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Legacy Financial Advisors’s United Parcel Service UPS Stock Holding History

Legacy Financial 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 		$618K Buy
5,745
+22
+0.4% +$2.29K 0.08% 209
2026
Q1 		$563K Sell
5,723
-73
-1% -$7.83K 0.08% 211
2025
Q4 		$575K Buy
5,796
+393
+7% +$36.8K 0.08% 201
2025
Q3 		$451K Buy
5,403
+64
+1% +$5.8K 0.06% 243
2025
Q2 		$539K Sell
5,339
-5,491
-51% -$540K 0.08% 191
2025
Q1 		$1.19M Sell
10,830
-216
-2% -$25.8K 0.2% 92
2024
Q4 		$1.39M Buy
11,046
+2,183
+25% +$287K 0.23% 73
2024
Q3 		$1.21M Buy
8,863
+220
+3% +$28.9K 0.2% 81
2024
Q2 		$1.18M Buy
8,643
+2,304
+36% +$330K 0.21% 74
2024
Q1 		$942K Sell
6,339
-620
-9% -$94.2K 0.17% 101
2023
Q4 		$1.09M Buy
6,959
+1,704
+32% +$258K 0.21% 78
2023
Q3 		$819K Sell
5,255
-1,238
-19% -$214K 0.16% 83
2023
Q2 		$1.16M Buy
6,493
+424
+7% +$75.3K 0.22% 60
2023
Q1 		$1.18M Buy
6,069
+557
+10% +$102K 0.24% 52
2022
Q4 		$958K Buy
5,512
+595
+12% +$103K 0.21% 61
2022
Q3 		$794K Buy
4,917
+339
+7% +$64.2K 0.19% 60
2022
Q2 		$836K Sell
4,578
-122
-3% -$22.3K 0.21% 55
2022
Q1 		$1.01M Buy
4,700
+46
+1% +$9.77K 0.23% 48
2021
Q4 		$998K Buy
4,654
+376
+9% +$76.5K 0.23% 49
2021
Q3 		$779K Buy
4,278
+211
+5% +$41.6K 0.19% 50
2021
Q2 		$846K Buy
4,067
+592
+17% +$118K 0.21% 42
2021
Q1 		$591K Buy
3,475
+568
+20% +$91.9K 0.16% 56
2020
Q4 		$490K Sell
2,907
-411
-12% -$69.4K 0.14% 62
2020
Q3 		$553K Buy
+3,318
New +$483K 0.17% 52
2019
Q2 		– Sell
-1,431
Closed -$160K – 864
2019
Q1 		$160K Buy
1,431
+521
+57% +$55.3K 0.05% 121
2018
Q4 		$89K Sell
910
-20
-2% -$2.17K 0.03% 152
2018
Q3 		$108K Sell
930
-88
-9% -$10.4K 0.04% 163
2018
Q2 		$111K Sell
1,018
-20
-2% -$2.25K 0.04% 158
2018
Q1 		$110K Sell
1,038
-35
-3% -$4.04K 0.04% 157
2017
Q4 		$127K Buy
+1,073
New +$126K 0.05% 156

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

Legacy Financial Advisors's UPS Position: Q2 2026 in Review

Legacy Financial Advisors increased its United Parcel Service (UPS) stake by 0.38% in Q2 2026, buying an estimated $2.29K and bringing the position to 5,745 shares worth $618K. The position accounts for 0.08% of the portfolio, ranked #209.

Legacy Financial Advisors first reported a position in UPS in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.39M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Legacy Financial Advisors held 5,745 shares of United Parcel Service worth $618K as of Q2 2026.
  • Legacy Financial Advisors bought 22 United Parcel Service shares in Q2 2026, an estimated $2.29K.
  • United Parcel Service made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #209 holding.
  • Legacy Financial Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 30 quarters since.
  • Legacy Financial Advisors's United Parcel Service position peaked at $1.39M in Q4 2024.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.