DF
UPS icon

Dunhill Financial’s United Parcel Service UPS Stock Holding History

Dunhill 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 		$21.5K Buy
199
+38
+24% +$3.95K ﹤0.01% 468
2026
Q1 		$15.9K Sell
161
-10
-6% -$1.07K ﹤0.01% 465
2025
Q4 		$16.9K Buy
171
+9
+6% +$842 ﹤0.01% 411
2025
Q3 		$13.5K Sell
162
-107
-40% -$9.69K ﹤0.01% 418
2025
Q2 		$27.2K Sell
269
-249
-48% -$24.5K 0.01% 293
2025
Q1 		$57K Sell
518
-63
-11% -$7.53K 0.03% 179
2024
Q4 		$73.3K Sell
581
-1,250
-68% -$165K 0.03% 154
2024
Q3 		$250K Buy
1,831
+86
+5% +$11.3K 0.13% 65
2024
Q2 		$239K Buy
1,745
+1,461
+514% +$209K 0.15% 64
2024
Q1 		$42.2K Buy
284
+12
+4% +$1.82K 0.03% 122
2023
Q4 		$42.8K Buy
+272
New +$41.1K 0.04% 108

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

Dunhill Financial's UPS Position: Q2 2026 in Review

Dunhill Financial increased its United Parcel Service (UPS) stake by 24% in Q2 2026, buying an estimated $3.95K and bringing the position to 199 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Dunhill Financial first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $250K in Q3 2024. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Dunhill Financial held 199 shares of United Parcel Service worth $21.5K as of Q2 2026.
  • Dunhill Financial bought 38 United Parcel Service shares in Q2 2026, an estimated $3.95K.
  • United Parcel Service made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #468 holding.
  • Dunhill Financial first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's United Parcel Service position peaked at $250K in Q3 2024.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.