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New Age Alpha Advisors’s United Parcel Service UPS Stock Holding History

New Age Alpha 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 		$490K Buy
+4,558
New +$474K 0.02% 620
2025
Q4 		– Sell
-6,540
Closed -$546K – 919
2025
Q3 		$546K Sell
6,540
-162
-2% -$14.7K 0.02% 487
2025
Q2 		$677K Buy
+6,702
New +$659K 0.03% 455

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

New Age Alpha Advisors's UPS Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 4,558 shares worth $490K. The stake represents 0.02% of the portfolio and ranks #620 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in UPS as recently as Q3 2025.

New Age Alpha Advisors first reported a position in UPS in Q2 2025 and has held it in 3 quarters since. The position peaked at $677K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • New Age Alpha Advisors held 4,558 shares of United Parcel Service worth $490K as of Q2 2026.
  • United Parcel Service was a new New Age Alpha Advisors position in Q2 2026.
  • United Parcel Service made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #620 holding.
  • New Age Alpha Advisors first reported a position in United Parcel Service in Q2 2025 and has held it in 3 quarters since.
  • New Age Alpha Advisors's United Parcel Service position peaked at $677K in Q2 2025.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.