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Chancellor Financial Group WB’s United Parcel Service UPS Stock Holding History

Chancellor Financial Group WB’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 		$217K Buy
+2,018
New +$210K 0.13% 134
2025
Q3 		– Sell
-2,280
Closed -$230K – 139
2025
Q2 		$230K Buy
2,280
+100
+5% +$9.84K 0.18% 116
2025
Q1 		$240K Sell
2,180
-200
-8% -$23.9K 0.2% 107
2024
Q4 		$300K Buy
+2,380
New +$313K 0.24% 85

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.89T AUM 35.08% 1-Year Est. Return

Chancellor Financial Group WB's UPS Position: Q2 2026 in Review

Chancellor Financial Group WB opened a new position in United Parcel Service (UPS) in Q2 2026: 2,018 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #134 among its holdings. This is a return to the name: Chancellor Financial Group WB previously reported a position in UPS as recently as Q2 2025.

Chancellor Financial Group WB first reported a position in UPS in Q4 2024 and has held it in 4 quarters since. The position peaked at $300K in Q4 2024. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Chancellor Financial Group WB held 2,018 shares of United Parcel Service worth $217K as of Q2 2026.
  • United Parcel Service was a new Chancellor Financial Group WB position in Q2 2026.
  • United Parcel Service made up 0.13% of Chancellor Financial Group WB's portfolio in Q2 2026, its #134 holding.
  • Chancellor Financial Group WB first reported a position in United Parcel Service in Q4 2024 and has held it in 4 quarters since.
  • Chancellor Financial Group WB's United Parcel Service position peaked at $300K in Q4 2024.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.