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Coyle Financial Counsel’s United Parcel Service UPS Stock Holding History

Coyle Financial Counsel’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 		$563K Sell
5,723
-390
-6% -$41.8K 0.12% 60
2025
Q4 		$606K Buy
6,113
+355
+6% +$33.2K 0.13% 59
2025
Q3 		$481K Buy
+5,758
New +$522K 0.11% 65
2024
Q1 		– Sell
-1,551
Closed -$244K – 79
2023
Q4 		$244K Buy
1,551
+6
+0.4% +$907 0.09% 60
2023
Q3 		$241K Buy
1,545
+5
+0.3% +$863 0.1% 57
2023
Q2 		$276K Buy
1,540
+5
+0.3% +$888 0.12% 54
2023
Q1 		$298K Buy
1,535
+5
+0.3% +$917 0.14% 52
2022
Q4 		$266K Buy
1,530
+4
+0.3% +$692 0.13% 52
2022
Q3 		$246K Buy
1,526
+4
+0.3% +$757 0.16% 51
2022
Q2 		$278K Buy
1,522
+4
+0.3% +$730 0.15% 54
2022
Q1 		$325K Sell
1,518
-296
-16% -$62.9K 0.17% 59
2021
Q4 		$389K Buy
1,814
+3
+0.2% +$610 0.23% 53
2021
Q3 		$330K Buy
1,811
+511
+39% +$101K 0.19% 55
2021
Q2 		$270K Sell
1,300
-353
-21% -$70.6K 0.16% 51
2021
Q1 		$281K Buy
1,653
+50
+3% +$8.09K 0.19% 52
2020
Q4 		$270K Buy
1,603
+35
+2% +$5.91K 0.2% 48
2020
Q3 		$261K Buy
+1,568
New +$228K 0.22% 49
2018
Q3 		– Sell
-283
Closed -$30K – 285
2018
Q2 		$30K Buy
283
+13
+5% +$1.46K 0.03% 71
2018
Q1 		$28K Buy
+270
New +$31.2K 0.03% 61

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

Coyle Financial Counsel's UPS Position: Q1 2026 in Review

Coyle Financial Counsel reduced its United Parcel Service (UPS) stake by 6.4% in Q1 2026, selling an estimated $41.8K and leaving 5,723 shares worth $563K. The position accounts for 0.12% of the portfolio, ranked #60.

Coyle Financial Counsel first reported a position in UPS in Q1 2018 and has held it in 19 quarters since. The position peaked at $606K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Coyle Financial Counsel held 5,723 shares of United Parcel Service worth $563K as of Q1 2026.
  • Coyle Financial Counsel sold 390 United Parcel Service shares in Q1 2026, an estimated $41.8K.
  • United Parcel Service made up 0.12% of Coyle Financial Counsel's portfolio in Q1 2026, its #60 holding.
  • Coyle Financial Counsel first reported a position in United Parcel Service in Q1 2018 and has held it in 19 quarters since.
  • Coyle Financial Counsel's United Parcel Service position peaked at $606K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.