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

Arkadios 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
Q2 		$5.13M Buy
47,755
+1,912
+4% +$199K 0.08% 266
2026
Q1 		$4.51M Buy
45,843
+15,179
+50% +$1.63M 0.07% 281
2025
Q4 		$3.04M Sell
30,664
-1,966
-6% -$184K 0.06% 329
2025
Q3 		$2.73M Buy
32,630
+3,517
+12% +$319K 0.07% 312
2025
Q2 		$2.94M Buy
29,113
+1,421
+5% +$140K 0.09% 250
2025
Q1 		$3.05M Buy
27,692
+10,219
+58% +$1.22M 0.12% 202
2024
Q4 		$2.2M Sell
17,473
-4,895
-22% -$644K 0.12% 164
2024
Q3 		$3.05M Sell
22,368
-2,774
-11% -$364K 0.17% 122
2024
Q2 		$3.44M Buy
25,142
+5,947
+31% +$851K 0.23% 90
2024
Q1 		$2.85M Buy
19,195
+349
+2% +$53.1K 0.22% 106
2023
Q4 		$2.96M Sell
18,846
-7,297
-28% -$1.1M 0.25% 95
2023
Q3 		$4.07M Buy
26,143
+4,172
+19% +$720K 0.39% 59
2023
Q2 		$3.94M Sell
21,971
-35
-0.2% -$6.21K 0.46% 49
2023
Q1 		$4.27M Buy
22,006
+192
+0.9% +$35.2K 0.51% 42
2022
Q4 		$3.79M Sell
21,814
-302
-1% -$52.3K 0.5% 52
2022
Q3 		$3.57M Buy
22,116
+479
+2% +$90.7K 0.54% 45
2022
Q2 		$3.95M Sell
21,637
-4,763
-18% -$869K 0.59% 37
2022
Q1 		$5.66M Sell
26,400
-337
-1% -$71.6K 0.74% 28
2021
Q4 		$5.73M Sell
26,737
-306
-1% -$62.2K 0.76% 26
2021
Q3 		$4.92M Sell
27,043
-1,891
-7% -$373K 0.71% 18
2021
Q2 		$6.02M Buy
28,934
+20,445
+241% +$4.09M 0.73% 18
2021
Q1 		$1.44M Buy
8,489
+5,053
+147% +$817K 0.24% 109
2020
Q4 		$578K Buy
3,436
+2,087
+155% +$352K 0.12% 179
2020
Q3 		$235K Sell
1,349
-559
-29% -$81.4K 0.12% 158
2020
Q2 		$220K Sell
1,908
-85
-4% -$8.48K 0.12% 148
2020
Q1 		$186K Buy
1,993
+910
+84% +$94.3K 0.12% 152
2019
Q4 		$114K Buy
+1,083
New +$128K 0.07% 213

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's UPS Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its United Parcel Service (UPS) stake by 4.2% in Q2 2026, buying an estimated $199K and bringing the position to 47,755 shares worth $5.13M. The position accounts for 0.08% of the portfolio, ranked #266.

Arkadios Wealth Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.02M in Q2 2021. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Arkadios Wealth Advisors held 47,755 shares of United Parcel Service worth $5.13M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,912 United Parcel Service shares in Q2 2026, an estimated $199K.
  • United Parcel Service made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Arkadios Wealth Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's United Parcel Service position peaked at $6.02M in Q2 2021.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.