NFSG
UPS icon

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
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 $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

Newbridge Financial Services Group's UPS Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its United Parcel Service (UPS) stake by 17% in Q1 2026, selling an estimated $17.9K and leaving 831 shares worth $81.8K. The position accounts for 0.01% of the portfolio, ranked #343.

Newbridge Financial Services Group first reported a position in UPS in Q3 2020 and has held it in 22 quarters since. The position peaked at $435K in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Newbridge Financial Services Group held 831 shares of United Parcel Service worth $81.8K as of Q1 2026.
  • Newbridge Financial Services Group sold 167 United Parcel Service shares in Q1 2026, an estimated $17.9K.
  • United Parcel Service made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #343 holding.
  • Newbridge Financial Services Group first reported a position in United Parcel Service in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's United Parcel Service position peaked at $435K in Q1 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.