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DecisionPoint Financial’s United Parcel Service UPS Stock Holding History

DecisionPoint Financial’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 		$1.21K Buy
+11
New +$1.14K ﹤0.01% 407
2023
Q4 		– Sell
-11
Closed -$1.72K – 262
2023
Q3 		$1.72K Buy
+11
New +$1.9K ﹤0.01% 207

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

DecisionPoint Financial's UPS Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in United Parcel Service (UPS) in Q2 2026: 11 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in UPS as recently as Q3 2023.

DecisionPoint Financial first reported a position in UPS in Q3 2023 and has held it in 2 quarters since. The position peaked at $1.72K in Q3 2023. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • DecisionPoint Financial held 11 shares of United Parcel Service worth $1.21K as of Q2 2026.
  • United Parcel Service was a new DecisionPoint Financial position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #407 holding.
  • DecisionPoint Financial first reported a position in United Parcel Service in Q3 2023 and has held it in 2 quarters since.
  • DecisionPoint Financial's United Parcel Service position peaked at $1.72K in Q3 2023.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.