NFG
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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
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 $5.7T 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