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

Norris 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
Q2 		– Sell
-26,063
Closed -$2.56M – 107
2026
Q1 		$2.56M Sell
26,063
-1,218
-4% -$131K 0.84% 39
2025
Q4 		$2.71M Buy
27,281
+2,215
+9% +$207K 0.92% 37
2025
Q3 		$2.09M Buy
25,066
+7,216
+40% +$654K 0.76% 42
2025
Q2 		$1.8M Buy
17,850
+2,264
+15% +$223K 0.74% 37
2025
Q1 		$1.71M Buy
15,586
+12,321
+377% +$1.47M 0.8% 35
2024
Q4 		$412K Hold
3,265
– – 0.19% 59
2024
Q3 		$445K Buy
+3,265
New +$429K 0.22% 57

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 $3.37T AUM 44.26% 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

Norris Financial Group's UPS Position: Q2 2026 in Review

Norris Financial Group sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 26,063 shares — an estimated $2.56M sold.

Norris Financial Group first reported a position in UPS in Q3 2024 and held it in 7 quarters. The position peaked at $2.71M in Q4 2025. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Norris Financial Group reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Norris Financial Group sold 26,063 United Parcel Service shares in Q2 2026, an estimated $2.56M.
  • Norris Financial Group first reported a position in United Parcel Service in Q3 2024 and held it in 7 quarters.
  • Norris Financial Group's United Parcel Service position peaked at $2.71M in Q4 2025.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.