Empower Advisory Group
UPS icon

Empower Advisory Group’s United Parcel Service UPS Stock Holding History

Empower Advisory Group’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 		$113M Buy
1,147,635
+32,849
+3% +$3.52M 0.29% 69
2025
Q4 		$111M Buy
1,114,786
+33,558
+3% +$3.14M 0.3% 63
2025
Q3 		$90.3M Sell
1,081,228
-73,351
-6% -$6.64M 0.25% 80
2025
Q2 		$117M Buy
1,154,579
+182,598
+19% +$18M 0.35% 53
2025
Q1 		$107M Buy
971,981
+150,160
+18% +$18M 0.35% 54
2024
Q4 		$104M Buy
821,821
+16,850
+2% +$2.22M 0.35% 58
2024
Q3 		$110M Buy
804,971
+96,325
+14% +$12.6M 0.37% 56
2024
Q2 		$97M Buy
708,646
+42,799
+6% +$6.13M 0.36% 58
2024
Q1 		$99M Buy
665,847
+75,538
+13% +$11.5M 0.37% 58
2023
Q4 		$92.8M Buy
590,309
+90,861
+18% +$13.7M 0.37% 63
2023
Q3 		$77.8M Sell
499,448
-30,137
-6% -$5.2M 0.34% 62
2023
Q2 		$94.9M Buy
529,585
+14,928
+3% +$2.65M 0.41% 48
2023
Q1 		$99.7M Buy
+514,657
New +$94.4M 0.45% 39

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

Empower Advisory Group's UPS Position: Q1 2026 in Review

Empower Advisory Group increased its United Parcel Service (UPS) stake by 2.9% in Q1 2026, buying an estimated $3.52M and bringing the position to 1,147,635 shares worth $113M. The position accounts for 0.29% of the portfolio, ranked #69.

Empower Advisory Group first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $117M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Empower Advisory Group held 1,147,635 shares of United Parcel Service worth $113M as of Q1 2026.
  • Empower Advisory Group bought 32,849 United Parcel Service shares in Q1 2026, an estimated $3.52M.
  • United Parcel Service made up 0.29% of Empower Advisory Group's portfolio in Q1 2026, its #69 holding.
  • Empower Advisory Group first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's United Parcel Service position peaked at $117M in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.