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
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 $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

Powers Advisory Group's UPS Position: Q1 2026 in Review

Powers Advisory Group increased its United Parcel Service (UPS) stake by 5% in Q1 2026, buying an estimated $26.2K and bringing the position to 5,172 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #73.

Powers Advisory Group first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $700K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Powers Advisory Group held 5,172 shares of United Parcel Service worth $509K as of Q1 2026.
  • Powers Advisory Group bought 244 United Parcel Service shares in Q1 2026, an estimated $26.2K.
  • United Parcel Service made up 0.18% of Powers Advisory Group's portfolio in Q1 2026, its #73 holding.
  • Powers Advisory Group first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Powers Advisory Group's United Parcel Service position peaked at $700K in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.