Transamerica Financial Advisors’s United Parcel Service UPS Stock Holding History

Transamerica Financial 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 Q1	$293K	Buy	2,975 +1,407	+90%	+$151K	0.02%	345
2025 Q4	$156K	Buy	1,568 +461	+42%	+$43.1K	0.01%	396
2025 Q3	$92.4K	Buy	1,107 +1,092	+7,280%	+$98.9K	0.01%	415
2025 Q2	$1.5K	Sell	15 -15	-50%	-$1.48K	﹤0.01%	397
2025 Q1	$4K	Hold	30	–	–	﹤0.01%	376
2024 Q4	$4K	Sell	30 -16	-35%	-$2.11K	﹤0.01%	370
2024 Q3	$7K	Sell	46 -7,124	-99%	-$935K	﹤0.01%	340
2024 Q2	$982K	Hold	7,170	–	–	0.1%	135
2024 Q1	$1.07M	Buy	7,170 +1,091	+18%	+$166K	0.11%	144
2023 Q4	$956K	Sell	6,079 -2,394	-28%	-$362K	0.13%	116
2023 Q3	$1.32M	Buy	8,473 +43	+0.5%	+$7.42K	0.18%	106
2023 Q2	$1.51M	Buy	8,430 +252	+3%	+$44.7K	0.2%	93
2023 Q1	$1.59M	Buy	8,178 +252	+3%	+$46.2K	0.21%	86
2022 Q4	$1.38M	Buy	7,926 +1,273	+19%	+$220K	0.2%	97
2022 Q3	$1.07M	Buy	6,653 +990	+17%	+$187K	0.16%	101
2022 Q2	$1.03M	Buy	5,663 +5,659	+141,475%	+$1.03M	0.15%	110
2022 Q1	$1K	Hold	4	–	–	0.04%	104
2021 Q4	$1K	Hold	4	–	–	0.03%	115
2021 Q3	$1K	Hold	4	–	–	0.03%	113
2021 Q2	$1K	Hold	4	–	–	0.02%	192
2021 Q1	$1K	Hold	4	–	–	0.02%	192
2020 Q4	$1K	Sell	4 -3	-43%	-$506	0.02%	187
2020 Q3	$2K	Sell	7 -2,290	-100%	-$333K	0.04%	128
2020 Q2	$256K	Buy	+2,297	New	+$229K	0.06%	139
2019 Q3	–	Sell	-1,406	Closed	-$146K	–	495
2019 Q2	$146K	Buy	+1,406	New	+$146K	0.03%	187
2019 Q1	–	Sell	-644	Closed	-$63K	–	431
2018 Q4	$63K	Buy	644 +328	+104%	+$35.6K	0.02%	197
2018 Q3	$37K	Buy	316 +309	+4,414%	+$36.4K	0.01%	242
2018 Q2	$1K	Buy	7 +6	+600%	+$674	﹤0.01%	468
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	425
2017 Q4	$1K	Sell	1 -1	-50%	-$118	﹤0.01%	402
2017 Q3	$1K	Sell	2 -1	-33%	-$114	﹤0.01%	394
2017 Q2	$1K	Hold	3	–	–	﹤0.01%	373
2017 Q1	$1K	Sell	3 -2	-40%	-$219	﹤0.01%	367
2016 Q4	$1K	Sell	5 -17	-77%	-$1.92K	﹤0.01%	404
2016 Q3	$3K	Sell	22 -5	-19%	-$546	﹤0.01%	302
2016 Q2	$3K	Sell	27 -278	-91%	-$28.9K	﹤0.01%	274
2016 Q1	$33K	Sell	305 -7,080	-96%	-$688K	﹤0.01%	425
2015 Q4	$711K	Buy	7,385 +413	+6%	+$42.2K	0.05%	203
2015 Q3	$689K	Buy	6,972 +324	+5%	+$32K	0.06%	185
2015 Q2	$645K	Buy	6,648 +75	+1%	+$7.45K	0.05%	209
2015 Q1	$638K	Buy	6,573 +560	+9%	+$57.5K	0.04%	210
2014 Q4	$669K	Buy	6,013 +940	+19%	+$99.2K	0.05%	161
2014 Q3	$499K	Buy	5,073 +65	+1%	+$6.46K	0.05%	159
2014 Q2	$515K	Buy	5,008 +4,315	+623%	+$433K	0.04%	174
2014 Q1	$68K	Buy	693 +24	+4%	+$2.34K	0.01%	334
2013 Q4	$71K	Sell	669 -4,712	-88%	-$464K	0.01%	306
2013 Q3	$492K	Buy	5,381 +1,222	+29%	+$107K	0.06%	141
2013 Q2	$360K	Buy	+4,159	New	+$357K	0.06%	138

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors's UPS Position: Q1 2026 in Review

Transamerica Financial Advisors increased its United Parcel Service (UPS) stake by 90% in Q1 2026, buying an estimated $151K and bringing the position to 2,975 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #345.

Transamerica Financial Advisors first reported a position in UPS in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.59M in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Transamerica Financial Advisors held 2,975 shares of United Parcel Service worth $293K as of Q1 2026.
Transamerica Financial Advisors bought 1,407 United Parcel Service shares in Q1 2026, an estimated $151K.
United Parcel Service made up 0.02% of Transamerica Financial Advisors's portfolio in Q1 2026, its #345 holding.
Transamerica Financial Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 48 quarters since.
Transamerica Financial Advisors's United Parcel Service position peaked at $1.59M in Q1 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.