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Tilson Financial Group’s United Parcel Service UPS Stock Holding History

Tilson Financial Group’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 		$2.47M Buy
23,021
+150
+0.7% +$15.6K 0.68% 30
2026
Q1 		$2.25M Sell
22,871
-27
-0.1% -$2.9K 0.68% 30
2025
Q4 		$2.27M Buy
22,898
+11
+0% +$1.03K 0.7% 30
2025
Q3 		$1.91M Sell
22,887
-3
-0% -$272 0.63% 30
2025
Q2 		$2.31M Sell
22,890
-4
-0% -$394 0.87% 26
2025
Q1 		$2.52M Sell
22,894
-15
-0.1% -$1.79K 1% 24
2024
Q4 		$2.89M Buy
22,909
+15
+0.1% +$1.97K 1.18% 23
2024
Q3 		$3.12M Buy
+22,894
New +$3.01M 1.35% 23
2024
Q2 		– Sell
-22,894
Closed -$3.4M – 61
2024
Q1 		$3.4M Hold
22,894
– – 1.83% 19
2023
Q4 		$3.6M Hold
22,894
– – 2.32% 13
2023
Q3 		$3.57M Buy
+22,894
New +$3.95M 2.8% 12
2023
Q2 		– Sell
-22,894
Closed -$4.44M – 53
2023
Q1 		$4.44M Hold
22,894
– – 3.63% 10
2022
Q4 		$3.98M Buy
+22,894
New +$3.96M 3.39% 10

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

Tilson Financial Group's UPS Position: Q2 2026 in Review

Tilson Financial Group increased its United Parcel Service (UPS) stake by 0.66% in Q2 2026, buying an estimated $15.6K and bringing the position to 23,021 shares worth $2.47M. The position accounts for 0.68% of the portfolio, ranked #30.

Tilson Financial Group first reported a position in UPS in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.44M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Tilson Financial Group held 23,021 shares of United Parcel Service worth $2.47M as of Q2 2026.
  • Tilson Financial Group bought 150 United Parcel Service shares in Q2 2026, an estimated $15.6K.
  • United Parcel Service made up 0.68% of Tilson Financial Group's portfolio in Q2 2026, its #30 holding.
  • Tilson Financial Group first reported a position in United Parcel Service in Q4 2022 and has held it in 13 quarters since.
  • Tilson Financial Group's United Parcel Service position peaked at $4.44M in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.