PAG
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Powers Advisory Group’s United Parcel Service UPS Stock Holding History

Powers Advisory Group’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 		$430K Sell
4,000
-1,172
-23% -$122K 0.13% 88
2026
Q1 		$509K Buy
5,172
+244
+5% +$26.2K 0.18% 73
2025
Q4 		$489K Buy
4,928
+326
+7% +$30.5K 0.18% 75
2025
Q3 		$384K Sell
4,602
-37
-0.8% -$3.35K 0.15% 82
2025
Q2 		$468K Buy
4,639
+216
+5% +$21.3K 0.21% 70
2025
Q1 		$487K Buy
4,423
+292
+7% +$34.9K 0.23% 66
2024
Q4 		$521K Buy
4,131
+111
+3% +$14.6K 0.26% 59
2024
Q3 		$548K Buy
4,020
+34
+0.9% +$4.46K 0.27% 58
2024
Q2 		$545K Buy
3,986
+3
+0.1% +$430 0.3% 53
2024
Q1 		$592K Buy
3,983
+327
+9% +$49.7K 0.34% 49
2023
Q4 		$575K Buy
3,656
+58
+2% +$8.77K 0.35% 50
2023
Q3 		$561K Sell
3,598
-19
-0.5% -$3.28K 0.38% 49
2023
Q2 		$648K Buy
3,617
+157
+5% +$27.9K 0.43% 47
2023
Q1 		$671K Buy
3,460
+69
+2% +$12.7K 0.47% 45
2022
Q4 		$590K Buy
3,391
+65
+2% +$11.3K 0.43% 50
2022
Q3 		$537K Buy
3,326
+44
+1% +$8.33K 0.43% 52
2022
Q2 		$599K Buy
3,282
+20
+0.6% +$3.65K 0.46% 50
2022
Q1 		$700K Buy
3,262
+18
+0.6% +$3.83K 0.49% 50
2021
Q4 		$695K Buy
+3,244
New +$660K 0.49% 49

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

Powers Advisory Group's UPS Position: Q2 2026 in Review

Powers Advisory Group reduced its United Parcel Service (UPS) stake by 23% in Q2 2026, selling an estimated $122K and leaving 4,000 shares worth $430K. The position accounts for 0.13% of the portfolio, ranked #88.

Powers Advisory Group first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $700K in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Powers Advisory Group held 4,000 shares of United Parcel Service worth $430K as of Q2 2026.
  • Powers Advisory Group sold 1,172 United Parcel Service shares in Q2 2026, an estimated $122K.
  • United Parcel Service made up 0.13% of Powers Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Powers Advisory Group first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's United Parcel Service position peaked at $700K in Q1 2022.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.