BLFG
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Brian Low Financial Group’s United Parcel Service UPS Stock Holding History

Brian Low 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 		$1.26M Buy
12,775
+4,485
+54% +$481K 0.85% 42
2025
Q4 		$822K Buy
+8,290
New +$775K 0.58% 60

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

Brian Low Financial Group's UPS Position: Q1 2026 in Review

Brian Low Financial Group increased its United Parcel Service (UPS) stake by 54% in Q1 2026, buying an estimated $481K and bringing the position to 12,775 shares worth $1.26M. The position accounts for 0.85% of the portfolio, ranked #42.

Brian Low Financial Group first reported a position in UPS in Q4 2025 and has held it in 2 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Brian Low Financial Group held 12,775 shares of United Parcel Service worth $1.26M as of Q1 2026.
  • Brian Low Financial Group bought 4,485 United Parcel Service shares in Q1 2026, an estimated $481K.
  • United Parcel Service made up 0.85% of Brian Low Financial Group's portfolio in Q1 2026, its #42 holding.
  • Brian Low Financial Group first reported a position in United Parcel Service in Q4 2025 and has held it in 2 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.