Brian Low Financial Group
UPS icon

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
Q2 		– Sell
-12,775
Closed -$1.26M – 127
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T 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 $1.96T AUM 27.49% 1-Year Est. Return

Brian Low Financial Group's UPS Position: Q2 2026 in Review

Brian Low Financial Group sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 12,775 shares — an estimated $1.26M sold.

Brian Low Financial Group first reported a position in UPS in Q4 2025 and held it in 2 quarters. The position peaked at $1.26M in Q1 2026. 2,157 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Brian Low Financial Group reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Brian Low Financial Group sold 12,775 United Parcel Service shares in Q2 2026, an estimated $1.26M.
  • Brian Low Financial Group first reported a position in United Parcel Service in Q4 2025 and held it in 2 quarters.
  • Brian Low Financial Group's United Parcel Service position peaked at $1.26M in Q1 2026.
  • 2,157 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.