Ables Iannone Moore & Associates’s United Parcel Service UPS Stock Holding History

Ables Iannone Moore & Associates’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	$2.81M	Sell	26,140 -946	-3%	-$98.3K	1.5%	16
2026 Q1	$2.66M	Sell	27,086 -566	-2%	-$60.7K	1.59%	15
2025 Q4	$2.74M	Buy	27,652 +1,113	+4%	+$104K	1.5%	16
2025 Q3	$2.22M	Buy	26,539 +5,936	+29%	+$538K	1.27%	18
2025 Q2	$2.08M	Buy	20,603 +6,301	+44%	+$620K	1.29%	18
2025 Q1	$1.57M	Buy	14,302 +1,870	+15%	+$224K	1.07%	21
2024 Q4	$1.57M	Buy	12,432 +396	+3%	+$52.1K	0.97%	22
2024 Q3	$1.64M	Buy	12,036 +1,259	+12%	+$165K	1.06%	21
2024 Q2	$1.47M	Buy	10,777 +2,327	+28%	+$333K	0.98%	22
2024 Q1	$1.26M	Buy	8,450 +613	+8%	+$93.2K	0.9%	26
2023 Q4	$1.23M	Buy	+7,837	New	+$1.18M	0.94%	24

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ables Iannone Moore & Associates's UPS Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its United Parcel Service (UPS) stake by 3.5% in Q2 2026, selling an estimated $98.3K and leaving 26,140 shares worth $2.81M. The position accounts for 1.5% of the portfolio, ranked #16.

Ables Iannone Moore & Associates first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. 390 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Ables Iannone Moore & Associates held 26,140 shares of United Parcel Service worth $2.81M as of Q2 2026.
Ables Iannone Moore & Associates sold 946 United Parcel Service shares in Q2 2026, an estimated $98.3K.
United Parcel Service made up 1.5% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #16 holding.
Ables Iannone Moore & Associates first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
390 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.