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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlanta Consulting Group Advisors's UPS Position: Q1 2026 in Review

Atlanta Consulting Group Advisors reduced its United Parcel Service (UPS) stake by 1.4% in Q1 2026, selling an estimated $18.4K and leaving 12,132 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #50.

Atlanta Consulting Group Advisors first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Atlanta Consulting Group Advisors held 12,132 shares of United Parcel Service worth $1.19M as of Q1 2026.
Atlanta Consulting Group Advisors sold 172 United Parcel Service shares in Q1 2026, an estimated $18.4K.
United Parcel Service made up 0.26% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #50 holding.
Atlanta Consulting Group Advisors first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
Atlanta Consulting Group Advisors's United Parcel Service position peaked at $2.25M in Q3 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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