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Strategic Financial Concepts’s United Parcel Service UPS Stock Holding History

Strategic Financial Concepts’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 		$205K Buy
+1,905
New +$198K 0.06% 226
2024
Q3 		– Sell
-47,721
Closed -$3.93K – 705
2024
Q2 		$3.93K Buy
+47,721
New +$6.83M ﹤0.01% 503

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 $3.38T AUM 44.17% 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

Strategic Financial Concepts's UPS Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in United Parcel Service (UPS) in Q2 2026: 1,905 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #226 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in UPS as recently as Q2 2024.

Strategic Financial Concepts first reported a position in UPS in Q2 2024 and has held it in 2 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Strategic Financial Concepts held 1,905 shares of United Parcel Service worth $205K as of Q2 2026.
  • United Parcel Service was a new Strategic Financial Concepts position in Q2 2026.
  • United Parcel Service made up 0.06% of Strategic Financial Concepts's portfolio in Q2 2026, its #226 holding.
  • Strategic Financial Concepts first reported a position in United Parcel Service in Q2 2024 and has held it in 2 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.