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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sharp Financial Services's UPS Position: Q1 2026 in Review

Sharp Financial Services increased its United Parcel Service (UPS) stake by 8.3% in Q1 2026, buying an estimated $51.6K and bringing the position to 6,256 shares worth $615K. The position accounts for 0.3% of the portfolio, ranked #45.

Sharp Financial Services first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $729K in Q3 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Sharp Financial Services held 6,256 shares of United Parcel Service worth $615K as of Q1 2026.
Sharp Financial Services bought 481 United Parcel Service shares in Q1 2026, an estimated $51.6K.
United Parcel Service made up 0.3% of Sharp Financial Services's portfolio in Q1 2026, its #45 holding.
Sharp Financial Services first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Sharp Financial Services's United Parcel Service position peaked at $729K in Q3 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.