CFG
UPS icon

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
Q2 		$258K Sell
2,403
-1,454
-38% -$151K 0.16% 96
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 $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

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

Copley Financial Group reduced its United Parcel Service (UPS) stake by 38% in Q2 2026, selling an estimated $151K and leaving 2,403 shares worth $258K. The position accounts for 0.16% of the portfolio, ranked #96.

Copley Financial Group first reported a position in UPS in Q3 2024 and has held it in 4 quarters since. The position peaked at $415K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Copley Financial Group held 2,403 shares of United Parcel Service worth $258K as of Q2 2026.
  • Copley Financial Group sold 1,454 United Parcel Service shares in Q2 2026, an estimated $151K.
  • United Parcel Service made up 0.16% of Copley Financial Group's portfolio in Q2 2026, its #96 holding.
  • Copley Financial Group first reported a position in United Parcel Service in Q3 2024 and has held it in 4 quarters since.
  • Copley Financial Group's United Parcel Service position peaked at $415K in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.