Cahill Financial Advisors’s United Parcel Service UPS Stock Holding History

Cahill Financial Advisors’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	$285K	Buy	2,898 +3	+0.1%	+$322	0.03%	242
2025 Q4	$287K	Buy	2,895 +54	+2%	+$5.05K	0.03%	246
2025 Q3	$237K	Sell	2,841 -66	-2%	-$5.98K	0.03%	265
2025 Q2	$293K	Buy	+2,907	New	+$286K	0.04%	231
2022 Q4	–	Sell	-2,076	Closed	-$336K	–	231
2022 Q3	$336K	Sell	2,076 -240	-10%	-$45.4K	0.07%	175
2022 Q2	$423K	Buy	2,316 +193	+9%	+$35.2K	0.09%	163
2022 Q1	$456K	Buy	+2,123	New	+$451K	0.09%	163
2021 Q4	–	Sell	-795	Closed	-$145K	–	745
2021 Q3	$145K	Buy	+795	New	+$157K	0.03%	240
2015 Q1	–	Sell	-2,045	Closed	-$228K	–	105
2014 Q4	$228K	Hold	2,045	–	–	0.18%	97
2014 Q3	$202K	Hold	2,045	–	–	0.16%	102
2014 Q2	$210K	Buy	+2,045	New	+$205K	0.16%	106
2014 Q1	–	Sell	-2,000	Closed	-$211K	–	121
2013 Q4	$211K	Buy	+2,000	New	+$197K	0.18%	101

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

Cahill Financial Advisors's UPS Position: Q1 2026 in Review

Cahill Financial Advisors increased its United Parcel Service (UPS) stake by 0.1% in Q1 2026, buying an estimated $322 and bringing the position to 2,898 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #242.

Cahill Financial Advisors first reported a position in UPS in Q4 2013 and has held it in 12 quarters since. The position peaked at $456K in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Cahill Financial Advisors held 2,898 shares of United Parcel Service worth $285K as of Q1 2026.
Cahill Financial Advisors bought 3 United Parcel Service shares in Q1 2026, an estimated $322.
United Parcel Service made up 0.03% of Cahill Financial Advisors's portfolio in Q1 2026, its #242 holding.
Cahill Financial Advisors first reported a position in United Parcel Service in Q4 2013 and has held it in 12 quarters since.
Cahill Financial Advisors's United Parcel Service position peaked at $456K in Q1 2022.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.