NFSG
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Newbridge Financial Services Group’s United Parcel Service UPS Stock Holding History

Newbridge Financial Services 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
Q2 		$81.8K Sell
761
-70
-8% -$7.28K 0.01% 377
2026
Q1 		$81.8K Sell
831
-167
-17% -$17.9K 0.01% 343
2025
Q4 		$98.9K Buy
998
+695
+229% +$65K 0.02% 321
2025
Q3 		$25.3K Sell
303
-62
-17% -$5.62K ﹤0.01% 684
2025
Q2 		$36.8K Sell
365
-56
-13% -$5.51K 0.01% 569
2025
Q1 		$46.3K Sell
421
-190
-31% -$22.7K 0.01% 383
2024
Q4 		$77K Buy
+611
New +$80.4K 0.02% 316
2024
Q3 		– Sell
-745
Closed -$102K – 1081
2024
Q2 		$102K Buy
745
+300
+67% +$43K 0.04% 262
2024
Q1 		$66.1K Sell
445
-819
-65% -$124K 0.03% 350
2023
Q4 		$199K Sell
1,264
-16
-1% -$2.42K 0.1% 187
2023
Q3 		$200K Hold
1,280
– – 0.1% 188
2023
Q2 		$229K Sell
1,280
-56
-4% -$9.94K 0.11% 186
2023
Q1 		$259K Sell
1,336
-109
-8% -$20K 0.14% 152
2022
Q4 		$251K Sell
1,445
-470
-25% -$81.4K 0.15% 145
2022
Q3 		$309K Buy
1,915
+92
+5% +$17.4K 0.18% 118
2022
Q2 		$333K Sell
1,823
-206
-10% -$37.6K 0.21% 104
2022
Q1 		$435K Buy
2,029
+105
+5% +$22.3K 0.21% 99
2021
Q4 		$412K Buy
1,924
+1,280
+199% +$260K 0.19% 106
2021
Q3 		$117K Buy
644
+95
+17% +$18.8K 0.07% 250
2021
Q2 		$114K Sell
549
-23
-4% -$4.6K 0.07% 258
2021
Q1 		$97K Buy
572
+170
+42% +$27.5K 0.07% 260
2020
Q4 		$68K Sell
402
-137
-25% -$23.1K 0.06% 269
2020
Q3 		$90K Buy
+539
New +$78.5K 0.09% 209

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 $3.38T AUM 44.17% 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

Newbridge Financial Services Group's UPS Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its United Parcel Service (UPS) stake by 8.4% in Q2 2026, selling an estimated $7.28K and leaving 761 shares worth $81.8K. The position accounts for 0.01% of the portfolio, ranked #377.

Newbridge Financial Services Group first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $435K in Q1 2022. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Newbridge Financial Services Group held 761 shares of United Parcel Service worth $81.8K as of Q2 2026.
  • Newbridge Financial Services Group sold 70 United Parcel Service shares in Q2 2026, an estimated $7.28K.
  • United Parcel Service made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #377 holding.
  • Newbridge Financial Services Group first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's United Parcel Service position peaked at $435K in Q1 2022.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.