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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
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 $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 Freedom LLC's UPS Position: Q1 2026 in Review

Financial Freedom LLC increased its United Parcel Service (UPS) stake by 35% in Q1 2026, buying an estimated $4.72K and bringing the position to 169 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #259.

Financial Freedom LLC first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.2K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Financial Freedom LLC held 169 shares of United Parcel Service worth $16.6K as of Q1 2026.
  • Financial Freedom LLC bought 44 United Parcel Service shares in Q1 2026, an estimated $4.72K.
  • United Parcel Service made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #259 holding.
  • Financial Freedom LLC first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's United Parcel Service position peaked at $24.2K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.