CFS
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CGC Financial Services’s United Parcel Service UPS Stock Holding History

CGC Financial Services’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 		$5.38K Hold
50
– – ﹤0.01% 256
2026
Q1 		$4.92K Hold
50
– – ﹤0.01% 254
2025
Q4 		$4.96K Hold
50
– – ﹤0.01% 265
2025
Q3 		$4.18K Hold
50
– – ﹤0.01% 268
2025
Q2 		$5.05K Hold
50
– – ﹤0.01% 250
2025
Q1 		$5.5K Hold
50
– – ﹤0.01% 237
2024
Q4 		$6.3K Hold
50
– – ﹤0.01% 231
2024
Q3 		$6.82K Hold
50
– – ﹤0.01% 222
2024
Q2 		$6.84K Hold
50
– – ﹤0.01% 221
2024
Q1 		$7.43K Sell
50
-95
-66% -$14.4K ﹤0.01% 227
2023
Q4 		$22.8K Buy
145
+95
+190% +$14.4K 0.01% 158
2023
Q3 		$7.79K Sell
50
-28
-36% -$4.83K 0.01% 185
2023
Q2 		$13.9K Buy
+78
New +$13.8K 0.01% 160

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGC Financial Services's UPS Position: Q2 2026 in Review

CGC Financial Services held its United Parcel Service (UPS) position steady in Q2 2026 at 50 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

CGC Financial Services first reported a position in UPS in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.8K in Q4 2023. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CGC Financial Services held 50 shares of United Parcel Service worth $5.38K as of Q2 2026.
  • CGC Financial Services left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #256 holding.
  • CGC Financial Services first reported a position in United Parcel Service in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's United Parcel Service position peaked at $22.8K in Q4 2023.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.