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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
Q2 		$1.5M Buy
13,931
+898
+7% +$93.4K 0.38% 68
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 $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

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

Stiles Financial Services increased its United Parcel Service (UPS) stake by 6.9% in Q2 2026, buying an estimated $93.4K and bringing the position to 13,931 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #68.

Stiles Financial Services first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q4 2024. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Stiles Financial Services held 13,931 shares of United Parcel Service worth $1.5M as of Q2 2026.
  • Stiles Financial Services bought 898 United Parcel Service shares in Q2 2026, an estimated $93.4K.
  • United Parcel Service made up 0.38% of Stiles Financial Services's portfolio in Q2 2026, its #68 holding.
  • Stiles Financial Services first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's United Parcel Service position peaked at $1.51M in Q4 2024.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.