FFA
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Founders Financial Alliance’s United Parcel Service UPS Stock Holding History

Founders Financial Alliance’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 		$343K Buy
3,483
+493
+16% +$52.9K 0.06% 275
2025
Q4 		$297K Sell
2,990
-1,199
-29% -$112K 0.06% 286
2025
Q3 		$350K Buy
4,189
+1,722
+70% +$156K 0.07% 263
2025
Q2 		$249K Sell
2,467
-3,359
-58% -$330K 0.06% 286
2025
Q1 		$641K Buy
5,826
+697
+14% +$83.3K 0.16% 139
2024
Q4 		$647K Sell
5,129
-121
-2% -$15.9K 0.18% 116
2024
Q3 		$716K Buy
5,250
+197
+4% +$25.9K 0.2% 106
2024
Q2 		$691K Buy
5,053
+110
+2% +$15.7K 0.21% 106
2024
Q1 		$735K Sell
4,943
-641
-11% -$97.4K 0.22% 99
2023
Q4 		$878K Buy
5,584
+173
+3% +$26.2K 0.34% 68
2023
Q3 		$843K Sell
5,411
-825
-13% -$142K 0.37% 64
2023
Q2 		$1.12M Buy
6,236
+1,037
+20% +$184K 0.44% 48
2023
Q1 		$1.01M Sell
5,199
-386
-7% -$70.8K 0.5% 50
2022
Q4 		$971K Sell
5,585
-576
-9% -$99.7K 0.45% 58
2022
Q3 		$995K Buy
6,161
+1,050
+21% +$199K 0.51% 53
2022
Q2 		$933K Sell
5,111
-1,126
-18% -$205K 0.47% 53
2022
Q1 		$1.34M Sell
6,237
-556
-8% -$118K 0.59% 39
2021
Q4 		$1.46M Buy
6,793
+641
+10% +$130K 0.59% 40
2021
Q3 		$1.12M Sell
6,152
-136
-2% -$26.8K 0.52% 48
2021
Q2 		$1.31M Buy
6,288
+128
+2% +$25.6K 0.6% 39
2021
Q1 		$1.27M Buy
6,160
+556
+10% +$89.9K 0.62% 35
2020
Q4 		$944K Buy
5,604
+863
+18% +$146K 0.53% 43
2020
Q3 		$802K Buy
+4,741
New +$690K 0.48% 44

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

Founders Financial Alliance's UPS Position: Q1 2026 in Review

Founders Financial Alliance increased its United Parcel Service (UPS) stake by 16% in Q1 2026, buying an estimated $52.9K and bringing the position to 3,483 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #275.

Founders Financial Alliance first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Founders Financial Alliance held 3,483 shares of United Parcel Service worth $343K as of Q1 2026.
  • Founders Financial Alliance bought 493 United Parcel Service shares in Q1 2026, an estimated $52.9K.
  • United Parcel Service made up 0.06% of Founders Financial Alliance's portfolio in Q1 2026, its #275 holding.
  • Founders Financial Alliance first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's United Parcel Service position peaked at $1.46M in Q4 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.