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

Sovereign 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 		$2.17M Buy
22,098
+6
+0% +$643 0.38% 43
2025
Q4 		$2.19M Buy
22,092
+50
+0.2% +$4.68K 0.38% 44
2025
Q3 		$1.84M Buy
22,042
+73
+0.3% +$6.61K 0.34% 57
2025
Q2 		$2.22M Sell
21,969
-3
-0% -$295 0.46% 35
2025
Q1 		$2.42M Sell
21,972
-133
-0.6% -$15.9K 0.56% 31
2024
Q4 		$2.79M Sell
22,105
-226
-1% -$29.7K 0.64% 30
2024
Q3 		$3.04M Sell
22,331
-63
-0.3% -$8.27K 0.71% 28
2024
Q2 		$3.06M Sell
22,394
-106
-0.5% -$15.2K 0.76% 26
2024
Q1 		$3.34M Sell
22,500
-563
-2% -$85.6K 0.89% 23
2023
Q4 		$3.63M Sell
23,063
-377
-2% -$57K 1.11% 18
2023
Q3 		$3.65M Sell
23,440
-2,096
-8% -$362K 1.3% 18
2023
Q2 		$4.58M Sell
25,536
-1,848
-7% -$328K 1.49% 14
2023
Q1 		$5.31M Sell
27,384
-996
-4% -$183K 1.97% 10
2022
Q4 		$4.93M Buy
28,380
+648
+2% +$112K 1.94% 9
2022
Q3 		$4.48M Buy
27,732
+35
+0.1% +$6.63K 1.82% 13
2022
Q2 		$5.06M Sell
27,697
-990
-3% -$181K 1.99% 13
2022
Q1 		$6.15M Sell
28,687
-1,098
-4% -$233K 2.28% 8
2021
Q4 		$6.38M Sell
29,785
-285
-0.9% -$58K 2.56% 5
2021
Q3 		$5.48M Sell
30,070
-11,677
-28% -$2.3M 3.15% 5
2021
Q2 		$7.1M Hold
41,747
– – 4.3% 3
2021
Q1 		$7.1M Buy
41,747
+19,850
+91% +$3.21M 4.43% 3
2020
Q4 		$3.69M Buy
+21,897
New +$3.7M 2.66% 6

Other funds holding UPS

BlackRock
BlackRock New York $5.72T 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

Sovereign Financial Group's UPS Position: Q1 2026 in Review

Sovereign Financial Group increased its United Parcel Service (UPS) stake by 0.03% in Q1 2026, buying an estimated $643 and bringing the position to 22,098 shares worth $2.17M. The position accounts for 0.38% of the portfolio, ranked #43.

Sovereign Financial Group first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.1M in Q2 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Sovereign Financial Group held 22,098 shares of United Parcel Service worth $2.17M as of Q1 2026.
  • Sovereign Financial Group bought 6 United Parcel Service shares in Q1 2026, an estimated $643.
  • United Parcel Service made up 0.38% of Sovereign Financial Group's portfolio in Q1 2026, its #43 holding.
  • Sovereign Financial Group first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Sovereign Financial Group's United Parcel Service position peaked at $7.1M in Q2 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.