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

Berger 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
Q2 		$244K Sell
2,266
-11
-0.5% -$1.14K 0.01% 421
2026
Q1 		$224K Sell
2,277
-193
-8% -$20.7K 0.01% 433
2025
Q4 		$245K Sell
2,470
-111
-4% -$10.4K 0.01% 413
2025
Q3 		$216K Buy
+2,581
New +$234K 0.01% 416
2024
Q2 		– Sell
-1,524
Closed -$227K – 378
2024
Q1 		$227K Buy
+1,524
New +$232K 0.02% 333
2023
Q3 		– Sell
-1,226
Closed -$220K – 293
2023
Q2 		$220K Sell
1,226
-7
-0.6% -$1.24K 0.02% 263
2023
Q1 		$239K Buy
1,233
+68
+6% +$12.5K 0.03% 242
2022
Q4 		$203K Buy
+1,165
New +$202K 0.03% 251
2022
Q3 		– Sell
-1,189
Closed -$217K – 258
2022
Q2 		$217K Sell
1,189
-103
-8% -$18.8K 0.03% 224
2022
Q1 		$277K Sell
1,292
-24,806
-95% -$5.27M 0.04% 220
2021
Q4 		$5.59M Buy
26,098
+890
+4% +$181K 0.74% 37
2021
Q3 		$4.59M Sell
25,208
-167
-0.7% -$33K 0.83% 39
2021
Q2 		$5.28M Sell
25,375
-1
-0% -$200 0.95% 27
2021
Q1 		$4.31M Buy
+25,376
New +$4.1M 0.94% 36

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 $3.38T AUM 44.17% 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

Berger Financial Group's UPS Position: Q2 2026 in Review

Berger Financial Group reduced its United Parcel Service (UPS) stake by 0.48% in Q2 2026, selling an estimated $1.14K and leaving 2,266 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #421.

Berger Financial Group first reported a position in UPS in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.59M in Q4 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Berger Financial Group held 2,266 shares of United Parcel Service worth $244K as of Q2 2026.
  • Berger Financial Group sold 11 United Parcel Service shares in Q2 2026, an estimated $1.14K.
  • United Parcel Service made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #421 holding.
  • Berger Financial Group first reported a position in United Parcel Service in Q1 2021 and has held it in 14 quarters since.
  • Berger Financial Group's United Parcel Service position peaked at $5.59M in Q4 2021.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.