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Valley National Advisers’s United Parcel Service UPS Stock Holding History

Valley National Advisers’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 		$72.8K Buy
677
+1
+0.1% +$104 0.01% 369
2026
Q1 		$66K Sell
676
-100
-13% -$10.7K 0.01% 375
2025
Q4 		$76K Buy
776
+536
+223% +$50.1K 0.01% 352
2025
Q3 		$20K Buy
240
+148
+161% +$13.4K ﹤0.01% 473
2025
Q2 		$9K Sell
92
-790
-90% -$77.7K ﹤0.01% 591
2025
Q1 		$97K Sell
882
-3,310
-79% -$396K 0.02% 297
2024
Q4 		$528K Sell
4,192
-186
-4% -$24.5K 0.09% 157
2024
Q3 		$596K Sell
4,378
-5,575
-56% -$732K 0.11% 152
2024
Q2 		$1.36M Sell
9,953
-145
-1% -$20.8K 0.2% 99
2024
Q1 		$1.5M Buy
10,098
+5,914
+141% +$899K 0.23% 86
2023
Q4 		$657K Buy
4,184
+351
+9% +$53.1K 0.1% 138
2023
Q3 		$598K Buy
3,833
+241
+7% +$41.6K 0.1% 140
2023
Q2 		$644K Sell
3,592
-116
-3% -$20.6K 0.11% 142
2023
Q1 		$726K Sell
3,708
-89
-2% -$16.3K 0.13% 134
2022
Q4 		$691K Sell
3,797
-131
-3% -$22.7K 0.12% 135
2022
Q3 		$656K Buy
3,928
+70
+2% +$13.3K 0.14% 130
2022
Q2 		$718K Buy
3,858
+23
+0.6% +$4.2K 0.15% 112
2022
Q1 		$822K Buy
3,835
+130
+4% +$27.6K 0.16% 131
2021
Q4 		$794K Buy
3,705
+283
+8% +$57.6K 0.15% 135
2021
Q3 		$623K Hold
3,422
– – 0.11% 143
2021
Q2 		$712K Sell
3,422
-78
-2% -$15.6K 0.13% 135
2021
Q1 		$595K Sell
3,500
-197
-5% -$31.9K 0.12% 141
2020
Q4 		$623K Sell
3,697
-47
-1% -$7.93K 0.13% 127
2020
Q3 		$624K Sell
3,744
-4,771
-56% -$695K 0.14% 108
2020
Q2 		$947K Sell
8,515
-1,141
-12% -$114K 0.22% 77
2020
Q1 		$902K Sell
9,656
-676
-7% -$70K 0.25% 75
2019
Q4 		$1.21M Buy
10,332
+29
+0.3% +$3.43K 0.3% 67
2019
Q3 		$1.23M Buy
10,303
+875
+9% +$100K 0.34% 62
2019
Q2 		$974K Sell
9,428
-687
-7% -$71.5K 0.27% 71
2019
Q1 		$1.13M Sell
10,115
-45
-0.4% -$4.77K 0.32% 64
2018
Q4 		$991K Buy
10,160
+415
+4% +$45K 0.32% 64
2018
Q3 		$1.14M Sell
9,745
-52
-0.5% -$6.12K 0.39% 60
2018
Q2 		$1.04M Sell
9,797
-86
-0.9% -$9.66K 0.4% 59
2018
Q1 		$1.03M Sell
9,883
-88
-0.9% -$10.2K 0.38% 57
2017
Q4 		$1.19M Buy
9,971
+1
+0% +$118 0.41% 51
2017
Q3 		$1.2M Sell
9,970
-387
-4% -$44K 0.41% 46
2017
Q2 		$1.15M Sell
10,357
-691
-6% -$73.9K 0.41% 45
2017
Q1 		$1.19M Sell
11,048
-3,084
-22% -$337K 0.45% 43
2016
Q4 		$1.62M Sell
14,132
-120
-0.8% -$13.5K 0.74% 37
2016
Q3 		$1.56M Sell
14,252
-163
-1% -$17.8K 0.81% 37
2016
Q2 		$1.55M Sell
14,415
-181
-1% -$18.8K 0.81% 36
2016
Q1 		$1.54M Buy
14,596
+215
+1% +$20.9K 0.83% 35
2015
Q4 		$1.38M Buy
14,381
+101
+0.7% +$10.3K 0.82% 37
2015
Q3 		$1.41M Buy
14,280
+831
+6% +$82.1K 0.85% 38
2015
Q2 		$1.3M Buy
13,449
+1,979
+17% +$197K 0.74% 44
2015
Q1 		$1.11M Buy
11,470
+368
+3% +$37.8K 0.66% 49
2014
Q4 		$1.17M Buy
+11,102
New +$1.17M 0.88% 35

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Valley National Advisers's UPS Position: Q2 2026 in Review

Valley National Advisers increased its United Parcel Service (UPS) stake by 0.15% in Q2 2026, buying an estimated $104 and bringing the position to 677 shares worth $72.8K. The position accounts for 0.01% of the portfolio, ranked #369.

Valley National Advisers first reported a position in UPS in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.62M in Q4 2016. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Valley National Advisers held 677 shares of United Parcel Service worth $72.8K as of Q2 2026.
  • Valley National Advisers bought 1 United Parcel Service share in Q2 2026, an estimated $104.
  • United Parcel Service made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #369 holding.
  • Valley National Advisers first reported a position in United Parcel Service in Q4 2014 and has held it in 47 quarters since.
  • Valley National Advisers's United Parcel Service position peaked at $1.62M in Q4 2016.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.