Finivi Inc’s United Parcel Service UPS Stock Holding History

Finivi Inc’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	-3,893	Closed	-$383K	–	117
2026 Q1	$383K	Buy	+3,893	New	+$418K	0.21%	78

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Finivi Inc's UPS Position: Q2 2026 in Review

Finivi Inc sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 3,893 shares — an estimated $383K sold.

Finivi Inc first reported a position in UPS in Q1 2026 and held it in 1 quarter. The position peaked at $383K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Finivi Inc reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Finivi Inc sold 3,893 United Parcel Service shares in Q2 2026, an estimated $383K.
Finivi Inc first reported a position in United Parcel Service in Q1 2026 and held it in 1 quarter.
Finivi Inc's United Parcel Service position peaked at $383K in Q1 2026.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.