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

Pathway Financial 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
-2,863
Closed -$301K – 149
2025
Q4 		$301K Buy
2,863
+18
+0.6% +$1.68K 0.04% 115
2025
Q3 		$238K Buy
2,845
+45
+2% +$4.08K 0.03% 131
2025
Q2 		$283K Sell
2,800
-760
-21% -$74.8K 0.04% 110
2025
Q1 		$392K Hold
3,560
– – 0.07% 113
2024
Q4 		$449K Sell
3,560
-14
-0.4% -$1.84K 0.1% 100
2024
Q3 		$487K Buy
3,574
+14
+0.4% +$1.84K 0.13% 92
2024
Q2 		$487K Sell
3,560
-31
-0.9% -$4.44K 0.13% 91
2024
Q1 		$534K Buy
3,591
+31
+0.9% +$4.71K 0.14% 83
2023
Q4 		$560K Hold
3,560
– – 0.16% 72
2023
Q3 		$555K Hold
3,560
– – 0.19% 58
2023
Q2 		$638K Hold
3,560
– – 0.21% 53
2023
Q1 		$691K Hold
3,560
– – 0.23% 52
2022
Q4 		$619K Sell
3,560
-7,246
-67% -$1.25M 0.19% 54
2022
Q3 		$1.75M Hold
10,806
– – 0.6% 19
2022
Q2 		$1.97M Buy
10,806
+9,626
+816% +$1.76M 0.82% 19
2022
Q1 		$253K Hold
1,180
– – 0.09% 120
2021
Q4 		$239K Buy
+1,180
New +$240K 0.09% 122
2021
Q1 		$286K Hold
1,339
– – 0.11% 93
2020
Q4 		$211K Sell
1,339
-166
-11% -$28K 0.09% 107
2020
Q3 		$252K Buy
+1,505
New +$219K 0.1% 89
2020
Q1 		– Sell
-1,980
Closed -$232K – 122
2019
Q4 		$232K Buy
+1,980
New +$234K 0.07% 115
2018
Q3 		– Sell
-760
Closed -$81K – 363
2018
Q2 		$81K Hold
760
– – 0.05% 178
2018
Q1 		$80K Hold
760
– – 0.05% 187
2017
Q4 		$91K Buy
+760
New +$89.3K 0.05% 172

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

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

Pathway Financial Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,863 shares — an estimated $301K sold.

Pathway Financial Advisors first reported a position in UPS in Q4 2017 and held it in 24 quarters. The position peaked at $1.97M in Q2 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Pathway Financial Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,863 United Parcel Service shares in Q1 2026, an estimated $301K.
  • Pathway Financial Advisors first reported a position in United Parcel Service in Q4 2017 and held it in 24 quarters.
  • Pathway Financial Advisors's United Parcel Service position peaked at $1.97M in Q2 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Pathway Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.