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Cannon Financial Strategists’s United Parcel Service UPS Stock Holding History

Cannon Financial Strategists’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 		$246K Hold
2,498
– – 0.03% 95
2025
Q4 		$248K Hold
2,498
– – 0.03% 85
2025
Q3 		$209K Hold
2,498
– – 0.03% 97
2025
Q2 		$252K Sell
2,498
-221
-8% -$21.7K 0.04% 86
2025
Q1 		$299K Hold
2,719
– – 0.05% 73
2024
Q4 		$343K Buy
2,719
+137
+5% +$18K 0.06% 68
2024
Q3 		$352K Buy
2,582
+163
+7% +$21.4K 0.06% 69
2024
Q2 		$331K Sell
2,419
-200
-8% -$28.6K 0.06% 68
2024
Q1 		$389K Sell
2,619
-6
-0.2% -$912 0.08% 66
2023
Q4 		$413K Buy
2,625
+6
+0.2% +$907 0.09% 59
2023
Q3 		$408K Buy
2,619
+37
+1% +$6.39K 0.1% 54
2023
Q2 		$463K Hold
2,582
– – 0.13% 57
2023
Q1 		$501K Hold
2,582
– – 0.17% 45
2022
Q4 		$449K Hold
2,582
– – 0.16% 45
2022
Q3 		$417K Hold
2,582
– – 0.16% 46
2022
Q2 		$471K Buy
2,582
+21
+0.8% +$3.83K 0.18% 48
2022
Q1 		$549K Hold
2,561
– – 0.2% 39
2021
Q4 		$549K Hold
2,561
– – 0.2% 42
2021
Q3 		$466K Hold
2,561
– – 0.18% 44
2021
Q2 		$533K Sell
2,561
-70
-3% -$14K 0.21% 36
2021
Q1 		$447K Hold
2,631
– – 0.19% 39
2020
Q4 		$443K Sell
2,631
-103
-4% -$17.4K 0.22% 38
2020
Q3 		$456K Hold
2,734
– – 0.25% 35
2020
Q2 		$304K Hold
2,734
– – 0.18% 42
2020
Q1 		$255K Hold
2,734
– – 0.19% 43
2019
Q4 		$320K Sell
2,734
-234
-8% -$27.7K 0.21% 40
2019
Q3 		$356K Buy
2,968
+104
+4% +$11.9K 0.27% 35
2019
Q2 		$296K Hold
2,864
– – 0.25% 36
2019
Q1 		$320K Buy
+2,864
New +$304K 0.29% 37

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

Cannon Financial Strategists's UPS Position: Q1 2026 in Review

Cannon Financial Strategists held its United Parcel Service (UPS) position steady in Q1 2026 at 2,498 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #95.

Cannon Financial Strategists first reported a position in UPS in Q1 2019 and has held it in 29 quarters since. The position peaked at $549K in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Cannon Financial Strategists held 2,498 shares of United Parcel Service worth $246K as of Q1 2026.
  • Cannon Financial Strategists left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.03% of Cannon Financial Strategists's portfolio in Q1 2026, its #95 holding.
  • Cannon Financial Strategists first reported a position in United Parcel Service in Q1 2019 and has held it in 29 quarters since.
  • Cannon Financial Strategists's United Parcel Service position peaked at $549K in Q1 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.