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PFG Advisors’s United Parcel Service UPS Stock Holding History

PFG 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 		$254K Buy
+2,361
New +$245K 0.01% 711
2025
Q4 		– Sell
-2,706
Closed -$226K – 865
2025
Q3 		$226K Buy
+2,706
New +$245K 0.01% 770
2024
Q3 		– Sell
-1,769
Closed -$242K – 723
2024
Q2 		$242K Buy
+1,769
New +$253K 0.02% 609
2024
Q1 		– Sell
-1,499
Closed -$236K – 670
2023
Q4 		$236K Sell
1,499
-195
-12% -$29.5K 0.02% 551
2023
Q3 		$264K Sell
1,694
-12,948
-88% -$2.23M 0.02% 492
2023
Q2 		$2.62M Sell
14,642
-671
-4% -$119K 0.2% 131
2023
Q1 		$2.97M Sell
15,313
-1,429
-9% -$262K 0.25% 109
2022
Q4 		$2.91M Buy
16,742
+20
+0.1% +$3.46K 0.29% 86
2022
Q3 		$2.7M Sell
16,722
-386
-2% -$73.1K 0.31% 79
2022
Q2 		$3.12M Sell
17,108
-135
-0.8% -$24.6K 0.35% 56
2022
Q1 		$3.7M Buy
17,243
+513
+3% +$109K 0.37% 53
2021
Q4 		$3.59M Buy
16,730
+105
+0.6% +$21.4K 0.35% 63
2021
Q3 		$3.03M Buy
16,625
+162
+1% +$32K 0.33% 71
2021
Q2 		$3.42M Sell
16,463
-541
-3% -$108K 0.39% 57
2021
Q1 		$2.89M Buy
+17,004
New +$2.75M 0.37% 68

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
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

PFG Advisors's UPS Position: Q2 2026 in Review

PFG Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 2,361 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: PFG Advisors previously reported a position in UPS as recently as Q3 2025.

PFG Advisors first reported a position in UPS in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.7M in Q1 2022. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • PFG Advisors held 2,361 shares of United Parcel Service worth $254K as of Q2 2026.
  • United Parcel Service was a new PFG Advisors position in Q2 2026.
  • United Parcel Service made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #711 holding.
  • PFG Advisors first reported a position in United Parcel Service in Q1 2021 and has held it in 15 quarters since.
  • PFG Advisors's United Parcel Service position peaked at $3.7M in Q1 2022.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.