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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
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 $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 Pointe Advisors's UPS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its United Parcel Service (UPS) stake by 36% in Q1 2026, buying an estimated $5.32M and bringing the position to 187,708 shares worth $18.5M. The position accounts for 0.1% of the portfolio, ranked #197.

Beacon Pointe Advisors first reported a position in UPS in Q1 2020 and has held it in 25 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Beacon Pointe Advisors held 187,708 shares of United Parcel Service worth $18.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 49,602 United Parcel Service shares in Q1 2026, an estimated $5.32M.
  • United Parcel Service made up 0.1% of Beacon Pointe Advisors's portfolio in Q1 2026, its #197 holding.
  • Beacon Pointe Advisors first reported a position in United Parcel Service in Q1 2020 and has held it in 25 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.