Eaton Financial Holdings’s United Parcel Service UPS Stock Holding History

Eaton Financial Holdings’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	–	Sell	-7,264	Closed	-$721K	–	142
2025 Q4	$721K	Buy	7,264 +12	+0.2%	+$1.12K	0.19%	82
2025 Q3	$606K	Hold	7,252	–	–	0.17%	84
2025 Q2	$732K	Sell	7,252 -1	-0%	-$98	0.23%	64
2025 Q1	$798K	Hold	7,253	–	–	0.33%	40
2024 Q4	$915K	Sell	7,253 -237	-3%	-$31.2K	0.35%	41
2024 Q3	$1.02M	Buy	+7,490	New	+$983K	0.42%	38
2024 Q1	$3.24M	Buy	21,822 +587	+3%	+$89.2K	1.68%	19
2023 Q4	$3.34M	Buy	21,235 +3,320	+19%	+$502K	0.81%	39
2023 Q3	$2.79M	Buy	+17,915	New	+$3.09M	0.75%	44

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eaton Financial Holdings's UPS Position: Q1 2026 in Review

Eaton Financial Holdings sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 7,264 shares — an estimated $721K sold.

Eaton Financial Holdings first reported a position in UPS in Q3 2023 and held it in 9 quarters. The position peaked at $3.34M in Q4 2023. 2,109 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Eaton Financial Holdings reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Eaton Financial Holdings sold 7,264 United Parcel Service shares in Q1 2026, an estimated $721K.
Eaton Financial Holdings first reported a position in United Parcel Service in Q3 2023 and held it in 9 quarters.
Eaton Financial Holdings's United Parcel Service position peaked at $3.34M in Q4 2023.
2,109 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Eaton Financial Holdings's 13F filing for Q1 2026, filed 15 Apr 2026.