WAC
UPS icon

William Allan Corp’s United Parcel Service UPS Stock Holding History

William Allan Corp’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 		$2.99M Buy
30,425
+239
+0.8% +$25.6K 1.77% 23
2025
Q4 		$2.99M Sell
30,186
-585
-2% -$54.7K 1.7% 25
2025
Q3 		$2.57M Buy
30,771
+3,849
+14% +$349K 1.44% 30
2025
Q2 		$2.72M Sell
26,922
-3,146
-10% -$310K 1.58% 27
2025
Q1 		$3.31M Buy
30,068
+878
+3% +$105K 2.07% 20
2024
Q4 		$3.68M Buy
29,190
+811
+3% +$107K 2.26% 20
2024
Q3 		$3.87M Buy
28,379
+831
+3% +$109K 2.4% 17
2024
Q2 		$3.77M Buy
27,548
+253
+0.9% +$36.2K 2.52% 16
2024
Q1 		$4.06M Buy
27,295
+852
+3% +$130K 2.69% 17
2023
Q4 		$4.16M Sell
26,443
-179
-0.7% -$27.1K 2.98% 16
2023
Q3 		$4.15M Sell
26,622
-415
-2% -$71.6K 3.29% 11
2023
Q2 		$4.85M Sell
27,037
-3
-0% -$533 3.71% 4
2023
Q1 		$5.25M Sell
27,040
-48
-0.2% -$8.8K 4.17% 4
2022
Q4 		$4.71M Sell
27,088
-546
-2% -$94.5K 3.96% 5
2022
Q3 		$4.46M Buy
27,634
+413
+2% +$78.2K 4.12% 5
2022
Q2 		$4.97M Buy
27,221
+584
+2% +$107K 4.42% 4
2022
Q1 		$5.71M Buy
26,637
+1,803
+7% +$383K 4.31% 4
2021
Q4 		$5.32M Buy
+24,834
New +$5.05M 3.78% 7

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

William Allan Corp's UPS Position: Q1 2026 in Review

William Allan Corp increased its United Parcel Service (UPS) stake by 0.79% in Q1 2026, buying an estimated $25.6K and bringing the position to 30,425 shares worth $2.99M. The position accounts for 1.77% of the portfolio, ranked #23.

William Allan Corp first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.71M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • William Allan Corp held 30,425 shares of United Parcel Service worth $2.99M as of Q1 2026.
  • William Allan Corp bought 239 United Parcel Service shares in Q1 2026, an estimated $25.6K.
  • United Parcel Service made up 1.77% of William Allan Corp's portfolio in Q1 2026, its #23 holding.
  • William Allan Corp first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • William Allan Corp's United Parcel Service position peaked at $5.71M in Q1 2022.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on William Allan Corp's 13F filing for Q1 2026, filed 14 May 2026.