Pin Oak Investment Advisors’s United Parcel Service UPS Stock Holding History

Pin Oak Investment 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	$1K	Buy	+8	New	+$832	﹤0.01%	552
2024 Q3	–	Sell	-10	Closed	-$1K	–	500
2024 Q2	$1K	Sell	10 -100	-91%	-$14.3K	﹤0.01%	456
2024 Q1	$16K	Hold	110	–	–	0.02%	290
2023 Q4	$17K	Hold	110	–	–	0.02%	282
2023 Q3	$17K	Hold	110	–	–	0.02%	275
2023 Q2	$20K	Hold	110	–	–	0.02%	251
2023 Q1	$21K	Hold	110	–	–	0.03%	235
2022 Q4	$19K	Buy	+110	New	+$19K	0.02%	234
2018 Q4	–	Sell	-107	Closed	-$12K	–	451
2018 Q3	$12K	Buy	107 +25	+30%	+$2.94K	0.01%	308
2018 Q2	$9K	Buy	82 +1	+1%	+$112	0.01%	330
2018 Q1	$8K	Buy	81 +17	+27%	+$1.97K	0.01%	346
2017 Q4	$8K	Buy	+64	New	+$7.52K	0.01%	354

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pin Oak Investment Advisors's UPS Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in UPS as recently as Q2 2024.

Pin Oak Investment Advisors first reported a position in UPS in Q4 2017 and has held it in 12 quarters since. The position peaked at $21K in Q1 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Pin Oak Investment Advisors held 8 shares of United Parcel Service worth $1K as of Q2 2026.
United Parcel Service was a new Pin Oak Investment Advisors position in Q2 2026.
United Parcel Service made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #552 holding.
Pin Oak Investment Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 12 quarters since.
Pin Oak Investment Advisors's United Parcel Service position peaked at $21K in Q1 2023.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.