Cetera Investment Advisers
UPS icon

Cetera Investment Advisers’s United Parcel Service UPS Stock Holding History

Cetera Investment Advisers’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 		$53.8M Buy
546,677
+36,211
+7% +$3.88M 0.06% 348
2025
Q4 		$50.6M Buy
510,466
+5,917
+1% +$553K 0.06% 343
2025
Q3 		$42.1M Buy
504,549
+125,082
+33% +$11.3M 0.05% 375
2025
Q2 		$38.3M Buy
379,467
+30,095
+9% +$2.96M 0.06% 306
2025
Q1 		$38.4M Buy
349,372
+70,691
+25% +$8.45M 0.07% 272
2024
Q4 		$35.1M Buy
278,681
+16,076
+6% +$2.12M 0.07% 271
2024
Q3 		$35.8M Sell
262,605
-41,903
-14% -$5.5M 0.08% 256
2024
Q2 		$41.7M Sell
304,508
-5,943
-2% -$851K 0.1% 205
2024
Q1 		$46.1M Buy
310,451
+242,915
+360% +$36.9M 0.11% 183
2023
Q4 		$10.6M Sell
67,536
-2,857
-4% -$432K 0.09% 216
2023
Q3 		$11M Buy
70,393
+2,890
+4% +$499K 0.09% 199
2023
Q2 		$12.1M Sell
67,503
-2,359
-3% -$419K 0.1% 181
2023
Q1 		$13.6M Buy
69,862
+4,426
+7% +$812K 0.12% 156
2022
Q4 		$11.4M Buy
65,436
+20,960
+47% +$3.63M 0.11% 188
2022
Q3 		$7.18M Sell
44,476
-6,773
-13% -$1.28M 0.14% 148
2022
Q2 		$9.36M Buy
51,249
+5,128
+11% +$935K 0.15% 141
2022
Q1 		$9.89M Sell
46,121
-160
-0.3% -$34K 0.14% 150
2021
Q4 		$9.92M Sell
46,281
-602
-1% -$122K 0.14% 156
2021
Q3 		$8.54M Buy
46,883
+1,551
+3% +$306K 0.14% 164
2021
Q2 		$9.43M Buy
45,332
+3,716
+9% +$744K 0.15% 150
2021
Q1 		$7.07M Sell
41,616
-5,657
-12% -$915K 0.14% 162
2020
Q4 		$7.96M Buy
47,273
+29,592
+167% +$4.99M 0.16% 142
2020
Q3 		$2.95M Sell
17,681
-2,458
-12% -$358K 0.24% 105
2020
Q2 		$2.24M Buy
20,139
+2,539
+14% +$253K 0.21% 124
2020
Q1 		$1.64M Buy
17,600
+4,025
+30% +$417K 0.2% 131
2019
Q4 		$1.59M Sell
13,575
-193
-1% -$22.8K 0.16% 151
2019
Q3 		$1.66M Sell
13,768
-28,554
-67% -$3.26M 0.2% 130
2019
Q2 		$4.37M Buy
42,322
+1,704
+4% +$177K 0.56% 42
2019
Q1 		$4.53M Buy
40,618
+4,683
+13% +$497K 0.64% 34
2018
Q4 		$3.51M Buy
35,935
+554
+2% +$60.1K 0.57% 42
2018
Q3 		$4.13M Buy
35,381
+401
+1% +$47.2K 0.59% 38
2018
Q2 		$3.72M Sell
34,980
-5,697
-14% -$640K 0.65% 35
2018
Q1 		$4.26M Buy
40,677
+135
+0.3% +$15.6K 0.8% 23
2017
Q4 		$4.83M Buy
40,542
+9,943
+32% +$1.17M 0.89% 21
2017
Q3 		$3.67M Buy
30,599
+182
+0.6% +$20.7K 0.81% 21
2017
Q2 		$3.36M Buy
30,417
+334
+1% +$35.7K 0.82% 20
2017
Q1 		$3.23M Buy
30,083
+146
+0.5% +$16K 0.89% 19
2016
Q4 		$3.43M Buy
29,937
+3
+0% +$338 1.14% 15
2016
Q3 		$3.27M Sell
29,934
-684
-2% -$74.7K 1.41% 12
2016
Q2 		$3.3M Buy
30,618
+229
+0.8% +$23.8K 1.29% 11
2016
Q1 		$3.21M Buy
30,389
+223
+0.7% +$21.7K 1.39% 10
2015
Q4 		$2.9M Buy
+30,166
New +$3.08M 1.33% 13

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

Cetera Investment Advisers's UPS Position: Q1 2026 in Review

Cetera Investment Advisers increased its United Parcel Service (UPS) stake by 7.1% in Q1 2026, buying an estimated $3.88M and bringing the position to 546,677 shares worth $53.8M. The position accounts for 0.06% of the portfolio, ranked #348.

Cetera Investment Advisers first reported a position in UPS in Q4 2015 and has held it in 42 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Cetera Investment Advisers held 546,677 shares of United Parcel Service worth $53.8M as of Q1 2026.
  • Cetera Investment Advisers bought 36,211 United Parcel Service shares in Q1 2026, an estimated $3.88M.
  • United Parcel Service made up 0.06% of Cetera Investment Advisers's portfolio in Q1 2026, its #348 holding.
  • Cetera Investment Advisers first reported a position in United Parcel Service in Q4 2015 and has held it in 42 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.