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Fortress Financial Group’s United Parcel Service UPS Stock Holding History

Fortress Financial Group’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 		$428K Sell
3,980
-826
-17% -$85.9K 0.21% 43
2026
Q1 		$473K Sell
4,806
-22
-0.5% -$2.36K 0.35% 38
2025
Q4 		$479K Sell
4,828
-663
-12% -$62K 0.35% 40
2025
Q3 		$459K Sell
5,491
-297
-5% -$26.9K 0.35% 41
2025
Q2 		$584K Buy
5,788
+54
+0.9% +$5.31K 0.49% 34
2025
Q1 		$631K Buy
5,734
+714
+14% +$85.4K 0.63% 31
2024
Q4 		$633K Buy
+5,020
New +$661K 0.63% 31

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 $3.38T AUM 44.17% 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

Fortress Financial Group's UPS Position: Q2 2026 in Review

Fortress Financial Group reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $85.9K and leaving 3,980 shares worth $428K. The position accounts for 0.21% of the portfolio, ranked #43.

Fortress Financial Group first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $633K in Q4 2024. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Fortress Financial Group held 3,980 shares of United Parcel Service worth $428K as of Q2 2026.
  • Fortress Financial Group sold 826 United Parcel Service shares in Q2 2026, an estimated $85.9K.
  • United Parcel Service made up 0.21% of Fortress Financial Group's portfolio in Q2 2026, its #43 holding.
  • Fortress Financial Group first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Fortress Financial Group's United Parcel Service position peaked at $633K in Q4 2024.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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