Cascade Financial Partners’s United Parcel Service UPS Stock Holding History

Cascade Financial Partners’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	–	Sell	-2,436	Closed	-$242K	–	284
2025 Q4	$242K	Sell	2,436 -227	-9%	-$21.2K	0.02%	235
2025 Q3	$222K	Sell	2,663 -478	-15%	-$43.3K	0.03%	242
2025 Q2	$317K	Sell	3,141 -185	-6%	-$18.2K	0.04%	198
2025 Q1	$366K	Buy	3,326 +35	+1%	+$4.18K	0.05%	183
2024 Q4	$415K	Sell	3,291 -418	-11%	-$55K	0.05%	154
2024 Q3	$487K	Sell	3,709 -50	-1%	-$6.57K	0.06%	142
2024 Q2	$514K	Sell	3,759 -69	-2%	-$9.88K	0.07%	135
2024 Q1	$555K	Buy	+3,828	New	+$582K	0.08%	127

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

Cascade Financial Partners's UPS Position: Q1 2026 in Review

Cascade Financial Partners sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,436 shares — an estimated $242K sold.

Cascade Financial Partners first reported a position in UPS in Q1 2024 and held it in 8 quarters. The position peaked at $555K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Cascade Financial Partners reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Cascade Financial Partners sold 2,436 United Parcel Service shares in Q1 2026, an estimated $242K.
Cascade Financial Partners first reported a position in United Parcel Service in Q1 2024 and held it in 8 quarters.
Cascade Financial Partners's United Parcel Service position peaked at $555K in Q1 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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