Dana Investment Advisors’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
Q1 | $275K | Buy |
2,792
+200
| +8% | +$21.4K | 0.01% | 523 |
|
|
2025
Q4 | $257K | Sell |
2,592
-85
| -3% | -$7.95K | 0.01% | 529 |
|
|
2025
Q3 | $224K | Sell |
2,677
-217
| -7% | -$19.7K | 0.01% | 538 |
|
|
2025
Q2 | $292K | Sell |
2,894
-160
| -5% | -$15.7K | 0.01% | 499 |
|
|
2025
Q1 | $336K | Buy |
3,054
+75
| +3% | +$8.97K | 0.01% | 489 |
|
|
2024
Q4 | $376K | Sell |
2,979
-88
| -3% | -$11.6K | 0.01% | 482 |
|
|
2024
Q3 | $418K | Sell |
3,067
-240
| -7% | -$31.5K | 0.01% | 466 |
|
|
2024
Q2 | $453K | Sell |
3,307
-251
| -7% | -$35.9K | 0.02% | 447 |
|
|
2024
Q1 | $529K | Buy |
3,558
+22
| +0.6% | +$3.34K | 0.02% | 433 |
|
|
2023
Q4 | $556K | Sell |
3,536
-138
| -4% | -$20.9K | 0.03% | 316 |
|
|
2023
Q3 | $573K | Buy |
3,674
+396
| +12% | +$68.4K | 0.03% | 294 |
|
|
2023
Q2 | $588K | Sell |
3,278
-1,670
| -34% | -$297K | 0.03% | 294 |
|
|
2023
Q1 | $960K | Buy |
4,948
+2,113
| +75% | +$388K | 0.05% | 240 |
|
|
2022
Q4 | $493K | Buy |
2,835
+963
| +51% | +$167K | 0.03% | 315 |
|
|
2022
Q3 | $302K | Sell |
1,872
-1,049
| -36% | -$199K | 0.02% | 355 |
|
|
2022
Q2 | $533K | Buy |
2,921
+1,051
| +56% | +$192K | 0.03% | 297 |
|
|
2022
Q1 | $401K | Buy |
1,870
+86
| +5% | +$18.3K | 0.02% | 284 |
|
|
2021
Q4 | $382K | Hold |
1,784
| – | – | 0.02% | 277 |
|
|
2021
Q3 | $325K | Hold |
1,784
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $371K | Hold |
1,784
| – | – | 0.02% | 273 |
|
|
2021
Q1 | $303K | Sell |
1,784
-51
| -3% | -$8.25K | 0.01% | 287 |
|
|
2020
Q4 | $309K | Sell |
1,835
-155
| -8% | -$26.2K | 0.02% | 267 |
|
|
2020
Q3 | $332K | Buy |
+1,990
| New | +$290K | 0.02% | 245 |
|
|
2020
Q1 | – | Sell |
-1,829
| Closed | -$214K | – | 317 |
|
|
2019
Q4 | $214K | Hold |
1,829
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $219K | Buy |
+1,829
| New | +$209K | 0.01% | 255 |
|
|
2019
Q2 | – | Sell |
-1,797
| Closed | -$201K | – | 296 |
|
|
2019
Q1 | $201K | Sell |
1,797
-2,500
| -58% | -$265K | 0.01% | 272 |
|
|
2018
Q4 | $419K | Buy |
4,297
+2,479
| +136% | +$269K | 0.02% | 223 |
|
|
2018
Q3 | $212K | Buy |
+1,818
| New | +$214K | 0.01% | 262 |
|
|
2018
Q1 | – | Sell |
-1,852
| Closed | -$221K | – | 292 |
|
|
2017
Q4 | $221K | Sell |
1,852
-550
| -23% | -$64.6K | 0.01% | 261 |
|
|
2017
Q3 | $288K | Hold |
2,402
| – | – | 0.01% | 238 |
|
|
2017
Q2 | $266K | Hold |
2,402
| – | – | 0.01% | 256 |
|
|
2017
Q1 | $258K | Hold |
2,402
| – | – | 0.01% | 257 |
|
|
2016
Q4 | $275K | Buy |
+2,402
| New | +$271K | 0.01% | 256 |
|
Other funds holding UPS
VCM
VPM
Dana Investment Advisors's UPS Position: Q1 2026 in Review
Dana Investment Advisors increased its United Parcel Service (UPS) stake by 7.7% in Q1 2026, buying an estimated $21.4K and bringing the position to 2,792 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #523.
Dana Investment Advisors first reported a position in UPS in Q4 2016 and has held it in 33 quarters since. The position peaked at $960K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Dana Investment Advisors held 2,792 shares of United Parcel Service worth $275K as of Q1 2026.
- Dana Investment Advisors bought 200 United Parcel Service shares in Q1 2026, an estimated $21.4K.
- United Parcel Service made up 0.01% of Dana Investment Advisors's portfolio in Q1 2026, its #523 holding.
- Dana Investment Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 33 quarters since.
- Dana Investment Advisors's United Parcel Service position peaked at $960K in Q1 2023.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.