Gallagher Fiduciary Advisors’s United Parcel Service UPS Stock Holding History

Gallagher Fiduciary Advisors’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	$397K	Sell	4,033 -1,225	-23%	-$131K	0.02%	204
2025 Q4	$522K	Sell	5,258 -306	-5%	-$28.6K	0.02%	173
2025 Q3	$465K	Sell	5,564 -2,273	-29%	-$206K	0.02%	175
2025 Q2	$791K	Buy	7,837 +688	+10%	+$67.7K	0.03%	106
2025 Q1	$786K	Buy	7,149 +193	+3%	+$23.1K	0.03%	110
2024 Q4	$877K	Buy	6,956 +2,006	+41%	+$264K	0.17%	65
2024 Q3	$675K	Buy	4,950 +11	+0.2%	+$1.44K	0.14%	87
2024 Q2	$676K	Buy	4,939 +623	+14%	+$89.2K	0.15%	80
2024 Q1	$642K	Sell	4,316 -13	-0.3%	-$1.98K	0.02%	94
2023 Q4	$681K	Buy	4,329 +311	+8%	+$47K	0.02%	85
2023 Q3	$626K	Sell	4,018 -44	-1%	-$7.59K	0.06%	79
2023 Q2	$729K	Sell	4,062 -157	-4%	-$27.9K	0.06%	83
2023 Q1	$819K	Buy	+4,219	New	+$774K	0.07%	81

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

Gallagher Fiduciary Advisors's UPS Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its United Parcel Service (UPS) stake by 23% in Q1 2026, selling an estimated $131K and leaving 4,033 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #204.

Gallagher Fiduciary Advisors first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $877K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Gallagher Fiduciary Advisors held 4,033 shares of United Parcel Service worth $397K as of Q1 2026.
Gallagher Fiduciary Advisors sold 1,225 United Parcel Service shares in Q1 2026, an estimated $131K.
United Parcel Service made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #204 holding.
Gallagher Fiduciary Advisors first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's United Parcel Service position peaked at $877K in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.