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Atomi Financial Group’s United Parcel Service UPS Stock Holding History

Atomi Financial 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
Q1 		$2.18M Buy
22,199
+2,108
+10% +$226K 0.07% 229
2025
Q4 		$1.99M Buy
20,091
+936
+5% +$87.6K 0.06% 243
2025
Q3 		$1.6M Buy
19,155
+149
+0.8% +$13.5K 0.05% 245
2025
Q2 		$1.92M Buy
19,006
+3,791
+25% +$373K 0.07% 194
2025
Q1 		$1.67M Buy
15,215
+4,120
+37% +$493K 0.08% 198
2024
Q4 		$1.4M Buy
11,095
+3,440
+45% +$453K 0.07% 202
2024
Q3 		$1.04M Buy
7,655
+3,030
+66% +$398K 0.07% 240
2024
Q2 		$633K Buy
4,625
+214
+5% +$30.6K 0.05% 320
2024
Q1 		$656K Buy
4,411
+2,767
+168% +$421K 0.06% 262
2023
Q4 		$258K Buy
+1,644
New +$249K 0.04% 464
2023
Q3 		– Sell
-2,440
Closed -$437K – 379
2023
Q2 		$437K Buy
2,440
+250
+11% +$44.4K 0.2% 138
2023
Q1 		$425K Buy
+2,190
New +$402K 0.24% 112

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

Atomi Financial Group's UPS Position: Q1 2026 in Review

Atomi Financial Group increased its United Parcel Service (UPS) stake by 10% in Q1 2026, buying an estimated $226K and bringing the position to 22,199 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #229.

Atomi Financial Group first reported a position in UPS in Q1 2023 and has held it in 12 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Atomi Financial Group held 22,199 shares of United Parcel Service worth $2.18M as of Q1 2026.
  • Atomi Financial Group bought 2,108 United Parcel Service shares in Q1 2026, an estimated $226K.
  • United Parcel Service made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #229 holding.
  • Atomi Financial Group first reported a position in United Parcel Service in Q1 2023 and has held it in 12 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.