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Sage Mountain Advisors’s United Parcel Service UPS Stock Holding History

Sage Mountain 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 		$472K Sell
4,388
-2,992
-41% -$311K 0.03% 143
2026
Q1 		$726K Sell
7,380
-748
-9% -$80.2K 0.05% 112
2025
Q4 		$806K Sell
8,128
-2,932
-27% -$274K 0.04% 194
2025
Q3 		$924K Sell
11,060
-4,852
-30% -$439K 0.05% 173
2025
Q2 		$1.61M Sell
15,912
-479
-3% -$47.1K 0.1% 92
2025
Q1 		$1.8M Buy
16,391
+1,211
+8% +$145K 0.13% 79
2024
Q4 		$1.91M Sell
15,180
-204
-1% -$26.8K 0.14% 75
2024
Q3 		$2.1M Buy
15,384
+2,579
+20% +$339K 0.18% 67
2024
Q2 		$1.75M Sell
12,805
-49
-0.4% -$7.02K 0.16% 67
2024
Q1 		$1.91M Buy
12,854
+298
+2% +$45.3K 0.2% 57
2023
Q4 		$1.97M Sell
12,556
-130
-1% -$19.7K 0.23% 55
2023
Q3 		$1.98M Sell
12,686
-161
-1% -$27.8K 0.27% 49
2023
Q2 		$2.3M Buy
12,847
+9,957
+345% +$1.77M 0.33% 43
2023
Q1 		$561K Buy
+2,890
New +$530K 0.09% 92

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 $3.38T AUM 44.17% 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

Sage Mountain Advisors's UPS Position: Q2 2026 in Review

Sage Mountain Advisors reduced its United Parcel Service (UPS) stake by 41% in Q2 2026, selling an estimated $311K and leaving 4,388 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #143.

Sage Mountain Advisors first reported a position in UPS in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.3M in Q2 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sage Mountain Advisors held 4,388 shares of United Parcel Service worth $472K as of Q2 2026.
  • Sage Mountain Advisors sold 2,992 United Parcel Service shares in Q2 2026, an estimated $311K.
  • United Parcel Service made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #143 holding.
  • Sage Mountain Advisors first reported a position in United Parcel Service in Q1 2023 and has held it in 14 quarters since.
  • Sage Mountain Advisors's United Parcel Service position peaked at $2.3M in Q2 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.