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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$419K Buy
3,894
+134
+4% +$13.9K 0.07% 120
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

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

Frisch Financial Group increased its United Parcel Service (UPS) stake by 3.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 3,894 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #120.

Frisch Financial Group first reported a position in UPS in Q4 2018 and has held it in 16 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Frisch Financial Group held 3,894 shares of United Parcel Service worth $419K as of Q2 2026.
  • Frisch Financial Group bought 134 United Parcel Service shares in Q2 2026, an estimated $13.9K.
  • United Parcel Service made up 0.07% of Frisch Financial Group's portfolio in Q2 2026, its #120 holding.
  • Frisch Financial Group first reported a position in United Parcel Service in Q4 2018 and has held it in 16 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.