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
Q2 		$377K Buy
3,503
+20
+0.6% +$2.08K 0.05% 289
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 $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 $3.37T AUM 44.26% 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

Founders Financial Alliance's UPS Position: Q2 2026 in Review

Founders Financial Alliance increased its United Parcel Service (UPS) stake by 0.57% in Q2 2026, buying an estimated $2.08K and bringing the position to 3,503 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #289.

Founders Financial Alliance first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.46M in Q4 2021. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Founders Financial Alliance held 3,503 shares of United Parcel Service worth $377K as of Q2 2026.
  • Founders Financial Alliance bought 20 United Parcel Service shares in Q2 2026, an estimated $2.08K.
  • United Parcel Service made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #289 holding.
  • Founders Financial Alliance first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's United Parcel Service position peaked at $1.46M in Q4 2021.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.