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Financial Consulate’s United Parcel Service UPS Stock Holding History

Financial Consulate’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 		$973K Buy
9,887
+46
+0.5% +$4.93K 0.12% 51
2025
Q4 		$976K Buy
9,841
+784
+9% +$73.3K 0.13% 51
2025
Q3 		$757K Buy
+9,057
New +$820K 0.11% 62
2024
Q2 		– Sell
-8,549
Closed -$1.27M – 39
2024
Q1 		$1.27M Buy
+8,549
New +$1.3M 0.38% 19
2023
Q2 		– Sell
-8,946
Closed -$1.74M – 111
2023
Q1 		$1.74M Buy
8,946
+57
+0.6% +$10.5K 0.61% 22
2022
Q4 		$1.55M Sell
8,889
-10
-0.1% -$1.73K 0.54% 31
2022
Q3 		$1.44M Sell
8,899
-68
-0.8% -$12.9K 0.61% 26
2022
Q2 		$1.64M Sell
8,967
-164
-2% -$29.9K 0.77% 23
2022
Q1 		$1.96M Sell
9,131
-45
-0.5% -$9.56K 0.75% 23
2021
Q4 		$1.97M Sell
9,176
-45
-0.5% -$9.15K 0.68% 25
2021
Q3 		$1.68M Sell
9,221
-49
-0.5% -$9.67K 0.61% 29
2021
Q2 		$1.93M Sell
9,270
-216
-2% -$43.2K 0.69% 27
2021
Q1 		$1.61M Hold
9,486
– – 0.65% 27
2020
Q4 		$1.6M Sell
9,486
-877
-8% -$148K 0.69% 26
2020
Q3 		$1.73M Sell
10,363
-173
-2% -$25.2K 0.82% 23
2020
Q2 		$1.17M Sell
10,536
-30
-0.3% -$3K 0.59% 30
2020
Q1 		$987K Sell
10,566
-19
-0.2% -$1.97K 0.59% 32
2019
Q4 		$1.24M Buy
10,585
+11
+0.1% +$1.3K 0.55% 31
2019
Q3 		$1.27M Sell
10,574
-173
-2% -$19.8K 0.55% 32
2019
Q2 		$1.11M Sell
10,747
-991
-8% -$103K 0.5% 35
2019
Q1 		$1.31M Sell
11,738
-215
-2% -$22.8K 0.6% 34
2018
Q4 		$1.17M Sell
11,953
-305
-2% -$33.1K 0.7% 38
2018
Q3 		$1.43M Buy
12,258
+10,024
+449% +$1.18M 0.81% 33
2018
Q2 		$237K Buy
+2,234
New +$251K 0.12% 102

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

Financial Consulate's UPS Position: Q1 2026 in Review

Financial Consulate increased its United Parcel Service (UPS) stake by 0.47% in Q1 2026, buying an estimated $4.93K and bringing the position to 9,887 shares worth $973K. The position accounts for 0.12% of the portfolio, ranked #51.

Financial Consulate first reported a position in UPS in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.97M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Financial Consulate held 9,887 shares of United Parcel Service worth $973K as of Q1 2026.
  • Financial Consulate bought 46 United Parcel Service shares in Q1 2026, an estimated $4.93K.
  • United Parcel Service made up 0.12% of Financial Consulate's portfolio in Q1 2026, its #51 holding.
  • Financial Consulate first reported a position in United Parcel Service in Q2 2018 and has held it in 24 quarters since.
  • Financial Consulate's United Parcel Service position peaked at $1.97M in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.