Atlanta Consulting Group Advisors’s United Parcel Service UPS Stock Holding History

Atlanta Consulting Group 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	$1.25M	Sell	11,640 -492	-4%	-$51.1K	0.2%	71
2026 Q1	$1.19M	Sell	12,132 -172	-1%	-$18.4K	0.26%	50
2025 Q4	$1.22M	Sell	12,304 -341	-3%	-$31.9K	0.28%	49
2025 Q3	$1.06M	Hold	12,645	–	–	0.26%	51
2025 Q2	$1.28M	Sell	12,645 -207	-2%	-$20.4K	0.35%	39
2025 Q1	$1.41M	Buy	12,852 +15	+0.1%	+$1.79K	0.41%	35
2024 Q4	$1.62M	Sell	12,837 -3,647	-22%	-$480K	0.6%	30
2024 Q3	$2.25M	Buy	16,484 +3,467	+27%	+$455K	0.56%	34
2024 Q2	$1.78M	Hold	13,017	–	–	0.38%	31
2024 Q1	$1.93M	Buy	+13,017	New	+$1.98M	0.67%	23

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

Atlanta Consulting Group Advisors's UPS Position: Q2 2026 in Review

Atlanta Consulting Group Advisors reduced its United Parcel Service (UPS) stake by 4.1% in Q2 2026, selling an estimated $51.1K and leaving 11,640 shares worth $1.25M. The position accounts for 0.2% of the portfolio, ranked #71.

Atlanta Consulting Group Advisors first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.25M in Q3 2024. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Atlanta Consulting Group Advisors held 11,640 shares of United Parcel Service worth $1.25M as of Q2 2026.
Atlanta Consulting Group Advisors sold 492 United Parcel Service shares in Q2 2026, an estimated $51.1K.
United Parcel Service made up 0.2% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #71 holding.
Atlanta Consulting Group Advisors first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
Atlanta Consulting Group Advisors's United Parcel Service position peaked at $2.25M in Q3 2024.
2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.