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

Bleakley 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 		$2.96M Buy
27,503
+1,204
+5% +$125K 0.04% 370
2026
Q1 		$2.59M Buy
26,299
+2,760
+12% +$296K 0.04% 339
2025
Q4 		$2.33M Buy
23,539
+1,115
+5% +$104K 0.04% 323
2025
Q3 		$1.87M Sell
22,424
-4,701
-17% -$426K 0.04% 304
2025
Q2 		$2.74M Sell
27,125
-1,324
-5% -$130K 0.07% 238
2025
Q1 		$3.13M Sell
28,449
-5,534
-16% -$662K 0.1% 185
2024
Q4 		$4.29M Sell
33,983
-28,595
-46% -$3.76M 0.13% 135
2024
Q3 		$8.53M Buy
62,578
+35,951
+135% +$4.72M 0.26% 63
2024
Q2 		$3.64M Sell
26,627
-1,933
-7% -$277K 0.11% 183
2024
Q1 		$4.24M Buy
28,560
+115
+0.4% +$17.5K 0.12% 163
2023
Q4 		$4.47M Buy
28,445
+5,832
+26% +$882K 0.14% 138
2023
Q3 		$3.52M Sell
22,613
-767
-3% -$132K 0.12% 154
2023
Q2 		$4.19M Sell
23,380
-2,328
-9% -$413K 0.13% 145
2023
Q1 		$4.99M Buy
25,708
+2,520
+11% +$462K 0.17% 111
2022
Q4 		$4.03M Buy
+23,188
New +$4.01M 0.14% 137

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

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

Bleakley Financial Group increased its United Parcel Service (UPS) stake by 4.6% in Q2 2026, buying an estimated $125K and bringing the position to 27,503 shares worth $2.96M. The position accounts for 0.04% of the portfolio, ranked #370.

Bleakley Financial Group first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.53M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bleakley Financial Group held 27,503 shares of United Parcel Service worth $2.96M as of Q2 2026.
  • Bleakley Financial Group bought 1,204 United Parcel Service shares in Q2 2026, an estimated $125K.
  • United Parcel Service made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #370 holding.
  • Bleakley Financial Group first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's United Parcel Service position peaked at $8.53M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.