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Private Advisor Group’s United Parcel Service UPS Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-600
Closed -$935 – 2505
2023
Q3 		$935 Buy
+600
New +$104K ﹤0.01% 2260

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

Private Advisor Group's UPS Position: Q2 2026 in Review

Private Advisor Group reduced its United Parcel Service (UPS) stake by 27% in Q2 2026, selling an estimated $3.84M and leaving 99,342 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #372.

Private Advisor Group first reported a position in UPS in Q4 2013 and has held it in 51 quarters since. The position peaked at $22.6M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Private Advisor Group held 99,342 shares of United Parcel Service worth $10.7M as of Q2 2026.
  • Private Advisor Group sold 36,983 United Parcel Service shares in Q2 2026, an estimated $3.84M.
  • United Parcel Service made up 0.05% of Private Advisor Group's portfolio in Q2 2026, its #372 holding.
  • Private Advisor Group first reported a position in United Parcel Service in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's United Parcel Service position peaked at $22.6M in Q1 2022.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.