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Financial Freedom LLC’s United Parcel Service UPS Stock Holding History

Financial Freedom LLC’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 		– Sell
-169
Closed -$16.6K – 368
2026
Q1 		$16.6K Buy
169
+44
+35% +$4.72K 0.01% 259
2025
Q4 		$12.4K Hold
125
– – 0.01% 254
2025
Q3 		$10.4K Hold
125
– – 0.01% 272
2025
Q2 		$12.6K Hold
125
– – 0.01% 256
2025
Q1 		$13.7K Hold
125
– – 0.01% 256
2024
Q4 		$15.8K Hold
125
– – 0.01% 243
2024
Q3 		$17K Hold
125
– – 0.01% 234
2024
Q2 		$17.1K Hold
125
– – 0.01% 235
2024
Q1 		$18.6K Hold
125
– – 0.01% 230
2023
Q4 		$19.7K Hold
125
– – 0.01% 226
2023
Q3 		$19.5K Hold
125
– – 0.01% 222
2023
Q2 		$22.4K Hold
125
– – 0.02% 204
2023
Q1 		$24.2K Hold
125
– – 0.02% 192
2022
Q4 		$21.7K Buy
+125
New +$21.6K 0.01% 207

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

Financial Freedom LLC's UPS Position: Q2 2026 in Review

Financial Freedom LLC sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 169 shares — an estimated $16.6K sold.

Financial Freedom LLC first reported a position in UPS in Q4 2022 and held it in 14 quarters. The position peaked at $24.2K in Q1 2023. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Financial Freedom LLC reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 169 United Parcel Service shares in Q2 2026, an estimated $16.6K.
  • Financial Freedom LLC first reported a position in United Parcel Service in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's United Parcel Service position peaked at $24.2K in Q1 2023.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.