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Global Assets Advisory’s United Parcel Service UPS Stock Holding History

Global Assets Advisory’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 		– Sell
-471
Closed -$46.3K – 551
2026
Q1 		$46.3K Buy
+471
New +$50.5K 0.01% 420
2025
Q2 		– Sell
-4,884
Closed -$490K – 291
2025
Q1 		$490K Buy
4,884
+1,855
+61% +$222K 0.09% 166
2024
Q4 		$375K Buy
3,029
+1,097
+57% +$144K 0.21% 105
2024
Q3 		$257K Buy
+1,932
New +$254K 0.14% 142
2024
Q2 		– Sell
-134,759
Closed -$913K – 483
2024
Q1 		$913K Buy
+134,759
New +$20.5M 0.04% 247
2023
Q2 		– Sell
-1,112
Closed -$216K – 132
2023
Q1 		$216K Buy
+1,112
New +$204K 0.22% 105

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

Global Assets Advisory's UPS Position: Q2 2026 in Review

Global Assets Advisory sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 471 shares — an estimated $46.3K sold.

Global Assets Advisory first reported a position in UPS in Q1 2023 and held it in 6 quarters. The position peaked at $913K in Q1 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Global Assets Advisory reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 471 United Parcel Service shares in Q2 2026, an estimated $46.3K.
  • Global Assets Advisory first reported a position in United Parcel Service in Q1 2023 and held it in 6 quarters.
  • Global Assets Advisory's United Parcel Service position peaked at $913K in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.