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MONECO Advisors’s United Parcel Service UPS Stock Holding History

MONECO 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 		$375K Buy
3,492
+358
+11% +$37.2K 0.02% 423
2026
Q1 		$308K Buy
3,134
+272
+10% +$29.2K 0.02% 396
2025
Q4 		$284K Buy
+2,862
New +$268K 0.02% 412
2025
Q3 		– Sell
-2,153
Closed -$217K – 514
2025
Q2 		$217K Sell
2,153
-1,098
-34% -$108K 0.02% 446
2025
Q1 		$358K Buy
+3,251
New +$389K 0.04% 334
2023
Q3 		– Sell
-1,139
Closed -$204K – 352
2023
Q2 		$204K Sell
1,139
-760
-40% -$135K 0.06% 326
2023
Q1 		$368K Buy
+1,899
New +$348K 0.11% 212
2022
Q1 		– Sell
-881
Closed -$201K – 259
2021
Q4 		$201K Buy
+881
New +$179K 0.08% 234

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

MONECO Advisors's UPS Position: Q2 2026 in Review

MONECO Advisors increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $37.2K and bringing the position to 3,492 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #423.

MONECO Advisors first reported a position in UPS in Q4 2021 and has held it in 8 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • MONECO Advisors held 3,492 shares of United Parcel Service worth $375K as of Q2 2026.
  • MONECO Advisors bought 358 United Parcel Service shares in Q2 2026, an estimated $37.2K.
  • United Parcel Service made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #423 holding.
  • MONECO Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 8 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.