Cooper Financial Group
UPS icon

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

Cooper 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
Q3 		$4.18M Sell
44,744
-315
-0.7% -$33.1K 0.33% 56
2026
Q2 		$4.84M Buy
45,059
+241
+0.5% +$25.1K 0.4% 49
2026
Q1 		$4.41M Buy
44,818
+179
+0.4% +$19.2K 0.45% 41
2025
Q4 		$4.43M Sell
44,639
-12,339
-22% -$1.15M 0.47% 39
2025
Q3 		$4.76M Buy
56,978
+71
+0.1% +$6.43K 0.53% 35
2025
Q2 		$5.74M Sell
56,907
-8,693
-13% -$855K 0.68% 32
2025
Q1 		$7.22M Sell
65,600
-307
-0.5% -$36.7K 0.95% 21
2024
Q4 		$8.31M Buy
65,907
+51,360
+353% +$6.76M 1% 19
2024
Q3 		$1.98M Sell
14,547
-2,095
-13% -$275K 0.26% 71
2024
Q2 		$2.28M Buy
16,642
+9,976
+150% +$1.43M 0.33% 55
2024
Q1 		$991K Buy
6,666
+285
+4% +$43.3K 0.16% 120
2023
Q4 		$1M Sell
6,381
-1,333
-17% -$202K 0.18% 109
2023
Q3 		$1.2M Buy
7,714
+138
+2% +$23.8K 0.29% 81
2023
Q2 		$1.36M Buy
7,576
+1,572
+26% +$279K 0.34% 68
2023
Q1 		$1.16M Sell
6,004
-131
-2% -$24K 0.31% 81
2022
Q4 		$1.07M Buy
6,135
+369
+6% +$63.9K 0.33% 75
2022
Q3 		$931K Buy
5,766
+341
+6% +$64.6K 0.34% 75
2022
Q2 		$990K Buy
5,425
+921
+20% +$168K 0.36% 73
2022
Q1 		$966K Buy
4,504
+16
+0.4% +$3.4K 0.37% 59
2021
Q4 		$962K Sell
4,488
-372
-8% -$75.7K 0.36% 68
2021
Q3 		$885K Buy
4,860
+13
+0.3% +$2.57K 0.18% 84
2021
Q2 		$1.01M Buy
4,847
+80
+2% +$16K 0.21% 69
2021
Q1 		$810K Sell
4,767
-129
-3% -$20.9K 0.18% 82
2020
Q4 		$824K Buy
4,896
+265
+6% +$44.7K 0.17% 105
2020
Q3 		$772K Buy
4,631
+201
+5% +$29.3K 0.22% 63
2020
Q2 		$493K Buy
4,430
+45
+1% +$4.49K 0.16% 90
2020
Q1 		$410K Sell
4,385
-221
-5% -$22.9K 0.17% 88
2019
Q4 		$539K Hold
4,606
– – 0.22% 70
2019
Q3 		$552K Sell
4,606
-589
-11% -$67.3K 0.25% 59
2019
Q2 		$536K Buy
5,195
+589
+13% +$61.3K 0.26% 61
2019
Q1 		$515K Sell
4,606
-20
-0.4% -$2.12K 0.28% 54
2018
Q4 		$451K Buy
+4,626
New +$502K 0.31% 54

Other funds holding UPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cooper Financial Group's UPS Position: Q3 2026 in Review

Cooper Financial Group reduced its United Parcel Service (UPS) stake by 0.7% in Q3 2026, selling an estimated $33.1K and leaving 44,744 shares worth $4.18M. The position accounts for 0.33% of the portfolio, ranked #56.

Cooper Financial Group first reported a position in UPS in Q4 2018 and has held it in 32 quarters since. The position peaked at $8.31M in Q4 2024. 1,318 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Cooper Financial Group held 44,744 shares of United Parcel Service worth $4.18M as of Q3 2026.
  • Cooper Financial Group sold 315 United Parcel Service shares in Q3 2026, an estimated $33.1K.
  • United Parcel Service made up 0.33% of Cooper Financial Group's portfolio in Q3 2026, its #56 holding.
  • Cooper Financial Group first reported a position in United Parcel Service in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's United Parcel Service position peaked at $8.31M in Q4 2024.
  • 1,318 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.