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Moneta Group Investment Advisors’s United Parcel Service UPS Stock Holding History

Moneta Group Investment 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
Q1 		$7.72M Sell
78,481
-765
-1% -$82K 0.06% 124
2025
Q4 		$7.86M Sell
79,246
-2,266
-3% -$212K 0.06% 123
2025
Q3 		$6.81M Sell
81,512
-343
-0.4% -$31.1K 0.05% 133
2025
Q2 		$8.26M Sell
81,855
-86
-0.1% -$8.46K 0.1% 107
2025
Q1 		$9.01M Sell
81,941
-479
-0.6% -$57.3K 0.12% 97
2024
Q4 		$10.4M Sell
82,420
-649
-0.8% -$85.4K 0.15% 94
2024
Q3 		$11.3M Buy
83,069
+172
+0.2% +$22.6K 0.16% 80
2024
Q2 		$11.3M Sell
82,897
-366
-0.4% -$52.4K 0.18% 75
2024
Q1 		$12.4M Buy
83,263
+77,019
+1,233% +$11.7M 0.2% 70
2023
Q4 		$982K Sell
6,244
-37
-0.6% -$5.59K 0.02% 242
2023
Q3 		$979K Buy
6,281
+130
+2% +$22.4K 0.02% 225
2023
Q2 		$1.1M Buy
6,151
+1,176
+24% +$209K 0.02% 215
2023
Q1 		$965K Buy
4,975
+909
+22% +$167K 0.02% 216
2022
Q4 		$753K Buy
4,066
+86
+2% +$14.9K 0.02% 236
2022
Q3 		$643K Sell
3,980
-967
-20% -$183K 0.02% 241
2022
Q2 		$903K Buy
4,947
+168
+4% +$30.6K 0.03% 215
2022
Q1 		$1.02M Buy
4,779
+1,383
+41% +$294K 0.04% 202
2021
Q4 		$728K Sell
3,396
-7,499
-69% -$1.53M 0.03% 246
2021
Q3 		$1.98M Sell
10,895
-59
-0.5% -$11.6K 0.09% 127
2021
Q2 		$2.28M Buy
10,954
+859
+9% +$172K 0.1% 128
2021
Q1 		$1.72M Buy
10,095
+422
+4% +$68.3K 0.09% 132
2020
Q4 		$1.63M Buy
9,673
+371
+4% +$62.6K 0.12% 112
2020
Q3 		$1.55M Sell
9,302
-511
-5% -$74.4K 0.13% 95
2020
Q2 		$1.09M Buy
9,813
+725
+8% +$72.4K 0.1% 109
2020
Q1 		$849K Buy
9,088
+7,636
+526% +$791K 0.09% 118
2019
Q4 		$170K Buy
1,452
+242
+20% +$28.6K 0.01% 247
2019
Q3 		$145K Buy
+1,210
New +$138K 0.01% 248
2018
Q2 		– Sell
-505
Closed -$53K – 630
2018
Q1 		$53K Sell
505
-3,321
-87% -$384K 0.01% 317
2017
Q4 		$456K Sell
3,826
-120
-3% -$14.1K 0.07% 132
2017
Q3 		$474K Buy
3,946
+1,121
+40% +$127K 0.07% 125
2017
Q2 		$312K Buy
+2,825
New +$302K 0.05% 161
2016
Q3 		– Sell
-4,720
Closed -$508K – 158
2016
Q2 		$508K Buy
4,720
+870
+23% +$90.6K 0.11% 108
2016
Q1 		$406K Buy
+3,850
New +$374K 0.09% 119
2015
Q4 		– Sell
-2,070
Closed -$204K – 400
2015
Q3 		$204K Buy
+2,070
New +$204K 0.06% 123
2015
Q1 		– Sell
-2,055
Closed -$228K – 146
2014
Q4 		$228K Sell
2,055
-1,269
-38% -$134K 0.11% 128
2014
Q3 		$327K Sell
3,324
-3,491
-51% -$347K 0.17% 100
2014
Q2 		$700K Buy
6,815
+615
+10% +$61.8K 0.38% 46
2014
Q1 		$604K Buy
6,200
+3,510
+130% +$342K 0.36% 45
2013
Q4 		$283K Buy
+2,690
New +$265K 0.17% 98

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

Moneta Group Investment Advisors's UPS Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its United Parcel Service (UPS) stake by 0.97% in Q1 2026, selling an estimated $82K and leaving 78,481 shares worth $7.72M. The position accounts for 0.06% of the portfolio, ranked #124.

Moneta Group Investment Advisors first reported a position in UPS in Q4 2013 and has held it in 39 quarters since. The position peaked at $12.4M in Q1 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Moneta Group Investment Advisors held 78,481 shares of United Parcel Service worth $7.72M as of Q1 2026.
  • Moneta Group Investment Advisors sold 765 United Parcel Service shares in Q1 2026, an estimated $82K.
  • United Parcel Service made up 0.06% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #124 holding.
  • Moneta Group Investment Advisors first reported a position in United Parcel Service in Q4 2013 and has held it in 39 quarters since.
  • Moneta Group Investment Advisors's United Parcel Service position peaked at $12.4M in Q1 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.