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Englebert Financial Advisers’s United Parcel Service UPS Stock Holding History

Englebert Financial Advisers’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
-6,696
Closed -$664K – 65
2025
Q4 		$664K Buy
+6,696
New +$626K 0.76% 30

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

Englebert Financial Advisers's UPS Position: Q1 2026 in Review

Englebert Financial Advisers sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 6,696 shares — an estimated $664K sold.

Englebert Financial Advisers first reported a position in UPS in Q4 2025 and held it in 1 quarter. The position peaked at $664K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Englebert Financial Advisers reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Englebert Financial Advisers sold 6,696 United Parcel Service shares in Q1 2026, an estimated $664K.
  • Englebert Financial Advisers first reported a position in United Parcel Service in Q4 2025 and held it in 1 quarter.
  • Englebert Financial Advisers's United Parcel Service position peaked at $664K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Englebert Financial Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.