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
Q2 		$125M Buy
1,159,700
+12,065
+1% +$1.25M 0.3% 62
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 $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

Empower Advisory Group's UPS Position: Q2 2026 in Review

Empower Advisory Group increased its United Parcel Service (UPS) stake by 1.1% in Q2 2026, buying an estimated $1.25M and bringing the position to 1,159,700 shares worth $125M. The position accounts for 0.3% of the portfolio, ranked #62.

Empower Advisory Group first reported a position in UPS in Q1 2023 and has held it in 14 quarters since. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Empower Advisory Group held 1,159,700 shares of United Parcel Service worth $125M as of Q2 2026.
  • Empower Advisory Group bought 12,065 United Parcel Service shares in Q2 2026, an estimated $1.25M.
  • United Parcel Service made up 0.3% of Empower Advisory Group's portfolio in Q2 2026, its #62 holding.
  • Empower Advisory Group first reported a position in United Parcel Service in Q1 2023 and has held it in 14 quarters since.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.