FF
UPS icon

Finley Financial’s United Parcel Service UPS Stock Holding History

Finley Financial’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 		$282K Hold
2,626
– – 0.11% 61
2026
Q1 		$258K Hold
2,626
– – 0.12% 60
2025
Q4 		$260K Hold
2,626
– – 0.12% 59
2025
Q3 		$219K Hold
2,626
– – 0.1% 66
2025
Q2 		$265K Hold
2,626
– – 0.13% 61
2025
Q1 		$254K Hold
2,626
– – 0.14% 59
2024
Q4 		$335K Buy
+2,626
New +$346K 0.17% 57

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Finley Financial's UPS Position: Q2 2026 in Review

Finley Financial held its United Parcel Service (UPS) position steady in Q2 2026 at 2,626 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #61.

Finley Financial first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Finley Financial held 2,626 shares of United Parcel Service worth $282K as of Q2 2026.
  • Finley Financial left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.11% of Finley Financial's portfolio in Q2 2026, its #61 holding.
  • Finley Financial first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's United Parcel Service position peaked at $335K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.