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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
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 $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

Paces Ferry Wealth Advisors's UPS Position: Q1 2026 in Review

Paces Ferry Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 3,083 shares — an estimated $306K sold.

Paces Ferry Wealth Advisors first reported a position in UPS in Q3 2020 and held it in 22 quarters. The position peaked at $1.14M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Paces Ferry Wealth Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 3,083 United Parcel Service shares in Q1 2026, an estimated $306K.
  • Paces Ferry Wealth Advisors first reported a position in United Parcel Service in Q3 2020 and held it in 22 quarters.
  • Paces Ferry Wealth Advisors's United Parcel Service position peaked at $1.14M in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.