Wallace Advisory Group’s United Parcel Service UPS Stock Holding History

Wallace Advisory 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 Q1	$223K	Sell	2,270 -11	-0.5%	-$1.18K	0.24%	115
2025 Q4	$226K	Sell	2,281 -993	-30%	-$92.9K	0.24%	118
2025 Q3	$330K	Sell	3,274 -1,340	-29%	-$121K	0.27%	112
2025 Q2	$507K	Buy	4,614 +770	+20%	+$75.8K	0.37%	79
2025 Q1	$485K	Sell	3,844 -207	-5%	-$24.8K	0.34%	89
2024 Q4	$552K	Buy	4,051 +582	+17%	+$76.6K	0.38%	69
2024 Q3	$475K	Hold	3,469	–	–	0.35%	73
2024 Q2	$475K	Buy	3,469 +2,140	+161%	+$306K	0.34%	76
2024 Q1	$209K	Sell	1,329 -1,744	-57%	-$265K	0.16%	160
2023 Q4	$479K	Sell	3,073 -157	-5%	-$23.7K	0.38%	66
2023 Q3	$579K	Buy	3,230 +182	+6%	+$31.4K	0.42%	53
2023 Q2	$591K	Hold	3,048	–	–	0.45%	50
2023 Q1	$591K	Buy	3,048 +64	+2%	+$11.7K	0.45%	50
2022 Q4	$519K	Buy	+2,984	New	+$517K	0.41%	59

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

Wallace Advisory Group's UPS Position: Q1 2026 in Review

Wallace Advisory Group reduced its United Parcel Service (UPS) stake by 0.48% in Q1 2026, selling an estimated $1.18K and leaving 2,270 shares worth $223K. The position accounts for 0.24% of the portfolio, ranked #115.

Wallace Advisory Group first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $591K in Q2 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Wallace Advisory Group held 2,270 shares of United Parcel Service worth $223K as of Q1 2026.
Wallace Advisory Group sold 11 United Parcel Service shares in Q1 2026, an estimated $1.18K.
United Parcel Service made up 0.24% of Wallace Advisory Group's portfolio in Q1 2026, its #115 holding.
Wallace Advisory Group first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's United Parcel Service position peaked at $591K in Q2 2023.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.