United Advisor Group’s United Parcel Service UPS Stock Holding History

United Advisor 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	$7.68M	Sell	71,461 -510	-0.7%	-$53K	0.81%	25
2026 Q1	$7.08M	Buy	71,971 +2,883	+4%	+$309K	0.87%	20
2025 Q4	$6.85M	Buy	69,088 +1,852	+3%	+$173K	0.85%	24
2025 Q3	$5.62M	Buy	67,236 +2,847	+4%	+$258K	0.76%	28
2025 Q2	$6.5M	Buy	64,389 +1,123	+2%	+$110K	1.12%	17
2025 Q1	$6.96M	Buy	63,266 +1,744	+3%	+$209K	1.43%	14
2024 Q4	$7.76M	Sell	61,522 -180	-0.3%	-$23.7K	1.53%	10
2024 Q3	$8.41M	Buy	61,702 +1,431	+2%	+$188K	1.9%	7
2024 Q2	$8.25M	Buy	60,271 +1,497	+3%	+$214K	2.56%	4
2024 Q1	$8.74M	Sell	58,774 -14,123	-19%	-$2.15M	3.28%	2
2023 Q4	$11.6M	Buy	+72,897	New	+$11M	13.95%	2

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Advisor Group's UPS Position: Q2 2026 in Review

United Advisor Group reduced its United Parcel Service (UPS) stake by 0.71% in Q2 2026, selling an estimated $53K and leaving 71,461 shares worth $7.68M. The position accounts for 0.81% of the portfolio, ranked #25.

United Advisor Group first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2023. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

United Advisor Group held 71,461 shares of United Parcel Service worth $7.68M as of Q2 2026.
United Advisor Group sold 510 United Parcel Service shares in Q2 2026, an estimated $53K.
United Parcel Service made up 0.81% of United Advisor Group's portfolio in Q2 2026, its #25 holding.
United Advisor Group first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's United Parcel Service position peaked at $11.6M in Q4 2023.
2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.