VA
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Valmark Advisers’s United Parcel Service UPS Stock Holding History

Valmark 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 		$290K Sell
2,697
-878
-25% -$91.3K ﹤0.01% 626
2026
Q1 		$352K Sell
3,575
-300
-8% -$32.2K ﹤0.01% 551
2025
Q4 		$384K Sell
3,875
-955
-20% -$89.3K ﹤0.01% 498
2025
Q3 		$403K Buy
4,830
+287
+6% +$26K 0.01% 479
2025
Q2 		$459K Buy
4,543
+160
+4% +$15.7K 0.01% 458
2025
Q1 		$482K Sell
4,383
-193
-4% -$23.1K 0.01% 430
2024
Q4 		$577K Sell
4,576
-446
-9% -$58.7K 0.01% 393
2024
Q3 		$685K Buy
5,022
+98
+2% +$12.9K 0.01% 364
2024
Q2 		$674K Sell
4,924
-79
-2% -$11.3K 0.01% 348
2024
Q1 		$744K Buy
5,003
+105
+2% +$16K 0.01% 314
2023
Q4 		$770K Sell
4,898
-111
-2% -$16.8K 0.01% 292
2023
Q3 		$781K Buy
5,009
+122
+2% +$21.1K 0.02% 255
2023
Q2 		$876K Sell
4,887
-64
-1% -$11.4K 0.02% 246
2023
Q1 		$960K Sell
4,951
-5
-0.1% -$917 0.02% 228
2022
Q4 		$862K Buy
4,956
+251
+5% +$43.5K 0.02% 230
2022
Q3 		$760K Buy
4,705
+92
+2% +$17.4K 0.02% 219
2022
Q2 		$842K Sell
4,613
-295
-6% -$53.8K 0.02% 220
2022
Q1 		$1.05M Buy
4,908
+268
+6% +$56.9K 0.02% 204
2021
Q4 		$995K Buy
4,640
+148
+3% +$30.1K 0.02% 199
2021
Q3 		$818K Sell
4,492
-219
-5% -$43.2K 0.02% 209
2021
Q2 		$980K Buy
4,711
+269
+6% +$53.8K 0.02% 191
2021
Q1 		$755K Buy
4,442
+241
+6% +$39K 0.01% 219
2020
Q4 		$708K Buy
+4,201
New +$709K 0.01% 213

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 $3.38T AUM 44.17% 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

Valmark Advisers's UPS Position: Q2 2026 in Review

Valmark Advisers reduced its United Parcel Service (UPS) stake by 25% in Q2 2026, selling an estimated $91.3K and leaving 2,697 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Valmark Advisers first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q1 2022. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Valmark Advisers held 2,697 shares of United Parcel Service worth $290K as of Q2 2026.
  • Valmark Advisers sold 878 United Parcel Service shares in Q2 2026, an estimated $91.3K.
  • United Parcel Service made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #626 holding.
  • Valmark Advisers first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Valmark Advisers's United Parcel Service position peaked at $1.05M in Q1 2022.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.