LFIA
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Legacy Financial Independent Advisors’s United Parcel Service UPS Stock Holding History

Legacy Financial Independent 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
Q2 		$404K Sell
3,756
-97
-3% -$10.1K 0.19% 81
2026
Q1 		$379K Buy
+3,853
New +$413K 0.2% 77

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

Legacy Financial Independent Advisors's UPS Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its United Parcel Service (UPS) stake by 2.5% in Q2 2026, selling an estimated $10.1K and leaving 3,756 shares worth $404K. The position accounts for 0.19% of the portfolio, ranked #81.

Legacy Financial Independent Advisors first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. 2,126 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Legacy Financial Independent Advisors held 3,756 shares of United Parcel Service worth $404K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 97 United Parcel Service shares in Q2 2026, an estimated $10.1K.
  • United Parcel Service made up 0.19% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #81 holding.
  • Legacy Financial Independent Advisors first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • 2,126 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.