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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortress Financial Group's UPS Position: Q1 2026 in Review

Fortress Financial Group reduced its United Parcel Service (UPS) stake by 0.46% in Q1 2026, selling an estimated $2.36K and leaving 4,806 shares worth $473K. The position accounts for 0.35% of the portfolio, ranked #38.

Fortress Financial Group first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $633K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Fortress Financial Group held 4,806 shares of United Parcel Service worth $473K as of Q1 2026.
Fortress Financial Group sold 22 United Parcel Service shares in Q1 2026, an estimated $2.36K.
United Parcel Service made up 0.35% of Fortress Financial Group's portfolio in Q1 2026, its #38 holding.
Fortress Financial Group first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Group's United Parcel Service position peaked at $633K in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.