Stonebridge Financial Group (Pennsylvania)’s United Parcel Service UPS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$587K	Buy	5,459 +22	+0.4%	+$2.29K	0.04%	160
2026 Q1	$535K	Buy	5,437 +905	+20%	+$97.1K	0.04%	163
2025 Q4	$450K	Sell	4,532 -333	-7%	-$31.1K	0.04%	175
2025 Q3	$406K	Sell	4,865 -101	-2%	-$9.15K	0.04%	177
2025 Q2	$501K	Sell	4,966 -35	-0.7%	-$3.44K	0.05%	154
2025 Q1	$550K	Sell	5,001 -185	-4%	-$22.1K	0.06%	139
2024 Q4	$654K	Buy	+5,186	New	+$683K	0.07%	130

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s UPS Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its United Parcel Service (UPS) stake by 0.4% in Q2 2026, buying an estimated $2.29K and bringing the position to 5,459 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #160.

Stonebridge Financial Group (Pennsylvania) first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $654K in Q4 2024. 1,825 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 5,459 shares of United Parcel Service worth $587K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 22 United Parcel Service shares in Q2 2026, an estimated $2.29K.
United Parcel Service made up 0.04% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #160 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s United Parcel Service position peaked at $654K in Q4 2024.
1,825 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.