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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 $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

Private Advisor Group's UPS Position: Q1 2026 in Review

Private Advisor Group reduced its United Parcel Service (UPS) stake by 1.6% in Q1 2026, selling an estimated $244K and leaving 136,325 shares worth $13.4M. The position accounts for 0.06% of the portfolio, ranked #322.

Private Advisor Group first reported a position in UPS in Q4 2013 and has held it in 50 quarters since. The position peaked at $22.6M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Private Advisor Group held 136,325 shares of United Parcel Service worth $13.4M as of Q1 2026.
  • Private Advisor Group sold 2,276 United Parcel Service shares in Q1 2026, an estimated $244K.
  • United Parcel Service made up 0.06% of Private Advisor Group's portfolio in Q1 2026, its #322 holding.
  • Private Advisor Group first reported a position in United Parcel Service in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's United Parcel Service position peaked at $22.6M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.