Fortis Group Advisors’s United Parcel Service UPS Stock Holding History

Fortis Group Advisors’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	$266K	Buy	2,477 +16	+0.7%	+$1.66K	0.04%	233
2026 Q1	$265K	Sell	2,461 -14,499	-85%	-$1.55M	0.04%	249
2025 Q4	$1.8M	Sell	16,960 -25	-0.1%	-$2.34K	0.3%	85
2025 Q3	$1.63M	Buy	16,985 +16,735	+6,694%	+$1.52M	0.28%	81
2025 Q2	$25.2K	Sell	250 -2,211	-90%	-$218K	﹤0.01%	273
2025 Q1	$271K	Hold	2,461	–	–	0.05%	167
2024 Q4	$310K	Sell	2,461 -6	-0.2%	-$790	0.06%	159
2024 Q3	$336K	Buy	2,467 +2	+0.1%	+$263	0.06%	149
2024 Q2	$337K	Buy	2,465 +1	+0%	+$143	0.07%	146
2024 Q1	$366K	Sell	2,464 -255	-9%	-$38.8K	0.07%	150
2023 Q4	$509K	Buy	2,719 +250	+10%	+$37.8K	0.13%	73
2023 Q3	$469K	Buy	2,469 +258	+12%	+$44.5K	0.14%	72
2023 Q2	$396K	Sell	2,211 -8	-0.4%	-$1.42K	0.11%	92
2023 Q1	$399K	Buy	+2,219	New	+$407K	0.12%	79
2020 Q3	$702K	Buy	+4,222	New	+$615K	0.14%	79

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortis Group Advisors's UPS Position: Q2 2026 in Review

Fortis Group Advisors increased its United Parcel Service (UPS) stake by 0.65% in Q2 2026, buying an estimated $1.66K and bringing the position to 2,477 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #233.

Fortis Group Advisors first reported a position in UPS in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.8M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Fortis Group Advisors held 2,477 shares of United Parcel Service worth $266K as of Q2 2026.
Fortis Group Advisors bought 16 United Parcel Service shares in Q2 2026, an estimated $1.66K.
United Parcel Service made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #233 holding.
Fortis Group Advisors first reported a position in United Parcel Service in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's United Parcel Service position peaked at $1.8M in Q4 2025.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.