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Washington Trust Advisors’s United Parcel Service UPS Stock Holding History

Washington Trust Advisors’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 		$2.18M Sell
20,298
-959
-5% -$99.7K 0.16% 82
2026
Q1 		$2.09M Sell
21,257
-124
-0.6% -$13.3K 0.17% 76
2025
Q4 		$2.12M Sell
21,381
-534
-2% -$49.9K 0.16% 78
2025
Q3 		$1.83M Buy
21,915
+19
+0.1% +$1.72K 0.14% 81
2025
Q2 		$2.21M Sell
21,896
-398
-2% -$39.2K 0.18% 71
2025
Q1 		$2.45M Sell
22,294
-76,141
-77% -$9.1M 0.22% 67
2024
Q4 		$12.4M Sell
98,435
-4,888
-5% -$643K 1.04% 27
2024
Q3 		$14.1M Sell
103,323
-7,829
-7% -$1.03M 1.21% 25
2024
Q2 		$15.2M Sell
111,152
-3,467
-3% -$496K 1.4% 23
2024
Q1 		$17M Sell
114,619
-1,067
-0.9% -$162K 1.56% 22
2023
Q4 		$18.2M Sell
115,686
-1,296
-1% -$196K 1.74% 21
2023
Q3 		$18.2M Sell
116,982
-964
-0.8% -$166K 1.87% 19
2023
Q2 		$21.1M Sell
117,946
-778
-0.7% -$138K 2.05% 17
2023
Q1 		$23M Sell
118,724
-642
-0.5% -$118K 2.34% 15
2022
Q4 		$20.8M Sell
119,366
-1,926
-2% -$333K 2.27% 15
2022
Q3 		$19.6M Sell
121,292
-988
-0.8% -$187K 1.83% 17
2022
Q2 		$22.3M Buy
122,280
+1,049
+0.9% +$191K 1.97% 16
2022
Q1 		$26M Sell
121,231
-957
-0.8% -$203K 1.85% 13
2021
Q4 		$26.2M Buy
+122,188
New +$24.9M 1.77% 17

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

Washington Trust Advisors's UPS Position: Q2 2026 in Review

Washington Trust Advisors reduced its United Parcel Service (UPS) stake by 4.5% in Q2 2026, selling an estimated $99.7K and leaving 20,298 shares worth $2.18M. The position accounts for 0.16% of the portfolio, ranked #82.

Washington Trust Advisors first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.2M in Q4 2021. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Washington Trust Advisors held 20,298 shares of United Parcel Service worth $2.18M as of Q2 2026.
  • Washington Trust Advisors sold 959 United Parcel Service shares in Q2 2026, an estimated $99.7K.
  • United Parcel Service made up 0.16% of Washington Trust Advisors's portfolio in Q2 2026, its #82 holding.
  • Washington Trust Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's United Parcel Service position peaked at $26.2M in Q4 2021.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.