FFA
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Fi3 Financial Advisors’s United Parcel Service UPS Stock Holding History

Fi3 Financial Advisors’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 		$282K Sell
2,073
-513
-20% -$53.3K 0.07% 175
2026
Q1 		$254K Buy
2,586
+206
+9% +$22.1K 0.07% 167
2025
Q4 		$236K Buy
+2,380
New +$223K 0.07% 162

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fi3 Financial Advisors's UPS Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its United Parcel Service (UPS) stake by 20% in Q2 2026, selling an estimated $53.3K and leaving 2,073 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #175.

Fi3 Financial Advisors first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Fi3 Financial Advisors held 2,073 shares of United Parcel Service worth $282K as of Q2 2026.
  • Fi3 Financial Advisors sold 513 United Parcel Service shares in Q2 2026, an estimated $53.3K.
  • United Parcel Service made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #175 holding.
  • Fi3 Financial Advisors first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.