NEWAS
UPS icon

N.E.W. Advisory Services’s United Parcel Service UPS Stock Holding History

N.E.W. Advisory Services’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 		$1.22M Sell
11,307
-1,624
-13% -$169K 0.08% 91
2026
Q1 		$1.27M Buy
12,931
+573
+5% +$61.5K 0.1% 84
2025
Q4 		$1.23M Buy
12,358
+3,254
+36% +$304K 0.09% 85
2025
Q3 		$760K Buy
9,104
+1,402
+18% +$127K 0.07% 96
2025
Q2 		$777K Buy
7,702
+2,958
+62% +$291K 0.08% 88
2025
Q1 		$522K Buy
4,744
+405
+9% +$48.4K 0.04% 126
2024
Q4 		$547K Buy
4,339
+376
+9% +$49.5K 0.05% 109
2024
Q3 		$540K Buy
3,963
+1,593
+67% +$209K 0.05% 105
2024
Q2 		$324K Buy
2,370
+332
+16% +$47.5K 0.04% 135
2024
Q1 		$303K Buy
2,038
+53
+3% +$8.06K 0.03% 136
2023
Q4 		$312K Sell
1,985
-57
-3% -$8.62K 0.04% 126
2023
Q3 		$318K Buy
2,042
+163
+9% +$28.1K 0.05% 118
2023
Q2 		$337K Buy
1,879
+5
+0.3% +$888 0.05% 103
2023
Q1 		$364K Buy
1,874
+20
+1% +$3.67K 0.05% 98
2022
Q4 		$322K Sell
1,854
-371
-17% -$64.2K 0.05% 99
2022
Q3 		$359K Sell
2,225
-269
-11% -$50.9K 0.07% 87
2022
Q2 		$455K Sell
2,494
-52
-2% -$9.48K 0.08% 75
2022
Q1 		$433K Sell
2,546
-90
-3% -$19.1K 0.08% 83
2021
Q4 		$565K Buy
2,636
+32
+1% +$6.51K 0.09% 76
2021
Q3 		$474K Buy
2,604
+55
+2% +$10.9K 0.08% 83
2021
Q2 		$527K Buy
2,549
+3
+0.1% +$600 0.09% 81
2021
Q1 		$437K Buy
2,546
+416
+20% +$67.3K 0.08% 84
2020
Q4 		$359K Buy
+2,130
New +$359K 0.08% 101

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

N.E.W. Advisory Services's UPS Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its United Parcel Service (UPS) stake by 13% in Q2 2026, selling an estimated $169K and leaving 11,307 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #91.

N.E.W. Advisory Services first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q1 2026. 1,492 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • N.E.W. Advisory Services held 11,307 shares of United Parcel Service worth $1.22M as of Q2 2026.
  • N.E.W. Advisory Services sold 1,624 United Parcel Service shares in Q2 2026, an estimated $169K.
  • United Parcel Service made up 0.08% of N.E.W. Advisory Services's portfolio in Q2 2026, its #91 holding.
  • N.E.W. Advisory Services first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • N.E.W. Advisory Services's United Parcel Service position peaked at $1.27M in Q1 2026.
  • 1,492 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.