OneDigital Investment Advisors’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
Q2 | $6.2M | Buy |
57,630
+3,320
| +6% | +$345K | 0.05% | 277 |
|
|
2026
Q1 | $5.34M | Sell |
54,310
-53
| -0.1% | -$5.68K | 0.05% | 274 |
|
|
2025
Q4 | $5.39M | Buy |
54,363
+31,680
| +140% | +$2.96M | 0.05% | 264 |
|
|
2025
Q3 | $1.89M | Sell |
22,683
-4,837
| -18% | -$438K | 0.02% | 453 |
|
|
2025
Q2 | $2.78M | Sell |
27,520
-1,275
| -4% | -$125K | 0.03% | 342 |
|
|
2025
Q1 | $3.17M | Sell |
28,795
-4,281
| -13% | -$512K | 0.04% | 305 |
|
|
2024
Q4 | $4.17M | Buy |
33,076
+6,886
| +26% | +$906K | 0.05% | 274 |
|
|
2024
Q3 | $3.57M | Buy |
26,190
+13,437
| +105% | +$1.76M | 0.04% | 306 |
|
|
2024
Q2 | $1.75M | Buy |
12,753
+1,094
| +9% | +$157K | 0.02% | 455 |
|
|
2024
Q1 | $1.73M | Buy |
11,659
+642
| +6% | +$97.6K | 0.03% | 370 |
|
|
2023
Q4 | $1.73M | Buy |
11,017
+1,757
| +19% | +$266K | 0.03% | 345 |
|
|
2023
Q3 | $1.44M | Sell |
9,260
-1,301
| -12% | -$225K | 0.03% | 346 |
|
|
2023
Q2 | $1.89M | Buy |
10,561
+7
| +0.1% | +$1.24K | 0.04% | 287 |
|
|
2023
Q1 | $2.05M | Buy |
10,554
+1,305
| +14% | +$239K | 0.05% | 271 |
|
|
2022
Q4 | $1.61M | Buy |
9,249
+940
| +11% | +$163K | 0.05% | 284 |
|
|
2022
Q3 | $1.34M | Buy |
8,309
+1,933
| +30% | +$366K | 0.05% | 244 |
|
|
2022
Q2 | $1.16M | Sell |
6,376
-4,210
| -40% | -$768K | 0.05% | 230 |
|
|
2022
Q1 | $2.27M | Buy |
10,586
+2,862
| +37% | +$608K | 0.09% | 152 |
|
|
2021
Q4 | $1.66M | Sell |
7,724
-326
| -4% | -$66.3K | 0.06% | 200 |
|
|
2021
Q3 | $1.47M | Sell |
8,050
-1,014
| -11% | -$200K | 0.06% | 199 |
|
|
2021
Q2 | $1.89M | Buy |
9,064
+62
| +0.7% | +$12.4K | 0.08% | 168 |
|
|
2021
Q1 | $1.53M | Buy |
9,002
+544
| +6% | +$88K | 0.07% | 190 |
|
|
2020
Q4 | $1.42M | Buy |
8,458
+5,933
| +235% | +$1M | 0.07% | 188 |
|
|
2020
Q3 | $421K | Sell |
2,525
-1,278
| -34% | -$186K | 0.03% | 341 |
|
|
2020
Q2 | $423K | Buy |
3,803
+489
| +15% | +$48.8K | 0.03% | 349 |
|
|
2020
Q1 | $310K | Sell |
3,314
-261
| -7% | -$27K | 0.03% | 366 |
|
|
2019
Q4 | $418K | Sell |
3,575
-46
| -1% | -$5.45K | 0.03% | 343 |
|
|
2019
Q3 | $434K | Buy |
3,621
+160
| +5% | +$18.3K | 0.04% | 305 |
|
|
2019
Q2 | $357K | Buy |
3,461
+2,319
| +203% | +$241K | 0.03% | 305 |
|
|
2019
Q1 | $128K | Buy |
1,142
+11
| +1% | +$1.17K | 0.02% | 337 |
|
|
2018
Q4 | $110K | Sell |
1,131
-605
| -35% | -$65.6K | 0.02% | 320 |
|
|
2018
Q3 | $203K | Buy |
1,736
+11
| +0.6% | +$1.29K | 0.05% | 183 |
|
|
2018
Q2 | $184K | Buy |
1,725
+80
| +5% | +$8.99K | 0.04% | 229 |
|
|
2018
Q1 | $172K | Buy |
1,645
+410
| +33% | +$47.4K | 0.04% | 245 |
|
|
2017
Q4 | $147K | Buy |
1,235
+418
| +51% | +$49.1K | 0.02% | 268 |
|
|
2017
Q3 | $98K | Sell |
817
-378
| -32% | -$43K | 0.04% | 235 |
|
|
2017
Q2 | $132K | Buy |
+1,195
| New | +$128K | 0.04% | 259 |
|
Other funds holding UPS
OneDigital Investment Advisors's UPS Position: Q2 2026 in Review
OneDigital Investment Advisors increased its United Parcel Service (UPS) stake by 6.1% in Q2 2026, buying an estimated $345K and bringing the position to 57,630 shares worth $6.2M. The position accounts for 0.05% of the portfolio, ranked #277.
OneDigital Investment Advisors first reported a position in UPS in Q2 2017 and has held it in 37 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- OneDigital Investment Advisors held 57,630 shares of United Parcel Service worth $6.2M as of Q2 2026.
- OneDigital Investment Advisors bought 3,320 United Parcel Service shares in Q2 2026, an estimated $345K.
- United Parcel Service made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #277 holding.
- OneDigital Investment Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 37 quarters since.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.