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

Copley 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
Q1 		$379K Sell
3,857
-327
-8% -$35.1K 0.23% 78
2025
Q4 		$415K Buy
+4,184
New +$391K 0.26% 66
2024
Q4 		– Sell
-37
Closed -$5.04K – 208
2024
Q3 		$5.04K Buy
+37
New +$4.86K ﹤0.01% 155

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Copley Financial Group's UPS Position: Q1 2026 in Review

Copley Financial Group reduced its United Parcel Service (UPS) stake by 7.8% in Q1 2026, selling an estimated $35.1K and leaving 3,857 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #78.

Copley Financial Group first reported a position in UPS in Q3 2024 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Copley Financial Group held 3,857 shares of United Parcel Service worth $379K as of Q1 2026.
  • Copley Financial Group sold 327 United Parcel Service shares in Q1 2026, an estimated $35.1K.
  • United Parcel Service made up 0.23% of Copley Financial Group's portfolio in Q1 2026, its #78 holding.
  • Copley Financial Group first reported a position in United Parcel Service in Q3 2024 and has held it in 3 quarters since.
  • Copley Financial Group's United Parcel Service position peaked at $415K in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.