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

Financial Connections 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 Q1	$3K	Hold	31	–	–	﹤0.01%	231
2025 Q4	$3K	Hold	31	–	–	﹤0.01%	208
2025 Q3	$2K	Sell	31 -67	-68%	-$6.07K	﹤0.01%	221
2025 Q2	$9K	Buy	98 +67	+216%	+$6.59K	﹤0.01%	189
2025 Q1	$3K	Hold	31	–	–	﹤0.01%	200
2024 Q4	$4K	Hold	31	–	–	﹤0.01%	182
2024 Q3	$4K	Hold	31	–	–	﹤0.01%	174
2024 Q2	$4K	Buy	+31	New	+$4.44K	﹤0.01%	267
2024 Q1	–	Sell	-47	Closed	-$7K	–	257
2023 Q4	$7K	Buy	+47	New	+$7.11K	﹤0.01%	179
2023 Q3	–	Sell	-47	Closed	-$8K	–	226
2023 Q2	$8K	Buy	47 +16	+52%	+$2.84K	0.01%	190
2023 Q1	$6K	Hold	31	–	–	﹤0.01%	192
2022 Q4	$5K	Hold	31	–	–	﹤0.01%	192
2022 Q3	$5K	Hold	31	–	–	﹤0.01%	179
2022 Q2	$5K	Hold	31	–	–	﹤0.01%	229
2022 Q1	$6K	Hold	31	–	–	0.01%	222
2021 Q4	$6K	Buy	+31	New	+$6.3K	0.01%	241

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Connections Group's UPS Position: Q1 2026 in Review

Financial Connections Group held its United Parcel Service (UPS) position steady in Q1 2026 at 31 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Financial Connections Group first reported a position in UPS in Q4 2021 and has held it in 16 quarters since. The position peaked at $9K in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Financial Connections Group held 31 shares of United Parcel Service worth $3K as of Q1 2026.
Financial Connections Group left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #231 holding.
Financial Connections Group first reported a position in United Parcel Service in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's United Parcel Service position peaked at $9K in Q2 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.