BFG
UPS icon

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

Birch 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 		$230K Sell
2,139
-169
-7% -$17.6K 0.12% 122
2026
Q1 		$227K Sell
2,308
-103
-4% -$11K 0.13% 122
2025
Q4 		$239K Sell
2,411
-124
-5% -$11.6K 0.14% 116
2025
Q3 		$212K Sell
2,535
-300
-11% -$27.2K 0.12% 121
2025
Q2 		$286K Buy
2,835
+92
+3% +$9.05K 0.23% 81
2025
Q1 		$302K Buy
+2,743
New +$328K 0.27% 79

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

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

Birch Financial Group reduced its United Parcel Service (UPS) stake by 7.3% in Q2 2026, selling an estimated $17.6K and leaving 2,139 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #122.

Birch Financial Group first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $302K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Birch Financial Group held 2,139 shares of United Parcel Service worth $230K as of Q2 2026.
  • Birch Financial Group sold 169 United Parcel Service shares in Q2 2026, an estimated $17.6K.
  • United Parcel Service made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #122 holding.
  • Birch Financial Group first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • Birch Financial Group's United Parcel Service position peaked at $302K in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.