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Chapman Financial Group’s United Parcel Service UPS Stock Holding History

Chapman Financial Group’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 		$256K Hold
2,383
– – 0.17% 116
2026
Q1 		$234K Sell
2,383
-285
-11% -$30.6K 0.17% 117
2025
Q4 		$265K Sell
2,668
-352
-12% -$32.9K 0.18% 108
2025
Q3 		$252K Sell
3,020
-1,769
-37% -$160K 0.17% 115
2025
Q2 		$483K Buy
+4,789
New +$471K 0.41% 68
2024
Q4 		$796K Buy
+6,313
New +$831K 0.64% 51

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

Chapman Financial Group's UPS Position: Q2 2026 in Review

Chapman Financial Group held its United Parcel Service (UPS) position steady in Q2 2026 at 2,383 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #116.

Chapman Financial Group first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $796K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Chapman Financial Group held 2,383 shares of United Parcel Service worth $256K as of Q2 2026.
  • Chapman Financial Group left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.17% of Chapman Financial Group's portfolio in Q2 2026, its #116 holding.
  • Chapman Financial Group first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's United Parcel Service position peaked at $796K in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.