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

SageView 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 		$861K Buy
8,010
+176
+2% +$18.3K 0.03% 264
2026
Q1 		$771K Sell
7,834
-3,272
-29% -$351K 0.03% 268
2025
Q4 		$1.1M Sell
11,106
-17
-0.2% -$1.59K 0.04% 243
2025
Q3 		$929K Buy
11,123
+2,318
+26% +$210K 0.03% 274
2025
Q2 		$894K Buy
8,805
+527
+6% +$51.8K 0.03% 260
2025
Q1 		$911K Buy
8,278
+38
+0.5% +$4.54K 0.04% 242
2024
Q4 		$1.04M Buy
8,240
+66
+0.8% +$8.69K 0.04% 217
2024
Q3 		$1.11M Sell
8,174
-1,743
-18% -$229K 0.06% 181
2024
Q2 		$1.36M Buy
9,917
+8,194
+476% +$1.17M 0.06% 181
2024
Q1 		$294K Sell
1,723
-10,283
-86% -$1.56M 0.01% 423
2023
Q4 		$1.74M Buy
12,006
+6,413
+115% +$970K 0.08% 165
2023
Q3 		$872K Buy
5,593
+50
+0.9% +$8.63K 0.05% 231
2023
Q2 		$994K Buy
5,543
+921
+20% +$164K 0.06% 226
2023
Q1 		$897K Sell
4,622
-348
-7% -$63.8K 0.06% 221
2022
Q4 		$864K Buy
+4,970
New +$860K 0.07% 171

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

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

SageView Advisory Group increased its United Parcel Service (UPS) stake by 2.2% in Q2 2026, buying an estimated $18.3K and bringing the position to 8,010 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #264.

SageView Advisory Group first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q4 2023. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • SageView Advisory Group held 8,010 shares of United Parcel Service worth $861K as of Q2 2026.
  • SageView Advisory Group bought 176 United Parcel Service shares in Q2 2026, an estimated $18.3K.
  • United Parcel Service made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #264 holding.
  • SageView Advisory Group first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's United Parcel Service position peaked at $1.74M in Q4 2023.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.