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 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 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

Houlihan Financial Resource Group's UPS Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its United Parcel Service (UPS) stake by 4.8% in Q1 2026, selling an estimated $26.8K and leaving 5,013 shares worth $493K. The position accounts for 0.19% of the portfolio, ranked #75.

Houlihan Financial Resource Group first reported a position in UPS in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.13M in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Houlihan Financial Resource Group held 5,013 shares of United Parcel Service worth $493K as of Q1 2026.
Houlihan Financial Resource Group sold 250 United Parcel Service shares in Q1 2026, an estimated $26.8K.
United Parcel Service made up 0.19% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #75 holding.
Houlihan Financial Resource Group first reported a position in United Parcel Service in Q4 2019 and has held it in 14 quarters since.
Houlihan Financial Resource Group's United Parcel Service position peaked at $2.13M in Q1 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.