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Realta Investment Advisors’s United Parcel Service UPS Stock Holding History

Realta 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 		$355K Sell
3,300
-140
-4% -$14.6K 0.11% 160
2026
Q1 		$338K Sell
3,440
-385
-10% -$41.3K 0.12% 149
2025
Q4 		$379K Buy
3,825
+385
+11% +$36K 0.12% 147
2025
Q3 		$287K Buy
+3,440
New +$312K 0.1% 156
2024
Q3 		– Sell
-6,701
Closed -$917K – 741
2024
Q2 		$917K Sell
6,701
-101
-1% -$14.5K 0.18% 128
2024
Q1 		$1.01M Buy
6,802
+637
+10% +$96.8K 0.21% 119
2023
Q4 		$969K Sell
6,165
-836
-12% -$126K 0.22% 121
2023
Q3 		$1.25M Sell
7,001
-115
-2% -$19.9K 0.29% 79
2023
Q2 		$1.28M Sell
7,116
-566
-7% -$100K 0.28% 79
2023
Q1 		$1.49M Sell
7,682
-41
-0.5% -$7.52K 0.36% 68
2022
Q4 		$1.34M Sell
7,723
-292
-4% -$50.5K 0.33% 73
2022
Q3 		$1.29M Buy
8,015
+305
+4% +$57.8K 0.34% 64
2022
Q2 		$1.43M Buy
7,710
+576
+8% +$105K 0.35% 61
2022
Q1 		$1.53M Buy
7,134
+184
+3% +$39.1K 0.3% 68
2021
Q4 		$1.49M Sell
6,950
-129
-2% -$26.2K 0.33% 67
2021
Q3 		$1.29M Sell
7,079
-465
-6% -$91.8K 0.3% 75
2021
Q2 		$1.57M Sell
7,544
-651
-8% -$130K 0.37% 57
2021
Q1 		$1.39M Buy
8,195
+531
+7% +$85.9K 0.37% 62
2020
Q4 		$1.29M Buy
7,664
+30
+0.4% +$5.06K 0.37% 58
2020
Q3 		$1.27M Buy
7,634
+3,625
+90% +$528K 0.43% 50
2020
Q2 		$446K Buy
4,009
+234
+6% +$23.4K 0.15% 183
2020
Q1 		$353K Sell
3,775
-3,309
-47% -$343K 0.15% 180
2019
Q4 		$847K Sell
7,084
-403
-5% -$47.7K 0.23% 100
2019
Q3 		$897K Buy
7,487
+127
+2% +$14.5K 0.24% 80
2019
Q2 		$760K Sell
7,360
-3
-0% -$312 0.21% 108
2019
Q1 		$818K Buy
+7,363
New +$781K 0.37% 70

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

Realta Investment Advisors's UPS Position: Q2 2026 in Review

Realta Investment Advisors reduced its United Parcel Service (UPS) stake by 4.1% in Q2 2026, selling an estimated $14.6K and leaving 3,300 shares worth $355K. The position accounts for 0.11% of the portfolio, ranked #160.

Realta Investment Advisors first reported a position in UPS in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.57M in Q2 2021. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Realta Investment Advisors held 3,300 shares of United Parcel Service worth $355K as of Q2 2026.
  • Realta Investment Advisors sold 140 United Parcel Service shares in Q2 2026, an estimated $14.6K.
  • United Parcel Service made up 0.11% of Realta Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Realta Investment Advisors first reported a position in United Parcel Service in Q1 2019 and has held it in 26 quarters since.
  • Realta Investment Advisors's United Parcel Service position peaked at $1.57M in Q2 2021.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.