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Great Valley Advisor Group’s United Parcel Service UPS Stock Holding History

Great Valley Advisor 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 		$1.25M Sell
12,663
-331
-3% -$35.5K 0.02% 469
2025
Q4 		$1.29M Buy
12,994
+1,155
+10% +$108K 0.02% 433
2025
Q3 		$988K Buy
11,839
+1,438
+14% +$130K 0.02% 478
2025
Q2 		$1.05M Sell
10,401
-1,523
-13% -$150K 0.02% 451
2025
Q1 		$1.31M Sell
11,924
-620
-5% -$74.1K 0.03% 392
2024
Q4 		$1.58M Sell
12,544
-8,504
-40% -$1.12M 0.04% 351
2024
Q3 		$2.87M Sell
21,048
-13,658
-39% -$1.79M 0.07% 259
2024
Q2 		$4.75M Buy
34,706
+21,048
+154% +$3.01M 0.13% 167
2024
Q1 		$2.03M Sell
13,658
-24,686
-64% -$3.75M 0.06% 272
2023
Q4 		$6.03M Sell
38,344
-635
-2% -$96K 0.21% 121
2023
Q3 		$6.08M Buy
38,979
+4,381
+13% +$756K 0.25% 104
2023
Q2 		$6.2M Buy
34,598
+3,917
+13% +$695K 0.26% 101
2023
Q1 		$5.95M Buy
30,681
+15,535
+103% +$2.85M 0.28% 97
2022
Q4 		$2.63M Sell
15,146
-1,009
-6% -$175K 0.13% 171
2022
Q3 		$2.61M Buy
16,155
+54
+0.3% +$10.2K 0.15% 159
2022
Q2 		$2.94M Buy
16,101
+1,590
+11% +$290K 0.16% 152
2022
Q1 		$3.11M Buy
14,511
+1,375
+10% +$292K 0.18% 143
2021
Q4 		$2.51M Buy
13,136
+10
+0.1% +$2.03K 0.16% 154
2021
Q3 		$2.39M Buy
13,126
+220
+2% +$43.4K 0.16% 149
2021
Q2 		$2.33M Buy
12,906
+146
+1% +$29.2K 0.17% 149
2021
Q1 		$2.17M Sell
12,760
-1,013
-7% -$164K 0.21% 121
2020
Q4 		$2.32M Buy
13,773
+215
+2% +$36.3K 0.24% 93
2020
Q3 		$2.26M Buy
13,558
+291
+2% +$42.4K 0.28% 83
2020
Q2 		$1.48M Buy
13,267
+670
+5% +$66.9K 0.24% 116
2020
Q1 		$1.18M Sell
12,597
-512
-4% -$53K 0.31% 98
2019
Q4 		$1.53M Buy
13,109
+109
+0.8% +$12.9K 0.34% 87
2019
Q3 		$1.56M Buy
13,000
+835
+7% +$95.5K 0.38% 83
2019
Q2 		$1.26M Buy
12,165
+9,072
+293% +$944K 0.32% 96
2019
Q1 		$346K Buy
3,093
+1
+0% +$106 0.11% 203
2018
Q4 		$302K Buy
+3,092
New +$335K 0.11% 166

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Great Valley Advisor Group's UPS Position: Q1 2026 in Review

Great Valley Advisor Group reduced its United Parcel Service (UPS) stake by 2.5% in Q1 2026, selling an estimated $35.5K and leaving 12,663 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #469.

Great Valley Advisor Group first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.2M in Q2 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Great Valley Advisor Group held 12,663 shares of United Parcel Service worth $1.25M as of Q1 2026.
  • Great Valley Advisor Group sold 331 United Parcel Service shares in Q1 2026, an estimated $35.5K.
  • United Parcel Service made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #469 holding.
  • Great Valley Advisor Group first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's United Parcel Service position peaked at $6.2M in Q2 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.