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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
Q2 		$2.37M Sell
22,039
-59
-0.3% -$6.13K 0.36% 44
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 $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

Sovereign Financial Group's UPS Position: Q2 2026 in Review

Sovereign Financial Group reduced its United Parcel Service (UPS) stake by 0.27% in Q2 2026, selling an estimated $6.13K and leaving 22,039 shares worth $2.37M. The position accounts for 0.36% of the portfolio, ranked #44.

Sovereign Financial Group first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.1M in Q2 2021. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sovereign Financial Group held 22,039 shares of United Parcel Service worth $2.37M as of Q2 2026.
  • Sovereign Financial Group sold 59 United Parcel Service shares in Q2 2026, an estimated $6.13K.
  • United Parcel Service made up 0.36% of Sovereign Financial Group's portfolio in Q2 2026, its #44 holding.
  • Sovereign Financial Group first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's United Parcel Service position peaked at $7.1M in Q2 2021.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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