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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dunhill Financial's UPS Position: Q1 2026 in Review

Dunhill Financial reduced its United Parcel Service (UPS) stake by 5.8% in Q1 2026, selling an estimated $1.07K and leaving 161 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Dunhill Financial first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $250K in Q3 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Dunhill Financial held 161 shares of United Parcel Service worth $15.9K as of Q1 2026.
Dunhill Financial sold 10 United Parcel Service shares in Q1 2026, an estimated $1.07K.
United Parcel Service made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #465 holding.
Dunhill Financial first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's United Parcel Service position peaked at $250K in Q3 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.