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Sharp Financial Services’s United Parcel Service UPS Stock Holding History

Sharp Financial Services’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 		$700K Buy
6,508
+252
+4% +$26.2K 0.32% 48
2026
Q1 		$615K Buy
6,256
+481
+8% +$51.6K 0.3% 45
2025
Q4 		$573K Sell
5,775
-2,950
-34% -$276K 0.29% 48
2025
Q3 		$729K Buy
8,725
+6,685
+328% +$605K 0.4% 37
2025
Q2 		$206K Sell
2,040
-502
-20% -$49.4K 0.13% 85
2025
Q1 		$280K Sell
2,542
-473
-16% -$56.6K 0.21% 70
2024
Q4 		$380K Sell
3,015
-615
-17% -$80.9K 0.29% 52
2024
Q3 		$495K Buy
3,630
+1,303
+56% +$171K 0.38% 44
2024
Q2 		$318K Sell
2,327
-229
-9% -$32.8K 0.27% 68
2024
Q1 		$380K Buy
2,556
+149
+6% +$22.6K 0.35% 60
2023
Q4 		$378K Buy
+2,407
New +$364K 0.41% 50

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

Sharp Financial Services's UPS Position: Q2 2026 in Review

Sharp Financial Services increased its United Parcel Service (UPS) stake by 4% in Q2 2026, buying an estimated $26.2K and bringing the position to 6,508 shares worth $700K. The position accounts for 0.32% of the portfolio, ranked #48.

Sharp Financial Services first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $729K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sharp Financial Services held 6,508 shares of United Parcel Service worth $700K as of Q2 2026.
  • Sharp Financial Services bought 252 United Parcel Service shares in Q2 2026, an estimated $26.2K.
  • United Parcel Service made up 0.32% of Sharp Financial Services's portfolio in Q2 2026, its #48 holding.
  • Sharp Financial Services first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Sharp Financial Services's United Parcel Service position peaked at $729K in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.