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Beacon Investment Advisory Services’s United Parcel Service UPS Stock Holding History

Beacon Investment Advisory Services’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 		$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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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. 683 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.
  • 683 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.