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 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 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

Beacon Financial Advisory's UPS Position: Q1 2026 in Review

Beacon Financial Advisory increased its United Parcel Service (UPS) stake by 0.11% in Q1 2026, buying an estimated $536 and bringing the position to 4,697 shares worth $462K. The position accounts for 0.1% of the portfolio, ranked #240.

Beacon Financial Advisory first reported a position in UPS in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.96M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Beacon Financial Advisory held 4,697 shares of United Parcel Service worth $462K as of Q1 2026.
Beacon Financial Advisory bought 5 United Parcel Service shares in Q1 2026, an estimated $536.
United Parcel Service made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #240 holding.
Beacon Financial Advisory first reported a position in United Parcel Service in Q1 2020 and has held it in 13 quarters since.
Beacon Financial Advisory's United Parcel Service position peaked at $1.96M in Q3 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.