William Allan Corp
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
Q3 		$2.82M Sell
30,197
-129
-0.4% -$13.5K 1.41% 26
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

William Allan Corp's UPS Position: Q3 2026 in Review

William Allan Corp reduced its United Parcel Service (UPS) stake by 0.43% in Q3 2026, selling an estimated $13.5K and leaving 30,197 shares worth $2.82M. The position accounts for 1.41% of the portfolio, ranked #26.

William Allan Corp first reported a position in UPS in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.71M in Q1 2022. 873 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • William Allan Corp held 30,197 shares of United Parcel Service worth $2.82M as of Q3 2026.
  • William Allan Corp sold 129 United Parcel Service shares in Q3 2026, an estimated $13.5K.
  • United Parcel Service made up 1.41% of William Allan Corp's portfolio in Q3 2026, its #26 holding.
  • William Allan Corp first reported a position in United Parcel Service in Q4 2021 and has held it in 20 quarters since.
  • William Allan Corp's United Parcel Service position peaked at $5.71M in Q1 2022.
  • 873 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.