XF
UPS icon

XML Financial’s United Parcel Service UPS Stock Holding History

XML 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 		$3.04M Sell
28,260
-293
-1% -$30.5K 0.22% 99
2026
Q1 		$2.81M Sell
28,553
-2,251
-7% -$241K 0.23% 96
2025
Q4 		$3.06M Sell
30,804
-1,470
-5% -$137K 0.25% 86
2025
Q3 		$2.7M Sell
32,274
-5,800
-15% -$525K 0.22% 96
2025
Q2 		$3.84M Sell
38,074
-2,542
-6% -$250K 0.33% 77
2025
Q1 		$4.47M Sell
40,616
-818
-2% -$97.8K 0.42% 67
2024
Q4 		$5.22M Sell
41,434
-1,560
-4% -$205K 0.48% 58
2024
Q3 		$5.86M Buy
42,994
+2,140
+5% +$281K 0.54% 53
2024
Q2 		$5.59M Buy
40,854
+2,301
+6% +$329K 0.56% 51
2024
Q1 		$5.73M Sell
38,553
-8,830
-19% -$1.34M 0.59% 48
2023
Q4 		$7.45M Buy
47,383
+582
+1% +$88K 0.79% 35
2023
Q3 		$7.29M Sell
46,801
-330
-0.7% -$57K 0.87% 31
2023
Q2 		$8.45M Buy
47,131
+234
+0.5% +$41.5K 0.98% 27
2023
Q1 		$9.1M Buy
46,897
+747
+2% +$137K 1.11% 22
2022
Q4 		$8.02M Buy
46,150
+3,846
+9% +$666K 1.01% 30
2022
Q3 		$6.83M Buy
+42,304
New +$8.01M 0.95% 35
2022
Q2 		– Sell
-40,174
Closed -$8.62M – 329
2022
Q1 		$8.62M Buy
40,174
+70
+0.2% +$14.9K 1.02% 28
2021
Q4 		$8.6M Buy
40,104
+179
+0.4% +$36.4K 1.04% 25
2021
Q3 		$7.27M Buy
39,925
+38,953
+4,008% +$7.69M 0.97% 28
2021
Q2 		$202K Buy
+972
New +$194K 0.04% 216

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

XML Financial's UPS Position: Q2 2026 in Review

XML Financial reduced its United Parcel Service (UPS) stake by 1% in Q2 2026, selling an estimated $30.5K and leaving 28,260 shares worth $3.04M. The position accounts for 0.22% of the portfolio, ranked #99.

XML Financial first reported a position in UPS in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.1M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • XML Financial held 28,260 shares of United Parcel Service worth $3.04M as of Q2 2026.
  • XML Financial sold 293 United Parcel Service shares in Q2 2026, an estimated $30.5K.
  • United Parcel Service made up 0.22% of XML Financial's portfolio in Q2 2026, its #99 holding.
  • XML Financial first reported a position in United Parcel Service in Q2 2021 and has held it in 20 quarters since.
  • XML Financial's United Parcel Service position peaked at $9.1M in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.