Coordinated Financial Services’s United Parcel Service UPS Stock Holding History

Coordinated Financial Services’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	$431K	Sell	4,382 -264	-6%	-$28.3K	0.25%	114
2025 Q4	$461K	Buy	4,646 +465	+11%	+$43.5K	0.27%	102
2025 Q3	$349K	Buy	4,181 +996	+31%	+$90.2K	0.22%	113
2025 Q2	$321K	Sell	3,185 -422	-12%	-$41.5K	0.22%	115
2025 Q1	$397K	Buy	3,607 +1,086	+43%	+$130K	0.3%	92
2024 Q4	$318K	Buy	+2,521	New	+$332K	0.25%	106
2024 Q2	$253K	Buy	1,849 +62	+3%	+$8.88K	0.22%	109
2024 Q1	$266K	Buy	+1,787	New	+$272K	0.23%	103

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coordinated Financial Services's UPS Position: Q1 2026 in Review

Coordinated Financial Services reduced its United Parcel Service (UPS) stake by 5.7% in Q1 2026, selling an estimated $28.3K and leaving 4,382 shares worth $431K. The position accounts for 0.25% of the portfolio, ranked #114.

Coordinated Financial Services first reported a position in UPS in Q1 2024 and has held it in 8 quarters since. The position peaked at $461K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Coordinated Financial Services held 4,382 shares of United Parcel Service worth $431K as of Q1 2026.
Coordinated Financial Services sold 264 United Parcel Service shares in Q1 2026, an estimated $28.3K.
United Parcel Service made up 0.25% of Coordinated Financial Services's portfolio in Q1 2026, its #114 holding.
Coordinated Financial Services first reported a position in United Parcel Service in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's United Parcel Service position peaked at $461K in Q4 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.