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Symphony Financial’s United Parcel Service UPS Stock Holding History

Symphony Financial’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 		$362K Sell
3,366
-25
-0.7% -$2.6K 0.04% 238
2026
Q1 		$333K Buy
3,391
+34
+1% +$3.65K 0.04% 214
2025
Q4 		$333K Sell
3,357
-8,105
-71% -$758K 0.04% 213
2025
Q3 		$976K Sell
11,462
-571
-5% -$51.7K 0.12% 113
2025
Q2 		$1.22M Buy
12,033
+5,339
+80% +$525K 0.16% 105
2025
Q1 		$652K Buy
6,694
+386
+6% +$46.2K 0.39% 49
2024
Q4 		$837K Buy
6,308
+1,790
+40% +$236K 0.13% 110
2024
Q3 		$605K Buy
+4,518
New +$593K 0.1% 131
2023
Q3 		– Sell
-1,255
Closed -$221K – 189
2023
Q2 		$221K Sell
1,255
-22
-2% -$3.91K 0.05% 175
2023
Q1 		$244K Sell
1,277
-23
-2% -$4.22K 0.06% 188
2022
Q4 		$230K Sell
1,300
-340
-21% -$58.9K 0.06% 184
2022
Q3 		$271K Buy
1,640
+33
+2% +$6.25K 0.09% 168
2022
Q2 		$291K Buy
1,607
+8
+0.5% +$1.46K 0.09% 159
2022
Q1 		$308K Buy
1,599
+438
+38% +$93.1K 0.07% 162
2021
Q4 		$248K Buy
+1,161
New +$236K 0.07% 166

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

Symphony Financial's UPS Position: Q2 2026 in Review

Symphony Financial reduced its United Parcel Service (UPS) stake by 0.74% in Q2 2026, selling an estimated $2.6K and leaving 3,366 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #238.

Symphony Financial first reported a position in UPS in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.22M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Symphony Financial held 3,366 shares of United Parcel Service worth $362K as of Q2 2026.
  • Symphony Financial sold 25 United Parcel Service shares in Q2 2026, an estimated $2.6K.
  • United Parcel Service made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #238 holding.
  • Symphony Financial first reported a position in United Parcel Service in Q4 2021 and has held it in 15 quarters since.
  • Symphony Financial's United Parcel Service position peaked at $1.22M in Q2 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.