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RIA Advisory Group’s United Parcel Service UPS Stock Holding History

RIA 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
Q2 		$339K Sell
3,151
-572
-15% -$59.5K 0.07% 111
2026
Q1 		$366K Buy
3,723
+46
+1% +$4.93K 0.09% 108
2025
Q4 		$365K Sell
3,677
-84
-2% -$7.86K 0.09% 108
2025
Q3 		$314K Sell
3,761
-20,291
-84% -$1.84M 0.08% 107
2025
Q2 		$2.43M Buy
24,052
+21,564
+867% +$2.12M 0.71% 29
2025
Q1 		$274K Buy
2,488
+34
+1% +$4.07K 0.09% 112
2024
Q4 		$309K Buy
2,454
+367
+18% +$48.3K 0.11% 108
2024
Q3 		$285K Buy
+2,087
New +$274K 0.1% 100
2024
Q1 		$305K Sell
2,054
-15,865
-89% -$2.41M 0.12% 98
2023
Q4 		$673K Buy
17,919
+15,925
+799% +$2.41M 0.28% 43
2023
Q3 		$311K Hold
1,994
– – 0.14% 79
2023
Q2 		$357K Hold
1,994
– – 0.15% 77
2023
Q1 		$387K Buy
+1,994
New +$366K 0.18% 77

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

RIA Advisory Group's UPS Position: Q2 2026 in Review

RIA Advisory Group reduced its United Parcel Service (UPS) stake by 15% in Q2 2026, selling an estimated $59.5K and leaving 3,151 shares worth $339K. The position accounts for 0.07% of the portfolio, ranked #111.

RIA Advisory Group first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.43M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • RIA Advisory Group held 3,151 shares of United Parcel Service worth $339K as of Q2 2026.
  • RIA Advisory Group sold 572 United Parcel Service shares in Q2 2026, an estimated $59.5K.
  • United Parcel Service made up 0.07% of RIA Advisory Group's portfolio in Q2 2026, its #111 holding.
  • RIA Advisory Group first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
  • RIA Advisory Group's United Parcel Service position peaked at $2.43M in Q2 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.