Regal Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $812K | Buy |
8,256
+578
| +8% | +$62K | 0.05% | 333 |
|
|
2025
Q4 | $762K | Buy |
7,678
+549
| +8% | +$51.4K | 0.05% | 336 |
|
|
2025
Q3 | $596K | Buy |
7,129
+114
| +2% | +$10.3K | 0.04% | 352 |
|
|
2025
Q2 | $708K | Buy |
7,015
+231
| +3% | +$22.7K | 0.05% | 292 |
|
|
2025
Q1 | $746K | Sell |
6,784
-4,783
| -41% | -$572K | 0.06% | 257 |
|
|
2024
Q4 | $1.46M | Buy |
11,567
+662
| +6% | +$87.1K | 0.11% | 196 |
|
|
2024
Q3 | $1.49M | Buy |
10,905
+2,696
| +33% | +$354K | 0.1% | 204 |
|
|
2024
Q2 | $1.12M | Sell |
8,209
-16
| -0.2% | -$2.29K | 0.07% | 239 |
|
|
2024
Q1 | $1.22M | Buy |
8,225
+1,517
| +23% | +$231K | 0.08% | 223 |
|
|
2023
Q4 | $1.05M | Sell |
6,708
-823
| -11% | -$124K | 0.08% | 218 |
|
|
2023
Q3 | $1.17M | Sell |
7,531
-201
| -3% | -$34.7K | 0.1% | 193 |
|
|
2023
Q2 | $1.39M | Buy |
7,732
+749
| +11% | +$133K | 0.12% | 179 |
|
|
2023
Q1 | $1.35M | Buy |
6,983
+582
| +9% | +$107K | 0.12% | 172 |
|
|
2022
Q4 | $1.11M | Sell |
6,401
-253
| -4% | -$43.8K | 0.11% | 180 |
|
|
2022
Q3 | $1.07M | Buy |
6,654
+393
| +6% | +$74.4K | 0.11% | 170 |
|
|
2022
Q2 | $1.14M | Buy |
6,261
+340
| +6% | +$62K | 0.12% | 169 |
|
|
2022
Q1 | $1.27M | Buy |
5,921
+1,008
| +21% | +$214K | 0.12% | 176 |
|
|
2021
Q4 | $1.05M | Sell |
4,913
-659
| -12% | -$134K | 0.09% | 233 |
|
|
2021
Q3 | $1.01M | Buy |
5,572
+268
| +5% | +$52.9K | 0.1% | 230 |
|
|
2021
Q2 | $1.1M | Buy |
+5,304
| New | +$1.06M | 0.11% | 196 |
|
|
2021
Q1 | – | Sell |
-3,947
| Closed | -$665K | – | 400 |
|
|
2020
Q4 | $665K | Buy |
+3,947
| New | +$666K | 0.08% | 237 |
|
|
2020
Q3 | – | Sell |
-6,214
| Closed | -$691K | – | 273 |
|
|
2020
Q2 | $691K | Buy |
+6,214
| New | +$620K | 0.13% | 152 |
|
|
2019
Q4 | – | Sell |
-3,215
| Closed | -$385K | – | 356 |
|
|
2019
Q3 | $385K | Sell |
3,215
-818
| -20% | -$93.5K | 0.08% | 216 |
|
|
2019
Q2 | $417K | Buy |
4,033
+1,690
| +72% | +$176K | 0.08% | 211 |
|
|
2019
Q1 | $262K | Buy |
+2,343
| New | +$248K | 0.05% | 259 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$14K | – | 843 |
|
|
2015
Q3 | $14K | Sell |
150
-3,178
| -95% | -$314K | ﹤0.01% | 629 |
|
|
2015
Q2 | $322K | Sell |
3,328
-42
| -1% | -$4.17K | 0.09% | 183 |
|
|
2015
Q1 | $327K | Sell |
3,370
-975
| -22% | -$100K | 0.08% | 190 |
|
|
2014
Q4 | $483K | Sell |
4,345
-2,079
| -32% | -$219K | 0.13% | 147 |
|
|
2014
Q3 | $631K | Hold |
6,424
| – | – | 0.19% | 127 |
|
|
2014
Q2 | $659K | Buy |
6,424
+50
| +0.8% | +$5.02K | 0.23% | 106 |
|
|
2014
Q1 | $621K | Sell |
6,374
-127
| -2% | -$12.4K | 0.26% | 98 |
|
|
2013
Q4 | $683K | Buy |
6,501
+127
| +2% | +$12.5K | 0.39% | 83 |
|
|
2013
Q3 | $582K | Sell |
6,374
-1,000
| -14% | -$87.9K | 0.34% | 102 |
|
|
2013
Q2 | $638K | Buy |
+7,374
| New | +$633K | 0.35% | 93 |
|
Other funds holding UPS
VCM
VPM
Regal Investment Advisors's UPS Position: Q1 2026 in Review
Regal Investment Advisors increased its United Parcel Service (UPS) stake by 7.5% in Q1 2026, buying an estimated $62K and bringing the position to 8,256 shares worth $812K. The position accounts for 0.05% of the portfolio, ranked #333.
Regal Investment Advisors first reported a position in UPS in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.49M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Regal Investment Advisors held 8,256 shares of United Parcel Service worth $812K as of Q1 2026.
- Regal Investment Advisors bought 578 United Parcel Service shares in Q1 2026, an estimated $62K.
- United Parcel Service made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #333 holding.
- Regal Investment Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 35 quarters since.
- Regal Investment Advisors's United Parcel Service position peaked at $1.49M in Q3 2024.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.