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Paces Ferry Wealth Advisors’s United Parcel Service UPS Stock Holding History

Paces Ferry Wealth 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 		$234K Buy
+2,180
New +$227K 0.09% 125
2026
Q1 		– Sell
-3,083
Closed -$306K – 142
2025
Q4 		$306K Sell
3,083
-571
-16% -$53.4K 0.12% 96
2025
Q3 		$305K Sell
3,654
-521
-12% -$47.2K 0.13% 97
2025
Q2 		$421K Buy
4,175
+19
+0.5% +$1.87K 0.19% 70
2025
Q1 		$457K Buy
4,156
+974
+31% +$116K 0.23% 63
2024
Q4 		$401K Sell
3,182
-832
-21% -$110K 0.2% 72
2024
Q3 		$547K Sell
4,014
-300
-7% -$39.4K 0.31% 53
2024
Q2 		$590K Buy
4,314
+563
+15% +$80.6K 0.36% 50
2024
Q1 		$558K Sell
3,751
-282
-7% -$42.9K 0.36% 53
2023
Q4 		$634K Sell
4,033
-49
-1% -$7.41K 0.44% 50
2023
Q3 		$636K Sell
4,082
-95
-2% -$16.4K 0.5% 44
2023
Q2 		$749K Sell
4,177
-15
-0.4% -$2.66K 0.56% 42
2023
Q1 		$813K Sell
4,192
-757
-15% -$139K 0.66% 40
2022
Q4 		$860K Sell
4,949
-220
-4% -$38.1K 0.84% 34
2022
Q3 		$835K Sell
5,169
-9
-0.2% -$1.7K 0.91% 29
2022
Q2 		$945K Sell
5,178
-129
-2% -$23.5K 0.93% 27
2022
Q1 		$1.14M Sell
5,307
-8
-0.2% -$1.7K 0.9% 29
2021
Q4 		$1.14M Sell
5,315
-230
-4% -$46.8K 0.82% 31
2021
Q3 		$1.01M Buy
5,545
+130
+2% +$25.7K 0.81% 31
2021
Q2 		$1.13M Sell
5,415
-19
-0.3% -$3.8K 0.86% 31
2021
Q1 		$924K Buy
5,434
+3
+0.1% +$485 0.8% 33
2020
Q4 		$915K Buy
5,431
+68
+1% +$11.5K 0.84% 32
2020
Q3 		$894K Buy
+5,363
New +$781K 0.78% 32

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 $3.38T AUM 44.17% 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

Paces Ferry Wealth Advisors's UPS Position: Q2 2026 in Review

Paces Ferry Wealth Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 2,180 shares worth $234K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings. This is a return to the name: Paces Ferry Wealth Advisors previously reported a position in UPS as recently as Q4 2025.

Paces Ferry Wealth Advisors first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q4 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Paces Ferry Wealth Advisors held 2,180 shares of United Parcel Service worth $234K as of Q2 2026.
  • United Parcel Service was a new Paces Ferry Wealth Advisors position in Q2 2026.
  • United Parcel Service made up 0.09% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Paces Ferry Wealth Advisors first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's United Parcel Service position peaked at $1.14M in Q4 2021.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.