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

GM 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	–	Sell	-26,403	Closed	-$2.62M	–	395
2025 Q4	$2.62M	Sell	26,403 -1,178	-4%	-$110K	0.1%	94
2025 Q3	$2.3M	Buy	27,581 +8,000	+41%	+$725K	0.1%	94
2025 Q2	$1.98M	Buy	19,581 +5,465	+39%	+$538K	0.1%	97
2025 Q1	$1.55M	Buy	+14,116	New	+$1.69M	0.08%	98
2024 Q3	–	Sell	-4,184	Closed	-$573K	–	269
2024 Q2	$573K	Hold	4,184	–	–	0.04%	148
2024 Q1	$622K	Hold	4,184	–	–	0.04%	139
2023 Q4	$658K	Buy	4,184 +779	+23%	+$118K	0.05%	123
2023 Q3	$531K	Buy	3,405 +10	+0.3%	+$1.73K	0.04%	121
2023 Q2	$609K	Hold	3,395	–	–	0.05%	110
2023 Q1	$659K	Sell	3,395 -65	-2%	-$11.9K	0.06%	102
2022 Q4	$601K	Buy	3,460 +1,490	+76%	+$258K	0.06%	105
2022 Q3	$318K	Buy	+1,970	New	+$373K	0.04%	139

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GM Advisory Group sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 26,403 shares — an estimated $2.62M sold.

GM Advisory Group first reported a position in UPS in Q3 2022 and held it in 12 quarters. The position peaked at $2.62M in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

GM Advisory Group reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
GM Advisory Group sold 26,403 United Parcel Service shares in Q1 2026, an estimated $2.62M.
GM Advisory Group first reported a position in United Parcel Service in Q3 2022 and held it in 12 quarters.
GM Advisory Group's United Parcel Service position peaked at $2.62M in Q4 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.