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Phoenix Financial’s United Parcel Service UPS Stock Holding History

Phoenix Financial’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 		$708K Buy
7,201
+1,290
+22% +$138K 0.01% 266
2025
Q4 		$586K Buy
5,911
+1,042
+21% +$97.5K 0.01% 281
2025
Q3 		$407K Buy
4,869
+1,207
+33% +$109K 0.01% 322
2025
Q2 		$370K Sell
3,662
-12,036
-77% -$1.18M ﹤0.01% 314
2025
Q1 		$1.73M Buy
15,698
+10,330
+192% +$1.24M 0.03% 184
2024
Q4 		$677K Sell
5,368
-868
-14% -$114K 0.01% 239
2024
Q3 		$851K Buy
6,236
+2,529
+68% +$332K 0.01% 226
2024
Q2 		$505K Sell
3,707
-27,682
-88% -$3.96M 0.01% 250
2024
Q1 		$4.66M Buy
31,389
+9,841
+46% +$1.5M 0.06% 145
2023
Q4 		$3.82M Buy
21,548
+2,423
+13% +$366K 0.06% 139
2023
Q3 		$2.98M Buy
19,125
+24
+0.1% +$4.14K 0.05% 154
2023
Q2 		$3.42M Buy
19,101
+3,534
+23% +$627K 0.07% 117
2023
Q1 		$3.02M Buy
15,567
+3,996
+35% +$733K 0.07% 122
2022
Q4 		$2.05M Sell
11,571
-666
-5% -$115K 0.04% 136
2022
Q3 		$2.06M Buy
12,237
+668
+6% +$126K 0.05% 144
2022
Q2 		$2.13M Buy
11,569
+1,825
+19% +$333K 0.04% 158
2022
Q1 		$2.09M Buy
+9,744
New +$2.07M 0.04% 188
2020
Q3 		– Sell
-3,115
Closed -$323K – 367
2020
Q2 		$323K Buy
+3,115
New +$311K 0.01% 261

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Phoenix Financial's UPS Position: Q1 2026 in Review

Phoenix Financial increased its United Parcel Service (UPS) stake by 22% in Q1 2026, buying an estimated $138K and bringing the position to 7,201 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #266.

Phoenix Financial first reported a position in UPS in Q2 2020 and has held it in 18 quarters since. The position peaked at $4.66M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Phoenix Financial held 7,201 shares of United Parcel Service worth $708K as of Q1 2026.
  • Phoenix Financial bought 1,290 United Parcel Service shares in Q1 2026, an estimated $138K.
  • United Parcel Service made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #266 holding.
  • Phoenix Financial first reported a position in United Parcel Service in Q2 2020 and has held it in 18 quarters since.
  • Phoenix Financial's United Parcel Service position peaked at $4.66M in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.