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

Frisch 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	$370K	Buy	3,760 +1,504	+67%	+$161K	0.08%	118
2025 Q4	$224K	Sell	2,256 -194	-8%	-$18.1K	0.05%	149
2025 Q3	$205K	Buy	+2,450	New	+$222K	0.05%	150
2022 Q1	–	Sell	-1,469	Closed	-$315K	–	161
2021 Q4	$315K	Buy	1,469 +57	+4%	+$11.6K	0.1%	119
2021 Q3	$257K	Buy	1,412 +6	+0.4%	+$1.18K	0.09%	126
2021 Q2	$292K	Buy	1,406 +7	+0.5%	+$1.4K	0.09%	117
2021 Q1	$238K	Sell	1,399 -978	-41%	-$158K	0.08%	131
2020 Q4	$400K	Buy	2,377 +511	+27%	+$86.2K	0.15%	73
2020 Q3	$311K	Buy	1,866 +12	+0.6%	+$1.75K	0.14%	77
2020 Q2	$206K	Buy	+1,854	New	+$185K	0.1%	91
2020 Q1	–	Sell	-2,073	Closed	-$243K	–	120
2019 Q4	$243K	Buy	2,073 +17	+0.8%	+$2.01K	0.12%	101
2019 Q3	$246K	Sell	2,056 -614	-23%	-$70.2K	0.15%	87
2019 Q2	$276K	Buy	2,670 +78	+3%	+$8.11K	0.18%	73
2019 Q1	$290K	Sell	2,592 -2	-0.1%	-$212	0.18%	77
2018 Q4	$253K	Buy	+2,594	New	+$281K	0.18%	79

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

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

Frisch Financial Group increased its United Parcel Service (UPS) stake by 67% in Q1 2026, buying an estimated $161K and bringing the position to 3,760 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #118.

Frisch Financial Group first reported a position in UPS in Q4 2018 and has held it in 15 quarters since. The position peaked at $400K in Q4 2020. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Frisch Financial Group held 3,760 shares of United Parcel Service worth $370K as of Q1 2026.
Frisch Financial Group bought 1,504 United Parcel Service shares in Q1 2026, an estimated $161K.
United Parcel Service made up 0.08% of Frisch Financial Group's portfolio in Q1 2026, its #118 holding.
Frisch Financial Group first reported a position in United Parcel Service in Q4 2018 and has held it in 15 quarters since.
Frisch Financial Group's United Parcel Service position peaked at $400K in Q4 2020.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.