Miller Financial Services’s United Parcel Service UPS Stock Holding History

Miller Financial Services’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	$2.7M	Sell	27,444 -1,654	-6%	-$177K	2.96%	7
2025 Q4	$2.89M	Sell	29,098 -346	-1%	-$32.4K	3.39%	5
2025 Q3	$2.46M	Buy	29,444 +6,603	+29%	+$598K	2.84%	8
2025 Q2	$2.31M	Buy	22,841 +4,298	+23%	+$423K	2.94%	7
2025 Q1	$2.04M	Buy	18,543 +1,197	+7%	+$143K	2.93%	6
2024 Q4	$2.19M	Buy	+17,346	New	+$2.28M	1.85%	7

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Miller Financial Services's UPS Position: Q1 2026 in Review

Miller Financial Services reduced its United Parcel Service (UPS) stake by 5.7% in Q1 2026, selling an estimated $177K and leaving 27,444 shares worth $2.7M. The position accounts for 2.96% of the portfolio, ranked #7.

Miller Financial Services first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Miller Financial Services held 27,444 shares of United Parcel Service worth $2.7M as of Q1 2026.
Miller Financial Services sold 1,654 United Parcel Service shares in Q1 2026, an estimated $177K.
United Parcel Service made up 2.96% of Miller Financial Services's portfolio in Q1 2026, its #7 holding.
Miller Financial Services first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Miller Financial Services's United Parcel Service position peaked at $2.89M in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.