Beacon Investment Advisory Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.4K | Sell |
580
-90
| -13% | -$9.36K | ﹤0.01% | 399 |
|
|
2026
Q1 | $65.9K | Buy |
+670
| New | +$71.9K | ﹤0.01% | 389 |
|
|
2025
Q1 | – | Sell |
-1,918
| Closed | -$242K | – | 254 |
|
|
2024
Q4 | $242K | Sell |
1,918
-1,255
| -40% | -$165K | 0.01% | 229 |
|
|
2024
Q3 | $433K | Sell |
3,173
-3,676
| -54% | -$483K | 0.02% | 185 |
|
|
2024
Q2 | $937K | Sell |
6,849
-896
| -12% | -$128K | 0.04% | 138 |
|
|
2024
Q1 | $1.15M | Sell |
7,745
-5,920
| -43% | -$900K | 0.05% | 129 |
|
|
2023
Q4 | $2.15M | Sell |
13,665
-543
| -4% | -$82.1K | 0.1% | 119 |
|
|
2023
Q3 | $2.21M | Sell |
14,208
-4,066
| -22% | -$702K | 0.11% | 115 |
|
|
2023
Q2 | $3.28M | Sell |
18,274
-2,081
| -10% | -$369K | 0.15% | 103 |
|
|
2023
Q1 | $3.95M | Sell |
20,355
-398
| -2% | -$73K | 0.19% | 96 |
|
|
2022
Q4 | $3.61M | Sell |
20,753
-1,280
| -6% | -$222K | 0.18% | 95 |
|
|
2022
Q3 | $3.56M | Sell |
22,033
-2,706
| -11% | -$512K | 0.2% | 94 |
|
|
2022
Q2 | $4.52M | Sell |
24,739
-1,006
| -4% | -$183K | 0.24% | 90 |
|
|
2022
Q1 | $5.52M | Sell |
25,745
-1,777
| -6% | -$378K | 0.24% | 83 |
|
|
2021
Q4 | $5.9M | Sell |
27,522
-113
| -0.4% | -$23K | 0.23% | 87 |
|
|
2021
Q3 | $5.03M | Sell |
27,635
-1,786
| -6% | -$353K | 0.21% | 89 |
|
|
2021
Q2 | $6.12M | Sell |
29,421
-1,271
| -4% | -$254K | 0.25% | 86 |
|
|
2021
Q1 | $5.22M | Sell |
30,692
-197
| -0.6% | -$31.9K | 0.23% | 87 |
|
|
2020
Q4 | $5.2M | Buy |
30,889
+104
| +0.3% | +$17.6K | 0.24% | 84 |
|
|
2020
Q3 | $5.13M | Buy |
30,785
+923
| +3% | +$134K | 0.27% | 78 |
|
|
2020
Q2 | $3.32M | Sell |
29,862
-3,241
| -10% | -$324K | 0.19% | 94 |
|
|
2020
Q1 | $3.09M | Sell |
33,103
-18,273
| -36% | -$1.89M | 0.22% | 86 |
|
|
2019
Q4 | $6.01M | Buy |
51,376
+49,467
| +2,591% | +$5.86M | 0.32% | 75 |
|
|
2019
Q3 | $229K | Buy |
+1,909
| New | +$218K | 0.02% | 218 |
|
|
2019
Q2 | – | Sell |
-50,331
| Closed | -$5.62M | – | 239 |
|
|
2019
Q1 | $5.62M | Sell |
50,331
-9,098
| -15% | -$965K | 0.6% | 49 |
|
|
2018
Q4 | $5.8M | Sell |
59,429
-515
| -0.9% | -$55.8K | 0.64% | 48 |
|
|
2018
Q3 | $7M | Sell |
59,944
-1,497
| -2% | -$176K | 0.68% | 47 |
|
|
2018
Q2 | $6.53M | Sell |
61,441
-551
| -0.9% | -$61.9K | 0.66% | 45 |
|
|
2018
Q1 | $6.49M | Buy |
61,992
+1,215
| +2% | +$140K | 0.67% | 48 |
|
|
2017
Q4 | $7.24M | Sell |
60,777
-2,758
| -4% | -$324K | 0.77% | 43 |
|
|
2017
Q3 | $7.63M | Buy |
+63,535
| New | +$7.22M | 0.65% | 45 |
|
Other funds holding UPS
Beacon Investment Advisory Services's UPS Position: Q2 2026 in Review
Beacon Investment Advisory Services reduced its United Parcel Service (UPS) stake by 13% in Q2 2026, selling an estimated $9.36K and leaving 580 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #399.
Beacon Investment Advisory Services first reported a position in UPS in Q3 2017 and has held it in 31 quarters since. The position peaked at $7.63M in Q3 2017. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Beacon Investment Advisory Services held 580 shares of United Parcel Service worth $62.4K as of Q2 2026.
- Beacon Investment Advisory Services sold 90 United Parcel Service shares in Q2 2026, an estimated $9.36K.
- United Parcel Service made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #399 holding.
- Beacon Investment Advisory Services first reported a position in United Parcel Service in Q3 2017 and has held it in 31 quarters since.
- Beacon Investment Advisory Services's United Parcel Service position peaked at $7.63M in Q3 2017.
- 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.