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Avantax Advisory Services’s United Parcel Service UPS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$9.52M Buy
94,361
+12,035
+15% +$1.18M 0.05% 281
2025
Q1 		$9.06M Buy
82,326
+17,644
+27% +$2.11M 0.05% 269
2024
Q4 		$8.16M Sell
64,682
-17,318
-21% -$2.28M 0.05% 272
2024
Q3 		$11.2M Sell
82,000
-5,160
-6% -$677K 0.07% 199
2024
Q2 		$11.9M Buy
87,160
+52,154
+149% +$7.47M 0.09% 179
2024
Q1 		$5.2M Sell
35,006
-2,491
-7% -$379K 0.05% 299
2023
Q4 		$5.9M Buy
37,497
+4,334
+13% +$655K 0.06% 247
2023
Q3 		$5.17M Buy
33,163
+748
+2% +$129K 0.06% 251
2023
Q2 		$5.81M Sell
32,415
-3,691
-10% -$655K 0.07% 216
2023
Q1 		$7M Buy
36,106
+2,679
+8% +$491K 0.09% 181
2022
Q4 		$5.81M Buy
33,427
+5,518
+20% +$955K 0.08% 197
2022
Q3 		$4.51M Buy
27,909
+2,264
+9% +$429K 0.07% 218
2022
Q2 		$4.68M Buy
25,645
+1,464
+6% +$267K 0.07% 209
2022
Q1 		$5.19M Buy
24,181
+85
+0.4% +$18.1K 0.07% 203
2021
Q4 		$5.17M Sell
24,096
-768
-3% -$156K 0.08% 193
2021
Q3 		$4.53M Buy
24,864
+5,769
+30% +$1.14M 0.08% 190
2021
Q2 		$3.98M Buy
19,095
+1,367
+8% +$274K 0.07% 200
2021
Q1 		$3.01M Buy
17,728
+3,125
+21% +$505K 0.06% 225
2020
Q4 		$2.46M Sell
14,603
-19,539
-57% -$3.3M 0.06% 233
2020
Q3 		$5.67M Buy
34,142
+18,138
+113% +$2.64M 0.09% 189
2020
Q2 		$1.77M Sell
16,004
-857
-5% -$85.5K 0.05% 237
2020
Q1 		$1.57M Buy
16,861
+2,371
+16% +$246K 0.05% 226
2019
Q4 		$1.7M Buy
14,490
+7,806
+117% +$924K 0.04% 242
2019
Q3 		$800K Buy
6,684
+279
+4% +$31.9K 0.03% 249
2019
Q2 		$661K Buy
6,405
+587
+10% +$61.1K 0.03% 252
2019
Q1 		$650K Buy
5,818
+619
+12% +$65.6K 0.03% 240
2018
Q4 		$505K Buy
+5,199
New +$564K 0.08% 225

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's UPS Position: Q2 2025 in Review

Avantax Advisory Services increased its United Parcel Service (UPS) stake by 15% in Q2 2025, buying an estimated $1.18M and bringing the position to 94,361 shares worth $9.52M. The position accounts for 0.05% of the portfolio, ranked #281.

Avantax Advisory Services first reported a position in UPS in Q4 2018 and has held it in 27 quarters since. The position peaked at $11.9M in Q2 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Avantax Advisory Services held 94,361 shares of United Parcel Service worth $9.52M as of Q2 2025.
  • Avantax Advisory Services bought 12,035 United Parcel Service shares in Q2 2025, an estimated $1.18M.
  • United Parcel Service made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #281 holding.
  • Avantax Advisory Services first reported a position in United Parcel Service in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's United Parcel Service position peaked at $11.9M in Q2 2024.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.