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TFC Financial Management’s United Parcel Service UPS Stock Holding History

TFC Financial Management’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 		$50.3K Sell
511
-6
-1% -$643 0.01% 271
2025
Q4 		$51.3K Sell
517
-7
-1% -$655 0.01% 271
2025
Q3 		$43.8K Sell
524
-10
-2% -$906 0.01% 282
2025
Q2 		$53.9K Sell
534
-5
-0.9% -$492 0.01% 251
2025
Q1 		$59.3K Sell
539
-4
-0.7% -$478 0.01% 240
2024
Q4 		$68.5K Hold
543
– – 0.01% 226
2024
Q3 		$74.1K Sell
543
-39
-7% -$5.12K 0.01% 222
2024
Q2 		$79.6K Buy
582
+28
+5% +$4.01K 0.01% 197
2024
Q1 		$82.4K Buy
554
+4
+0.7% +$608 0.01% 192
2023
Q4 		$86.5K Buy
550
+12
+2% +$1.81K 0.02% 183
2023
Q3 		$83.9K Sell
538
-1
-0.2% -$173 0.02% 178
2023
Q2 		$96.7K Sell
539
-41
-7% -$7.28K 0.02% 171
2023
Q1 		$113K Buy
580
+9
+2% +$1.65K 0.03% 154
2022
Q4 		$99.3K Buy
571
+4
+0.7% +$692 0.03% 157
2022
Q3 		$92K Hold
567
– – 0.03% 153
2022
Q2 		$104K Hold
567
– – 0.03% 149
2022
Q1 		$122K Hold
567
– – 0.03% 145
2021
Q4 		$122K Buy
567
+40
+8% +$8.14K 0.04% 147
2021
Q3 		$96K Hold
527
– – 0.03% 162
2021
Q2 		$110K Hold
527
– – 0.04% 148
2021
Q1 		$90K Hold
527
– – 0.04% 157
2020
Q4 		$89K Sell
527
-200
-28% -$33.8K 0.04% 152
2020
Q3 		$121K Buy
+727
New +$106K 0.06% 102

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

TFC Financial Management's UPS Position: Q1 2026 in Review

TFC Financial Management reduced its United Parcel Service (UPS) stake by 1.2% in Q1 2026, selling an estimated $643 and leaving 511 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #271.

TFC Financial Management first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $122K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • TFC Financial Management held 511 shares of United Parcel Service worth $50.3K as of Q1 2026.
  • TFC Financial Management sold 6 United Parcel Service shares in Q1 2026, an estimated $643.
  • United Parcel Service made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #271 holding.
  • TFC Financial Management first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's United Parcel Service position peaked at $122K in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.