Compass Financial Management’s United Parcel Service UPS Stock Holding History

Compass Financial Management’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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Compass Financial Management's UPS Position: Q2 2026 in Review

Compass Financial Management 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.

2,040 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Compass Financial Management held 6,262 shares of United Parcel Service worth $676K as of Q2 2026.
United Parcel Service was a new Compass Financial Management position in Q2 2026.
United Parcel Service made up 0.08% of Compass Financial Management's portfolio in Q2 2026, its #229 holding.
2,040 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.