Everhart Financial Group’s United Parcel Service UPS Stock Holding History

Everhart Financial Group’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	$278K	Sell	2,587 -71	-3%	-$7.38K	0.02%	394
2026 Q1	$261K	Sell	2,658 -56	-2%	-$6.01K	0.02%	387
2025 Q4	$269K	Buy	+2,714	New	+$254K	0.02%	350
2023 Q3	–	Sell	-1,297	Closed	-$232K	–	230
2023 Q2	$232K	Sell	1,297 -218	-14%	-$38.7K	0.1%	188
2023 Q1	$294K	Buy	1,515 +284	+23%	+$52.1K	0.13%	141
2022 Q4	$214K	Sell	1,231 -187	-13%	-$32.4K	0.11%	165
2022 Q3	$229K	Sell	1,418 -285	-17%	-$54K	0.13%	162
2022 Q2	$310K	Buy	+1,703	New	+$311K	0.19%	117

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Everhart Financial Group's UPS Position: Q2 2026 in Review

Everhart Financial Group reduced its United Parcel Service (UPS) stake by 2.7% in Q2 2026, selling an estimated $7.38K and leaving 2,587 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #394.

Everhart Financial Group first reported a position in UPS in Q2 2022 and has held it in 8 quarters since. The position peaked at $310K in Q2 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Everhart Financial Group held 2,587 shares of United Parcel Service worth $278K as of Q2 2026.
Everhart Financial Group sold 71 United Parcel Service shares in Q2 2026, an estimated $7.38K.
United Parcel Service made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #394 holding.
Everhart Financial Group first reported a position in United Parcel Service in Q2 2022 and has held it in 8 quarters since.
Everhart Financial Group's United Parcel Service position peaked at $310K in Q2 2022.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.