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Pathway Financial Advisers’s United Parcel Service UPS Stock Holding History

Pathway Financial Advisers’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
-14,129
Closed -$1.4M – 175
2025
Q4 		$1.4M Sell
14,129
-468
-3% -$43.8K 0.41% 83
2025
Q3 		$1.21M Sell
14,597
-3,550
-20% -$322K 0.35% 87
2025
Q2 		$1.83M Sell
18,147
-30
-0.2% -$2.95K 0.59% 62
2025
Q1 		$2M Buy
18,177
+1,185
+7% +$142K 0.69% 52
2024
Q4 		$2.14M Sell
16,992
-134
-0.8% -$17.6K 0.72% 45
2024
Q3 		$2.33M Buy
17,126
+1,207
+8% +$158K 1.06% 32
2024
Q2 		$2.17M Sell
15,919
-166
-1% -$23.8K 0.78% 42
2024
Q1 		$2.39M Buy
16,085
+234
+1% +$35.6K 0.86% 38
2023
Q4 		$2.49M Sell
15,851
-456
-3% -$68.9K 0.95% 32
2023
Q3 		$2.54M Buy
+16,307
New +$2.81M 1.05% 30
2023
Q1 		$3.1M Buy
15,955
+496
+3% +$91K 1.24% 23
2022
Q4 		$2.69M Buy
+15,459
New +$2.68M 1.09% 28

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathway Financial Advisers's UPS Position: Q1 2026 in Review

Pathway Financial Advisers sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 14,129 shares — an estimated $1.4M sold.

Pathway Financial Advisers first reported a position in UPS in Q4 2022 and held it in 12 quarters. The position peaked at $3.1M in Q1 2023. 2,109 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Pathway Financial Advisers reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Pathway Financial Advisers sold 14,129 United Parcel Service shares in Q1 2026, an estimated $1.4M.
  • Pathway Financial Advisers first reported a position in United Parcel Service in Q4 2022 and held it in 12 quarters.
  • Pathway Financial Advisers's United Parcel Service position peaked at $3.1M in Q1 2023.
  • 2,109 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.