Level Financial Advisors’s United Parcel Service UPS Stock Holding History

Level Financial 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	$1.31M	Sell	12,152 -230	-2%	-$23.9K	0.29%	44
2026 Q1	$1.22M	Hold	12,382	–	–	0.31%	44
2025 Q4	$1.23M	Hold	12,382	–	–	0.32%	42
2025 Q3	$1.03M	Hold	12,382	–	–	0.29%	47
2025 Q2	$1.25M	Hold	12,382	–	–	0.39%	41
2025 Q1	$1.36M	Hold	12,382	–	–	0.46%	39
2024 Q4	$1.56M	Buy	+12,382	New	+$1.63M	0.57%	33
2024 Q2	–	Sell	-1,400	Closed	-$208K	–	76
2024 Q1	$208K	Hold	1,400	–	–	0.09%	71
2023 Q4	$220K	Hold	1,400	–	–	0.11%	64
2023 Q3	$218K	Hold	1,400	–	–	0.12%	57
2023 Q2	$251K	Buy	+1,400	New	+$249K	0.14%	53

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Financial Advisors's UPS Position: Q2 2026 in Review

Level Financial Advisors reduced its United Parcel Service (UPS) stake by 1.9% in Q2 2026, selling an estimated $23.9K and leaving 12,152 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #44.

Level Financial Advisors first reported a position in UPS in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Level Financial Advisors held 12,152 shares of United Parcel Service worth $1.31M as of Q2 2026.
Level Financial Advisors sold 230 United Parcel Service shares in Q2 2026, an estimated $23.9K.
United Parcel Service made up 0.29% of Level Financial Advisors's portfolio in Q2 2026, its #44 holding.
Level Financial Advisors first reported a position in United Parcel Service in Q2 2023 and has held it in 11 quarters since.
Level Financial Advisors's United Parcel Service position peaked at $1.56M in Q4 2024.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.