% 118
2024
Q4 		$1.95M Sell
15,504
-3,564
-19% -$469K 0.14% 145
2024
Q3 		$2.59M Buy
19,068
+7,786
+69% +$1.02M 0.22% 100
2024
Q2 		$1.54M Sell
11,282
-4,850
-30% -$694K 0.13% 167
2024
Q1 		$2.4M Buy
16,132
+537
+3% +$81.6K 0.22% 108
2023
Q4 		$2.45M Sell
15,595
-2,646
-15% -$400K 0.19% 116
2023
Q3 		$2.84M Buy
18,241
+2,660
+17% +$459K 0.49% 43
2023
Q2 		$2.79M Sell
15,581
-579
-4% -$103K 0.25% 90
2023
Q1 		$3.13M Buy
16,160
+1,781
+12% +$327K 0.26% 82
2022
Q4 		$2.5B Buy
14,379
+2,675
+23% +$463K 0.22% 94
2022
Q3 		$1.89M Sell
11,704
-25,271
-68% -$4.78M 0.19% 110
2022
Q2 		$15K Buy
36,975
+34,298
+1,281% +$6.26M ﹤0.01% 451
2022
Q1 		$574K Sell
2,677
-97
-3% -$20.6K 0.05% 260
2021
Q4 		$598K Buy
2,774
+205
+8% +$41.7K 0.05% 256
2021
Q3 		$467K Sell
2,569
-103
-4% -$20.3K 0.05% 267
2021
Q2 		$483K Sell
2,672
-155
-5% -$31K 0.07% 213
2021
Q1 		$483K Buy
2,827
+7
+0.2% +$1.13K 0.06% 245
2020
Q4 		$466K Sell
2,820
-203
-7% -$34.3K 0.07% 243
2020
Q3 		$507K Sell
3,023
-222
-7% -$32.3K 0.08% 212
2020
Q2 		$361K Buy
3,245
+127
+4% +$12.7K 0.06% 263
2020
Q1 		$288K Buy
3,118
+144
+5% +$14.9K 0.06% 246
2019
Q4 		$346K Buy
2,974
+9
+0.3% +$1.06K 0.06% 279
2019
Q3 		$352K Buy
2,965
+310
+12% +$35.4K 0.07% 270
2019
Q2 		$277K Buy
+2,655
New +$276K 0.05% 311
2018
Q1 		– Sell
-1,929
Closed -$230K – 347
2017
Q4 		$230K Sell
1,929
-3
-0.2% -$353 0.07% 277
2017
Q3 		$232K Buy
+1,932
New +$220K 0.09% 230

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

Arete Wealth Advisors's UPS Position: Q1 2026 in Review

Arete Wealth Advisors reduced its United Parcel Service (UPS) stake by 5.6% in Q1 2026, selling an estimated $107K and leaving 16,998 shares worth $1.67M. The position accounts for 0.13% of the portfolio, ranked #170.

Arete Wealth Advisors first reported a position in UPS in Q3 2017 and has held it in 30 quarters since. The position peaked at $2.5B in Q4 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Arete Wealth Advisors held 16,998 shares of United Parcel Service worth $1.67M as of Q1 2026.
  • Arete Wealth Advisors sold 1,001 United Parcel Service shares in Q1 2026, an estimated $107K.
  • United Parcel Service made up 0.13% of Arete Wealth Advisors's portfolio in Q1 2026, its #170 holding.
  • Arete Wealth Advisors first reported a position in United Parcel Service in Q3 2017 and has held it in 30 quarters since.
  • Arete Wealth Advisors's United Parcel Service position peaked at $2.5B in Q4 2022.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.