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Houlihan Financial Resource Group’s United Parcel Service UPS Stock Holding History

Houlihan Financial Resource 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
Q2 		$378K Sell
3,513
-1,500
-30% -$156K 0.13% 89
2026
Q1 		$493K Sell
5,013
-250
-5% -$26.8K 0.19% 75
2025
Q4 		$522K Buy
+5,263
New +$492K 0.2% 74
2025
Q3 		– Sell
-8,430
Closed -$851K – 103
2025
Q2 		$851K Sell
8,430
-700
-8% -$68.9K 0.35% 53
2025
Q1 		$1M Sell
9,130
-100
-1% -$12K 0.45% 42
2024
Q4 		$1.16M Sell
9,230
-300
-3% -$39.5K 0.5% 39
2024
Q3 		$1.3M Buy
+9,530
New +$1.25M 0.54% 38
2024
Q2 		– Sell
-10,430
Closed -$1.55M – 93
2024
Q1 		$1.55M Sell
10,430
-433
-4% -$65.8K 0.7% 34
2023
Q4 		$1.71M Sell
10,863
-16
-0.1% -$2.42K 0.83% 31
2023
Q3 		$1.7M Buy
+10,879
New +$1.88M 0.91% 30
2023
Q2 		– Sell
-10,956
Closed -$2.13M – 169
2023
Q1 		$2.13M Sell
10,956
-74
-0.7% -$13.6K 1.16% 28
2022
Q4 		$1.92M Buy
+11,030
New +$1.91M 1.11% 26
2020
Q3 		$1.86M Buy
+11,158
New +$1.62M 1.07% 32
2020
Q1 		$1.05M Hold
11,252
– – 0.91% 32
2019
Q4 		$1.32M Buy
+11,252
New +$1.33M 0.85% 34

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

Houlihan Financial Resource Group's UPS Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its United Parcel Service (UPS) stake by 30% in Q2 2026, selling an estimated $156K and leaving 3,513 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #89.

Houlihan Financial Resource Group first reported a position in UPS in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.13M in Q1 2023. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Houlihan Financial Resource Group held 3,513 shares of United Parcel Service worth $378K as of Q2 2026.
  • Houlihan Financial Resource Group sold 1,500 United Parcel Service shares in Q2 2026, an estimated $156K.
  • United Parcel Service made up 0.13% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #89 holding.
  • Houlihan Financial Resource Group first reported a position in United Parcel Service in Q4 2019 and has held it in 15 quarters since.
  • Houlihan Financial Resource Group's United Parcel Service position peaked at $2.13M in Q1 2023.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.