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Churchill Financial Advisors’s United Parcel Service UPS Stock Holding History

Churchill Financial Advisors’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
-9,416
Closed -$934K – 131
2025
Q4 		$934K Buy
+9,416
New +$881K 0.29% 63

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Churchill Financial Advisors's UPS Position: Q1 2026 in Review

Churchill Financial Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 9,416 shares — an estimated $934K sold.

Churchill Financial Advisors first reported a position in UPS in Q4 2025 and held it in 1 quarter. The position peaked at $934K in Q4 2025. 2,111 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Churchill Financial Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Churchill Financial Advisors sold 9,416 United Parcel Service shares in Q1 2026, an estimated $934K.
  • Churchill Financial Advisors first reported a position in United Parcel Service in Q4 2025 and held it in 1 quarter.
  • Churchill Financial Advisors's United Parcel Service position peaked at $934K in Q4 2025.
  • 2,111 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Churchill Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.