Beacon Financial Advisory
UPS icon

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
Q3 		$253K Sell
2,703
-513
-16% -$53.9K 0.05% 370
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beacon Financial Advisory's UPS Position: Q3 2026 in Review

Beacon Financial Advisory reduced its United Parcel Service (UPS) stake by 16% in Q3 2026, selling an estimated $53.9K and leaving 2,703 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #370.

Beacon Financial Advisory first reported a position in UPS in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.96M in Q3 2024. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Beacon Financial Advisory held 2,703 shares of United Parcel Service worth $253K as of Q3 2026.
  • Beacon Financial Advisory sold 513 United Parcel Service shares in Q3 2026, an estimated $53.9K.
  • United Parcel Service made up 0.05% of Beacon Financial Advisory's portfolio in Q3 2026, its #370 holding.
  • Beacon Financial Advisory first reported a position in United Parcel Service in Q1 2020 and has held it in 15 quarters since.
  • Beacon Financial Advisory's United Parcel Service position peaked at $1.96M in Q3 2024.
  • 1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.