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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
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

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

Cooper Financial Group's UPS Position: Q2 2026 in Review

Cooper Financial Group increased its United Parcel Service (UPS) stake by 0.54% in Q2 2026, buying an estimated $25.1K and bringing the position to 45,059 shares worth $4.84M. The position accounts for 0.4% of the portfolio, ranked #49.

Cooper Financial Group first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.31M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cooper Financial Group held 45,059 shares of United Parcel Service worth $4.84M as of Q2 2026.
  • Cooper Financial Group bought 241 United Parcel Service shares in Q2 2026, an estimated $25.1K.
  • United Parcel Service made up 0.4% of Cooper Financial Group's portfolio in Q2 2026, its #49 holding.
  • Cooper Financial Group first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's United Parcel Service position peaked at $8.31M in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.