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Larson Financial Group’s United Parcel Service UPS Stock Holding History

Larson Financial 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 		$803K Sell
8,159
-1,535
-16% -$165K 0.03% 361
2025
Q4 		$962K Sell
9,694
-471
-5% -$44.1K 0.03% 320
2025
Q3 		$849K Buy
10,165
+692
+7% +$62.7K 0.03% 343
2025
Q2 		$956K Sell
9,473
-273
-3% -$26.9K 0.04% 300
2025
Q1 		$1.07M Buy
9,746
+1,526
+19% +$182K 0.05% 257
2024
Q4 		$1.04M Buy
8,220
+896
+12% +$118K 0.05% 237
2024
Q3 		$999K Buy
7,324
+3,100
+73% +$407K 0.06% 232
2024
Q2 		$578K Buy
4,224
+128
+3% +$18.3K 0.04% 251
2024
Q1 		$609K Buy
4,096
+2,818
+221% +$428K 0.05% 208
2023
Q4 		$201K Buy
1,278
+100
+8% +$15.1K 0.02% 355
2023
Q3 		$184K Buy
1,178
+459
+64% +$79.2K 0.02% 340
2023
Q2 		$129K Buy
719
+209
+41% +$37.1K 0.01% 392
2023
Q1 		$99K Hold
510
– – 0.01% 434
2022
Q4 		$88.7K Hold
510
– – 0.01% 423
2022
Q3 		$82K Hold
510
– – 0.01% 388
2022
Q2 		$93K Buy
510
+23
+5% +$4.2K 0.02% 268
2022
Q1 		$104K Hold
487
– – 0.02% 269
2021
Q4 		$104K Sell
487
-106
-18% -$21.6K 0.02% 266
2021
Q3 		$108K Buy
593
+106
+22% +$20.9K 0.02% 203
2021
Q2 		$101K Sell
487
-6
-1% -$1.2K 0.02% 188
2021
Q1 		$84K Hold
493
– – 0.02% 185
2020
Q4 		$83K Hold
493
– – 0.03% 156
2020
Q3 		$82K Buy
493
+5
+1% +$728 0.03% 145
2020
Q2 		$54K Hold
488
– – 0.03% 188
2020
Q1 		$46K Hold
488
– – 0.03% 164
2019
Q4 		$57K Buy
488
+43
+10% +$5.09K 0.03% 145
2019
Q3 		$53K Hold
445
– – 0.03% 143
2019
Q2 		$46K Buy
445
+149
+50% +$15.5K 0.03% 129
2019
Q1 		$33K Hold
296
– – 0.03% 137
2018
Q4 		$29K Buy
+296
New +$32.1K 0.03% 133

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's UPS Position: Q1 2026 in Review

Larson Financial Group reduced its United Parcel Service (UPS) stake by 16% in Q1 2026, selling an estimated $165K and leaving 8,159 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #361.

Larson Financial Group first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.07M in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Larson Financial Group held 8,159 shares of United Parcel Service worth $803K as of Q1 2026.
  • Larson Financial Group sold 1,535 United Parcel Service shares in Q1 2026, an estimated $165K.
  • United Parcel Service made up 0.03% of Larson Financial Group's portfolio in Q1 2026, its #361 holding.
  • Larson Financial Group first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's United Parcel Service position peaked at $1.07M in Q1 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.