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Beacon Investment Advisors’s United Parcel Service UPS Stock Holding History

Beacon Investment 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
Q2 		$1.85M Sell
17,196
-157
-0.9% -$16.3K 0.58% 41
2026
Q1 		$1.71M Buy
17,353
+32
+0.2% +$3.43K 0.64% 45
2025
Q4 		$1.72M Sell
17,321
-202
-1% -$18.9K 0.69% 42
2025
Q3 		$1.46M Buy
17,523
+296
+2% +$26.8K 0.6% 53
2025
Q2 		$1.74M Buy
17,227
+214
+1% +$21.1K 0.75% 35
2025
Q1 		$1.87M Buy
17,013
+248
+1% +$29.7K 0.88% 32
2024
Q4 		$2.11M Buy
16,765
+194
+1% +$25.5K 0.99% 27
2024
Q3 		$2.26M Buy
16,571
+597
+4% +$78.4K 1.07% 23
2024
Q2 		$2.19M Buy
15,974
+4,092
+34% +$586K 1.12% 22
2024
Q1 		$1.77M Buy
11,882
+224
+2% +$34K 1.01% 29
2023
Q4 		$1.83M Buy
11,658
+199
+2% +$30.1K 1.17% 23
2023
Q3 		$1.79M Buy
11,459
+171
+2% +$29.5K 1.26% 22
2023
Q2 		$2.02M Buy
11,288
+176
+2% +$31.2K 1.38% 17
2023
Q1 		$2.16M Buy
11,112
+203
+2% +$37.2K 1.57% 15
2022
Q4 		$1.9M Buy
+10,909
New +$1.89M 1.58% 14

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 Investment Advisors's UPS Position: Q2 2026 in Review

Beacon Investment Advisors reduced its United Parcel Service (UPS) stake by 0.9% in Q2 2026, selling an estimated $16.3K and leaving 17,196 shares worth $1.85M. The position accounts for 0.58% of the portfolio, ranked #41.

Beacon Investment Advisors first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q3 2024. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Beacon Investment Advisors held 17,196 shares of United Parcel Service worth $1.85M as of Q2 2026.
  • Beacon Investment Advisors sold 157 United Parcel Service shares in Q2 2026, an estimated $16.3K.
  • United Parcel Service made up 0.58% of Beacon Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Beacon Investment Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's United Parcel Service position peaked at $2.26M in Q3 2024.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.