Howard Financial Services’s United Parcel Service UPS Stock Holding History

Howard Financial Services’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 Q3	$487K	Sell	5,215 -344	-6%	-$36.1K	0.05%	133
2026 Q2	$598K	Buy	5,559 +1,558	+39%	+$162K	0.06%	121
2026 Q1	$394K	Buy	4,001 +142	+4%	+$15.2K	0.04%	151
2025 Q4	$383K	Buy	3,859 +309	+9%	+$28.9K	0.04%	137
2025 Q3	$297K	Buy	3,550 +1,510	+74%	+$137K	0.04%	150
2025 Q2	$206K	Sell	2,040 -52	-2%	-$5.12K	0.03%	171
2025 Q1	$230K	Sell	2,092 -277	-12%	-$33.1K	0.03%	165
2024 Q4	$299K	Buy	2,369 +348	+17%	+$45.8K	0.04%	148
2024 Q3	$276K	Buy	+2,021	New	+$265K	0.04%	132

Other funds holding UPS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Howard Financial Services's UPS Position: Q3 2026 in Review

Howard Financial Services reduced its United Parcel Service (UPS) stake by 6.2% in Q3 2026, selling an estimated $36.1K and leaving 5,215 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #133.

Howard Financial Services first reported a position in UPS in Q3 2024 and has held it in 9 quarters since. The position peaked at $598K in Q2 2026. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Howard Financial Services held 5,215 shares of United Parcel Service worth $487K as of Q3 2026.
Howard Financial Services sold 344 United Parcel Service shares in Q3 2026, an estimated $36.1K.
United Parcel Service made up 0.05% of Howard Financial Services's portfolio in Q3 2026, its #133 holding.
Howard Financial Services first reported a position in United Parcel Service in Q3 2024 and has held it in 9 quarters since.
Howard Financial Services's United Parcel Service position peaked at $598K in Q2 2026.
1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.