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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
Q2 		$3.26M Sell
30,326
-99
-0.3% -$10.3K 1.59% 23
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 $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

William Allan Corp's UPS Position: Q2 2026 in Review

William Allan Corp reduced its United Parcel Service (UPS) stake by 0.33% in Q2 2026, selling an estimated $10.3K and leaving 30,326 shares worth $3.26M. The position accounts for 1.59% of the portfolio, ranked #23.

William Allan Corp first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.71M in Q1 2022. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • William Allan Corp held 30,326 shares of United Parcel Service worth $3.26M as of Q2 2026.
  • William Allan Corp sold 99 United Parcel Service shares in Q2 2026, an estimated $10.3K.
  • United Parcel Service made up 1.59% of William Allan Corp's portfolio in Q2 2026, its #23 holding.
  • William Allan Corp first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • William Allan Corp's United Parcel Service position peaked at $5.71M in Q1 2022.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on William Allan Corp's 13F filing for Q2 2026, filed 28 Jul 2026.