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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
Q2 		$402K Buy
3,739
+1,469
+65% +$153K 0.38% 70
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
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 $3.37T AUM 44.26% 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

Wallace Advisory Group's UPS Position: Q2 2026 in Review

Wallace Advisory Group increased its United Parcel Service (UPS) stake by 65% in Q2 2026, buying an estimated $153K and bringing the position to 3,739 shares worth $402K. The position accounts for 0.38% of the portfolio, ranked #70.

Wallace Advisory Group first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $591K in Q2 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wallace Advisory Group held 3,739 shares of United Parcel Service worth $402K as of Q2 2026.
  • Wallace Advisory Group bought 1,469 United Parcel Service shares in Q2 2026, an estimated $153K.
  • United Parcel Service made up 0.38% of Wallace Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Wallace Advisory Group first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's United Parcel Service position peaked at $591K in Q2 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.