FF
UPS icon

Farrell Financial’s United Parcel Service UPS Stock Holding History

Farrell 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 		$264K Sell
2,459
-145
-6% -$15.1K 0.14% 70
2026
Q1 		$256K Buy
+2,604
New +$279K 0.15% 68

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Farrell Financial's UPS Position: Q2 2026 in Review

Farrell Financial reduced its United Parcel Service (UPS) stake by 5.6% in Q2 2026, selling an estimated $15.1K and leaving 2,459 shares worth $264K. The position accounts for 0.14% of the portfolio, ranked #70.

Farrell Financial first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Farrell Financial held 2,459 shares of United Parcel Service worth $264K as of Q2 2026.
  • Farrell Financial sold 145 United Parcel Service shares in Q2 2026, an estimated $15.1K.
  • United Parcel Service made up 0.14% of Farrell Financial's portfolio in Q2 2026, its #70 holding.
  • Farrell Financial first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.