WestHill Financial Advisors’s United Parcel Service UPS Stock Holding History

WestHill Financial Advisors’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	$481K	Buy	4,471 +3	+0.1%	+$312	0.08%	52
2026 Q1	$440K	Buy	4,468 +2	+0%	+$214	0.08%	49
2025 Q4	$443K	Buy	4,466 +3	+0.1%	+$281	0.08%	49
2025 Q3	$373K	Buy	4,463 +3	+0.1%	+$272	0.07%	51
2025 Q2	$450K	Buy	4,460 +3	+0.1%	+$295	0.1%	46
2025 Q1	$490K	Buy	4,457 +2	+0%	+$239	0.11%	40
2024 Q4	$562K	Buy	4,455 +2	+0%	+$263	0.13%	38
2024 Q3	$607K	Buy	4,453 +2	+0%	+$263	0.14%	38
2024 Q2	$609K	Buy	4,451 +1	+0%	+$143	0.15%	33
2024 Q1	$661K	Buy	4,450 +2	+0%	+$304	0.16%	30
2023 Q4	$699K	Buy	4,448 +1	+0%	+$151	0.19%	29
2023 Q3	$693K	Buy	4,447 +2	+0%	+$345	0.2%	28
2023 Q2	$797K	Buy	4,445 +1	+0%	+$178	0.23%	27
2023 Q1	$862K	Sell	4,444 -99	-2%	-$18.2K	0.26%	27
2022 Q4	$790K	Buy	4,543 +2	+0%	+$346	0.25%	27
2022 Q3	$734K	Buy	4,541 +1	+0%	+$189	0.25%	27
2022 Q2	$829K	Buy	4,540 +1	+0%	+$182	0.27%	27
2022 Q1	$973K	Buy	4,539 +1	+0%	+$212	0.28%	27
2021 Q4	$973K	Buy	4,538 +1	+0%	+$203	0.28%	27
2021 Q3	$826K	Buy	+4,537	New	+$896K	0.26%	26
2021 Q1	$740K	Buy	4,351 +1	+0%	+$162	0.26%	25
2020 Q4	$733K	Buy	+4,350	New	+$734K	0.29%	24

Other funds holding UPS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

WestHill Financial Advisors's UPS Position: Q2 2026 in Review

WestHill Financial Advisors increased its United Parcel Service (UPS) stake by 0.07% in Q2 2026, buying an estimated $312 and bringing the position to 4,471 shares worth $481K. The position accounts for 0.08% of the portfolio, ranked #52.

WestHill Financial Advisors first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $973K in Q1 2022. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

WestHill Financial Advisors held 4,471 shares of United Parcel Service worth $481K as of Q2 2026.
WestHill Financial Advisors bought 3 United Parcel Service shares in Q2 2026, an estimated $312.
United Parcel Service made up 0.08% of WestHill Financial Advisors's portfolio in Q2 2026, its #52 holding.
WestHill Financial Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
WestHill Financial Advisors's United Parcel Service position peaked at $973K in Q1 2022.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.