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

Soltis 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 		$7.91M Buy
73,615
+3,770
+5% +$392K 0.44% 61
2026
Q1 		$6.87M Buy
69,845
+6,398
+10% +$686K 0.43% 60
2025
Q4 		$6.29M Buy
63,447
+2,595
+4% +$243K 0.41% 61
2025
Q3 		$5.08M Buy
60,852
+18,926
+45% +$1.71M 0.35% 70
2025
Q2 		$4.23M Buy
41,926
+4,841
+13% +$476K 0.33% 76
2025
Q1 		$4.08M Buy
37,085
+5,482
+17% +$655K 0.36% 76
2024
Q4 		$3.99M Sell
31,603
-1,977
-6% -$260K 0.37% 76
2024
Q3 		$4.58M Buy
33,580
+1,719
+5% +$226K 0.45% 67
2024
Q2 		$4.36M Buy
31,861
+1,064
+3% +$152K 0.46% 69
2024
Q1 		$4.58M Buy
30,797
+1,971
+7% +$300K 0.51% 67
2023
Q4 		$4.53M Sell
28,826
-3,510
-11% -$531K 0.51% 63
2023
Q3 		$5.04M Buy
32,336
+1,508
+5% +$260K 0.65% 50
2023
Q2 		$5.53M Sell
30,828
-10,562
-26% -$1.88M 0.64% 44
2023
Q1 		$8.03M Buy
41,390
+17,557
+74% +$3.22M 1.02% 18
2022
Q4 		$4.14M Buy
23,833
+3,287
+16% +$569K 0.55% 52
2022
Q3 		$3.32M Buy
20,546
+8,687
+73% +$1.64M 0.5% 60
2022
Q2 		$2.17M Buy
11,859
+2,154
+22% +$393K 0.31% 79
2022
Q1 		$2.08M Buy
9,705
+1,411
+17% +$300K 0.29% 79
2021
Q4 		$1.78M Buy
8,294
+474
+6% +$96.4K 0.25% 91
2021
Q3 		$1.42M Buy
7,820
+303
+4% +$59.8K 0.22% 93
2021
Q2 		$1.56M Sell
7,517
-1,653
-18% -$331K 0.25% 86
2021
Q1 		$1.56M Buy
9,170
+1,305
+17% +$211K 0.28% 70
2020
Q4 		$1.32M Sell
7,865
-829
-10% -$140K 0.25% 75
2020
Q3 		$1.45M Sell
8,694
-71
-0.8% -$10.3K 0.34% 57
2020
Q2 		$974K Buy
8,765
+3,119
+55% +$311K 0.25% 68
2020
Q1 		$527K Buy
5,646
+1,380
+32% +$143K 0.16% 74
2019
Q4 		$499K Buy
+4,266
New +$505K 0.1% 88

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

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

Soltis Investment Advisors increased its United Parcel Service (UPS) stake by 5.4% in Q2 2026, buying an estimated $392K and bringing the position to 73,615 shares worth $7.91M. The position accounts for 0.44% of the portfolio, ranked #61.

Soltis Investment Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.03M in Q1 2023. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Soltis Investment Advisors held 73,615 shares of United Parcel Service worth $7.91M as of Q2 2026.
  • Soltis Investment Advisors bought 3,770 United Parcel Service shares in Q2 2026, an estimated $392K.
  • United Parcel Service made up 0.44% of Soltis Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Soltis Investment Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's United Parcel Service position peaked at $8.03M in Q1 2023.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.