MFG
UPS icon

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

Magnus 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 		– Sell
-2,056
Closed -$204K – 435
2025
Q4 		$204K Buy
+2,056
New +$192K 0.02% 404
2021
Q1 		– Sell
-2,041
Closed -$344K – 357
2020
Q4 		$344K Buy
2,041
+378
+23% +$63.8K 0.03% 194
2020
Q3 		$277K Sell
1,663
-2,685
-62% -$391K 0.03% 207
2020
Q2 		$483K Sell
4,348
-2,124
-33% -$212K 0.05% 170
2020
Q1 		$605K Buy
+6,472
New +$671K 0.08% 116

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

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

Magnus Financial Group sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,056 shares — an estimated $204K sold.

Magnus Financial Group first reported a position in UPS in Q1 2020 and held it in 5 quarters. The position peaked at $605K in Q1 2020. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Magnus Financial Group reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 2,056 United Parcel Service shares in Q1 2026, an estimated $204K.
  • Magnus Financial Group first reported a position in United Parcel Service in Q1 2020 and held it in 5 quarters.
  • Magnus Financial Group's United Parcel Service position peaked at $605K in Q1 2020.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.