Level Four Advisory Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.71M | Buy |
58,081
+11,449
| +25% | +$1.23M | 0.19% | 155 |
|
|
2025
Q4 | $4.63M | Sell |
46,632
-7,787
| -14% | -$728K | 0.15% | 179 |
|
|
2025
Q3 | $4.55M | Sell |
54,419
-4,438
| -8% | -$402K | 0.16% | 180 |
|
|
2025
Q2 | $5.94M | Buy |
58,857
+1,929
| +3% | +$190K | 0.22% | 126 |
|
|
2025
Q1 | $6.26M | Buy |
56,928
+13,971
| +33% | +$1.67M | 0.26% | 110 |
|
|
2024
Q4 | $5.42M | Sell |
42,957
-8,859
| -17% | -$1.17M | 0.22% | 123 |
|
|
2024
Q3 | $6.95M | Buy |
51,816
+39,488
| +320% | +$5.18M | 0.29% | 86 |
|
|
2024
Q2 | $1.69M | Buy |
12,328
+1,555
| +14% | +$223K | 0.08% | 257 |
|
|
2024
Q1 | $1.69M | Hold |
10,773
| – | – | 0.09% | 230 |
|
|
2023
Q4 | $1.69M | Buy |
10,773
+493
| +5% | +$74.5K | 0.1% | 227 |
|
|
2023
Q3 | $1.6M | Sell |
10,280
-41
| -0.4% | -$7.08K | 0.1% | 216 |
|
|
2023
Q2 | $1.85M | Buy |
10,321
+1,530
| +17% | +$272K | 0.11% | 199 |
|
|
2023
Q1 | $1.71M | Buy |
8,791
+3,385
| +63% | +$621K | 0.11% | 199 |
|
|
2022
Q4 | $940K | Buy |
5,406
+4,057
| +301% | +$702K | 0.07% | 255 |
|
|
2022
Q3 | $218K | Sell |
1,349
-2,200
| -62% | -$417K | 0.02% | 482 |
|
|
2022
Q2 | $648K | Sell |
3,549
-246
| -6% | -$44.9K | 0.06% | 289 |
|
|
2022
Q1 | $814K | Buy |
3,795
+2,097
| +123% | +$446K | 0.06% | 283 |
|
|
2021
Q4 | $364K | Buy |
+1,698
| New | +$345K | 0.03% | 474 |
|
|
2021
Q3 | – | Sell |
-4,605
| Closed | -$958K | – | 640 |
|
|
2021
Q2 | $958K | Sell |
4,605
-486
| -10% | -$97.2K | 0.07% | 273 |
|
|
2021
Q1 | $865K | Sell |
5,091
-2,798
| -35% | -$453K | 0.07% | 287 |
|
|
2020
Q4 | $1.33M | Sell |
7,889
-157
| -2% | -$26.5K | 0.11% | 197 |
|
|
2020
Q3 | $1.34M | Sell |
8,046
-1,006
| -11% | -$146K | 0.1% | 198 |
|
|
2020
Q2 | $1M | Buy |
9,052
+3,088
| +52% | +$308K | 0.08% | 257 |
|
|
2020
Q1 | $556K | Buy |
5,964
+320
| +6% | +$33.2K | 0.07% | 303 |
|
|
2019
Q4 | $662K | Buy |
5,644
+1,594
| +39% | +$189K | 0.03% | 345 |
|
|
2019
Q3 | $486K | Sell |
4,050
-226
| -5% | -$25.8K | 0.05% | 326 |
|
|
2019
Q2 | $442K | Buy |
4,276
+174
| +4% | +$18.1K | 0.04% | 346 |
|
|
2019
Q1 | $459K | Sell |
4,102
-1,201
| -23% | -$127K | 0.05% | 333 |
|
|
2018
Q4 | $517K | Buy |
5,303
+1,530
| +41% | +$166K | 0.06% | 287 |
|
|
2018
Q3 | $440K | Sell |
3,773
-1,557
| -29% | -$183K | 0.05% | 368 |
|
|
2018
Q2 | $566K | Sell |
5,330
-315
| -6% | -$35.4K | 0.04% | 354 |
|
|
2018
Q1 | $591K | Buy |
5,645
+1,271
| +29% | +$147K | 0.05% | 337 |
|
|
2017
Q4 | $521K | Sell |
4,374
-172
| -4% | -$20.2K | 0.04% | 352 |
|
|
2017
Q3 | $546K | Buy |
+4,546
| New | +$517K | 0.05% | 324 |
|
|
2017
Q2 | – | Sell |
-2,788
| Closed | -$298K | – | 493 |
|
|
2017
Q1 | $298K | Buy |
+2,788
| New | +$305K | 0.03% | 416 |
|
Other funds holding UPS
VCM
VPM
Level Four Advisory Services's UPS Position: Q1 2026 in Review
Level Four Advisory Services increased its United Parcel Service (UPS) stake by 25% in Q1 2026, buying an estimated $1.23M and bringing the position to 58,081 shares worth $5.71M. The position accounts for 0.19% of the portfolio, ranked #155.
Level Four Advisory Services first reported a position in UPS in Q1 2017 and has held it in 35 quarters since. The position peaked at $6.95M in Q3 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Level Four Advisory Services held 58,081 shares of United Parcel Service worth $5.71M as of Q1 2026.
- Level Four Advisory Services bought 11,449 United Parcel Service shares in Q1 2026, an estimated $1.23M.
- United Parcel Service made up 0.19% of Level Four Advisory Services's portfolio in Q1 2026, its #155 holding.
- Level Four Advisory Services first reported a position in United Parcel Service in Q1 2017 and has held it in 35 quarters since.
- Level Four Advisory Services's United Parcel Service position peaked at $6.95M in Q3 2024.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.