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First National Advisers’s United Parcel Service UPS Stock Holding History

First National 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
Q2 		$361K Sell
3,355
-6,061
-64% -$630K 0.05% 206
2026
Q1 		$926K Sell
9,416
-850
-8% -$91.2K 0.14% 128
2025
Q4 		$1.02M Sell
10,266
-422
-4% -$39.5K 0.14% 129
2025
Q3 		$893K Sell
10,688
-536
-5% -$48.5K 0.12% 136
2025
Q2 		$1.13M Buy
11,224
+106
+1% +$10.4K 0.17% 124
2025
Q1 		$1.22M Sell
11,118
-1,730
-13% -$207K 0.2% 124
2024
Q4 		$1.62M Buy
12,848
+427
+3% +$56.2K 0.26% 105
2024
Q3 		$1.69M Buy
12,421
+559
+5% +$73.4K 0.27% 106
2024
Q2 		$1.62M Buy
11,862
+964
+9% +$138K 0.3% 103
2024
Q1 		$1.73M Buy
10,898
+2,614
+32% +$397K 0.39% 88
2023
Q4 		$1.3M Buy
8,284
+1,792
+28% +$271K 0.37% 87
2023
Q3 		$1.01M Buy
6,492
+4,250
+190% +$734K 0.45% 77
2023
Q2 		$402K Sell
2,242
-76
-3% -$13.5K 0.37% 85
2023
Q1 		$450K Sell
2,318
-70
-3% -$12.8K 0.51% 74
2022
Q4 		$415K Buy
2,388
+222
+10% +$38.4K 0.53% 72
2022
Q3 		$350K Buy
2,166
+450
+26% +$85.2K 0.52% 75
2022
Q2 		$313K Buy
+1,716
New +$313K 0.65% 65

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

First National Advisers's UPS Position: Q2 2026 in Review

First National Advisers reduced its United Parcel Service (UPS) stake by 64% in Q2 2026, selling an estimated $630K and leaving 3,355 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #206.

First National Advisers first reported a position in UPS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.73M in Q1 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • First National Advisers held 3,355 shares of United Parcel Service worth $361K as of Q2 2026.
  • First National Advisers sold 6,061 United Parcel Service shares in Q2 2026, an estimated $630K.
  • United Parcel Service made up 0.05% of First National Advisers's portfolio in Q2 2026, its #206 holding.
  • First National Advisers first reported a position in United Parcel Service in Q2 2022 and has held it in 17 quarters since.
  • First National Advisers's United Parcel Service position peaked at $1.73M in Q1 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.