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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
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 $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

Chapman Financial Group's UPS Position: Q1 2026 in Review

Chapman Financial Group reduced its United Parcel Service (UPS) stake by 11% in Q1 2026, selling an estimated $30.6K and leaving 2,383 shares worth $234K. The position accounts for 0.17% of the portfolio, ranked #117.

Chapman Financial Group first reported a position in UPS in Q4 2024 and has held it in 5 quarters since. The position peaked at $796K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Chapman Financial Group held 2,383 shares of United Parcel Service worth $234K as of Q1 2026.
  • Chapman Financial Group sold 285 United Parcel Service shares in Q1 2026, an estimated $30.6K.
  • United Parcel Service made up 0.17% of Chapman Financial Group's portfolio in Q1 2026, its #117 holding.
  • Chapman Financial Group first reported a position in United Parcel Service in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's United Parcel Service position peaked at $796K in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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