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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Berger Financial Group reduced its United Parcel Service (UPS) stake by 7.8% in Q1 2026, selling an estimated $20.7K and leaving 2,277 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #433.

Berger Financial Group first reported a position in UPS in Q1 2021 and has held it in 13 quarters since. The position peaked at $5.59M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Berger Financial Group held 2,277 shares of United Parcel Service worth $224K as of Q1 2026.
Berger Financial Group sold 193 United Parcel Service shares in Q1 2026, an estimated $20.7K.
United Parcel Service made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #433 holding.
Berger Financial Group first reported a position in United Parcel Service in Q1 2021 and has held it in 13 quarters since.
Berger Financial Group's United Parcel Service position peaked at $5.59M in Q4 2021.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.