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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Investment Advisors's UPS Position: Q1 2026 in Review

Beacon Investment Advisors increased its United Parcel Service (UPS) stake by 0.18% in Q1 2026, buying an estimated $3.43K and bringing the position to 17,353 shares worth $1.71M. The position accounts for 0.64% of the portfolio, ranked #45.

Beacon Investment Advisors first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q3 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Beacon Investment Advisors held 17,353 shares of United Parcel Service worth $1.71M as of Q1 2026.
  • Beacon Investment Advisors bought 32 United Parcel Service shares in Q1 2026, an estimated $3.43K.
  • United Parcel Service made up 0.64% of Beacon Investment Advisors's portfolio in Q1 2026, its #45 holding.
  • Beacon Investment Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's United Parcel Service position peaked at $2.26M in Q3 2024.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.