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

LGT 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	$161K	Hold	1,500	–	–	0.85%	18
2026 Q1	$148K	Hold	1,500	–	–	0.76%	18
2025 Q4	$149K	Hold	1,500	–	–	0.91%	18
2025 Q3	$125K	Buy	1,500 +1,493	+21,329%	+$135K	0.27%	70
2025 Q2	$707	Buy	+7	New	+$689	﹤0.01%	411
2023 Q4	–	Sell	-1,000	Closed	-$156K	–	988
2023 Q3	$156K	Buy	+1,000	New	+$173K	0.2%	112

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

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

LGT Financial Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 1,500 shares worth $161K. The position accounts for 0.85% of the portfolio, ranked #18.

LGT Financial Advisors first reported a position in UPS in Q3 2023 and has held it in 6 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

LGT Financial Advisors held 1,500 shares of United Parcel Service worth $161K as of Q2 2026.
LGT Financial Advisors left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.85% of LGT Financial Advisors's portfolio in Q2 2026, its #18 holding.
LGT Financial Advisors first reported a position in United Parcel Service in Q3 2023 and has held it in 6 quarters since.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.