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

Stiles 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 		$1.28M Buy
13,033
+2,784
+27% +$299K 0.39% 71
2025
Q4 		$1.02M Sell
10,249
-507
-5% -$47.4K 0.31% 85
2025
Q3 		$898K Sell
10,756
-2,364
-18% -$214K 0.28% 88
2025
Q2 		$1.32M Buy
13,120
+1,013
+8% +$99.7K 0.46% 68
2025
Q1 		$1.33M Buy
12,107
+122
+1% +$14.6K 0.51% 64
2024
Q4 		$1.51M Buy
11,985
+1,663
+16% +$219K 0.55% 60
2024
Q3 		$1.41M Buy
10,322
+1,099
+12% +$144K 0.5% 64
2024
Q2 		$1.26M Buy
9,223
+771
+9% +$110K 0.49% 63
2024
Q1 		$1.26M Buy
8,452
+545
+7% +$82.8K 0.5% 67
2023
Q4 		$1.24M Buy
7,907
+240
+3% +$36.3K 0.56% 61
2023
Q3 		$1.2M Buy
7,667
+834
+12% +$144K 0.62% 54
2023
Q2 		$1.22M Buy
6,833
+481
+8% +$85.4K 0.61% 57
2023
Q1 		$1.23M Buy
6,352
+312
+5% +$57.2K 0.66% 49
2022
Q4 		$1.05M Buy
6,040
+144
+2% +$24.9K 0.6% 53
2022
Q3 		$952K Buy
5,896
+264
+5% +$50K 0.58% 54
2022
Q2 		$1.03M Buy
5,632
+265
+5% +$48.3K 0.62% 55
2022
Q1 		$1.15M Buy
5,367
+1,109
+26% +$236K 0.58% 53
2021
Q4 		$913K Buy
+4,258
New +$866K 0.44% 67

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

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

Stiles Financial Services increased its United Parcel Service (UPS) stake by 27% in Q1 2026, buying an estimated $299K and bringing the position to 13,033 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #71.

Stiles Financial Services first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.51M in Q4 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Stiles Financial Services held 13,033 shares of United Parcel Service worth $1.28M as of Q1 2026.
  • Stiles Financial Services bought 2,784 United Parcel Service shares in Q1 2026, an estimated $299K.
  • United Parcel Service made up 0.39% of Stiles Financial Services's portfolio in Q1 2026, its #71 holding.
  • Stiles Financial Services first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's United Parcel Service position peaked at $1.51M in Q4 2024.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.