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Beacon Financial Advisory’s United Parcel Service UPS Stock Holding History

Beacon Financial Advisory’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 		$346K Sell
3,216
-1,481
-32% -$154K 0.07% 309
2026
Q1 		$462K Buy
4,697
+5
+0.1% +$536 0.1% 240
2025
Q4 		$465K Sell
4,692
-7,061
-60% -$660K 0.11% 226
2025
Q3 		$982K Sell
11,753
-1,566
-12% -$142K 0.23% 115
2025
Q2 		$1.34M Buy
13,319
+2,248
+20% +$221K 0.35% 69
2025
Q1 		$1.22M Sell
11,071
-1,985
-15% -$237K 0.37% 68
2024
Q4 		$1.65M Sell
13,056
-1,352
-9% -$178K 0.54% 39
2024
Q3 		$1.96M Buy
14,408
+3,960
+38% +$520K 0.67% 29
2024
Q2 		$1.43M Buy
+10,448
New +$1.5M 0.53% 36
2022
Q3 		– Sell
-1,164
Closed -$212K – 221
2022
Q2 		$212K Buy
1,164
+227
+24% +$41.4K 0.12% 205
2022
Q1 		$201K Buy
937
+1
+0.1% +$212 0.1% 230
2021
Q4 		$201K Buy
+936
New +$190K 0.09% 237
2020
Q3 		– Sell
-3,317
Closed -$368K – 185
2020
Q2 		$368K Buy
3,317
+1
+0% +$100 0.4% 83
2020
Q1 		$309K Buy
+3,316
New +$344K 0.39% 86

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

Beacon Financial Advisory's UPS Position: Q2 2026 in Review

Beacon Financial Advisory reduced its United Parcel Service (UPS) stake by 32% in Q2 2026, selling an estimated $154K and leaving 3,216 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #309.

Beacon Financial Advisory first reported a position in UPS in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.96M in Q3 2024. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Beacon Financial Advisory held 3,216 shares of United Parcel Service worth $346K as of Q2 2026.
  • Beacon Financial Advisory sold 1,481 United Parcel Service shares in Q2 2026, an estimated $154K.
  • United Parcel Service made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #309 holding.
  • Beacon Financial Advisory first reported a position in United Parcel Service in Q1 2020 and has held it in 14 quarters since.
  • Beacon Financial Advisory's United Parcel Service position peaked at $1.96M in Q3 2024.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.