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

Beacon Pointe 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 		$23.4M Buy
217,631
+29,923
+16% +$3.11M 0.11% 187
2026
Q1 		$18.5M Buy
187,708
+49,602
+36% +$5.32M 0.1% 197
2025
Q4 		$13.7M Sell
138,106
-47,949
-26% -$4.49M 0.1% 197
2025
Q3 		$15.5M Buy
186,055
+104,410
+128% +$9.46M 0.13% 161
2025
Q2 		$8.24M Buy
81,645
+5,878
+8% +$578K 0.09% 207
2025
Q1 		$8.33M Buy
75,767
+33,968
+81% +$4.06M 0.09% 201
2024
Q4 		$5.27M Sell
41,799
-18,539
-31% -$2.44M 0.06% 273
2024
Q3 		$8.23M Sell
60,338
-7,297
-11% -$958K 0.09% 188
2024
Q2 		$9.26M Sell
67,635
-4,523
-6% -$648K 0.11% 169
2024
Q1 		$10.7M Buy
72,158
+21,929
+44% +$3.33M 0.12% 166
2023
Q4 		$7.9M Sell
50,229
-17,677
-26% -$2.67M 0.09% 190
2023
Q3 		$10.6M Buy
67,906
+28,930
+74% +$4.99M 0.13% 158
2023
Q2 		$6.99M Buy
38,976
+844
+2% +$150K 0.11% 168
2023
Q1 		$7.4M Sell
38,132
-6,577
-15% -$1.21M 0.13% 166
2022
Q4 		$7.77M Sell
44,709
-6,320
-12% -$1.09M 0.15% 138
2022
Q3 		$8.24M Buy
51,029
+1,385
+3% +$262K 0.18% 127
2022
Q2 		$9.06M Sell
49,644
-14,510
-23% -$2.65M 0.19% 122
2022
Q1 		$13.8M Buy
64,154
+38,600
+151% +$8.2M 0.19% 118
2021
Q4 		$5.48M Sell
25,554
-7,616
-23% -$1.55M 0.14% 133
2021
Q3 		$6.04M Buy
33,170
+2,715
+9% +$536K 0.15% 147
2021
Q2 		$6.33M Buy
30,455
+13,621
+81% +$2.73M 0.22% 102
2021
Q1 		$2.86M Sell
16,834
-7,803
-32% -$1.26M 0.18% 105
2020
Q4 		$4.15M Buy
24,637
+660
+3% +$111K 0.28% 74
2020
Q3 		$4M Sell
23,977
-2,848
-11% -$415K 0.39% 58
2020
Q2 		$2.98M Buy
26,825
+11,750
+78% +$1.17M 0.3% 77
2020
Q1 		$1.41M Buy
+15,075
New +$1.56M 0.22% 96

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 Pointe Advisors's UPS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its United Parcel Service (UPS) stake by 16% in Q2 2026, buying an estimated $3.11M and bringing the position to 217,631 shares worth $23.4M. The position accounts for 0.11% of the portfolio, ranked #187.

Beacon Pointe Advisors first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Beacon Pointe Advisors held 217,631 shares of United Parcel Service worth $23.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 29,923 United Parcel Service shares in Q2 2026, an estimated $3.11M.
  • United Parcel Service made up 0.11% of Beacon Pointe Advisors's portfolio in Q2 2026, its #187 holding.
  • Beacon Pointe Advisors first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.