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Garton & Associates Financial Advisors’s United Parcel Service UPS Stock Holding History

Garton & Associates Financial 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 		– Sell
-3,854
Closed -$382K – 660
2025
Q4 		$382K Buy
+3,854
New +$360K 0.21% 80

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Garton & Associates Financial Advisors's UPS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 3,854 shares — an estimated $382K sold.

Garton & Associates Financial Advisors first reported a position in UPS in Q4 2025 and held it in 1 quarter. The position peaked at $382K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,854 United Parcel Service shares in Q1 2026, an estimated $382K.
  • Garton & Associates Financial Advisors first reported a position in United Parcel Service in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's United Parcel Service position peaked at $382K in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.