COMPASS FINANCIAL MANAGEMENT LLC’s United Parcel Service UPS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$676K	Buy	+6,262	New	+$651K	0.08%	229

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's UPS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in United Parcel Service (UPS) in Q2 2026: 6,262 shares worth $676K. The stake represents 0.08% of the portfolio and ranks #229 among its holdings.

1,664 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 6,262 shares of United Parcel Service worth $676K as of Q2 2026.
United Parcel Service was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
United Parcel Service made up 0.08% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #229 holding.
1,664 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.