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Adirondack Trust Company’s United Parcel Service UPS Stock Holding History

Adirondack Trust Company’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 		$77.6K Sell
722
-103
-12% -$10.7K 0.02% 230
2026
Q1 		$81.2K Sell
825
-136
-14% -$14.6K 0.03% 211
2025
Q4 		$95.3K Sell
961
-177
-16% -$16.6K 0.03% 198
2025
Q3 		$95K Sell
1,138
-130
-10% -$11.8K 0.03% 196
2025
Q2 		$128K Sell
1,268
-1,060
-46% -$104K 0.05% 171
2025
Q1 		$256K Sell
2,328
-305
-12% -$36.5K 0.1% 125
2024
Q4 		$332K Sell
2,633
-158
-6% -$20.8K 0.13% 106
2024
Q3 		$381K Sell
2,791
-33
-1% -$4.33K 0.15% 107
2024
Q2 		$386K Sell
2,824
-9
-0.3% -$1.29K 0.16% 104
2024
Q1 		$421K Sell
2,833
-1
-0% -$152 0.18% 99
2023
Q4 		$420K Buy
2,834
+143
+5% +$21.6K 0.18% 98
2023
Q3 		$419K Buy
2,691
+115
+4% +$19.9K 0.21% 85
2023
Q2 		$482K Buy
2,576
+2
+0.1% +$355 0.23% 86
2023
Q1 		$499K Buy
2,574
+8
+0.3% +$1.47K 0.25% 86
2022
Q4 		$446K Buy
2,566
+10
+0.4% +$1.73K 0.23% 87
2022
Q3 		$413K Buy
2,556
+79
+3% +$15K 0.23% 87
2022
Q2 		$452K Buy
2,477
+166
+7% +$30.3K 0.24% 84
2022
Q1 		$496K Buy
2,311
+261
+13% +$55.5K 0.23% 86
2021
Q4 		$439K Hold
2,050
– – 0.21% 89
2021
Q3 		$438K Sell
2,050
-30
-1% -$5.92K 0.21% 89
2021
Q2 		$433K Buy
2,080
+4
+0.2% +$800 0.22% 85
2021
Q1 		$353K Buy
2,076
+35
+2% +$5.66K 0.19% 93
2020
Q4 		$316K Buy
2,041
+10
+0.5% +$1.69K 0.19% 82
2020
Q3 		$338K Sell
2,031
-50
-2% -$7.28K 0.22% 80
2020
Q2 		$297K Buy
2,081
+10
+0.5% +$998 0.2% 86
2020
Q1 		$193K Buy
2,071
+115
+6% +$11.9K 0.16% 87
2019
Q4 		$202K Buy
1,956
+212
+12% +$25.1K 0.13% 90
2019
Q3 		$209K Sell
1,744
-389
-18% -$44.5K 0.15% 87
2019
Q2 		$220K Buy
2,133
+145
+7% +$15.1K 0.15% 91
2019
Q1 		$211K Buy
1,988
+1,115
+128% +$118K 0.14% 93
2018
Q4 		$85K Buy
873
+10
+1% +$1.08K 0.07% 134
2018
Q3 		$101K Buy
863
+7
+0.8% +$824 0.07% 135
2018
Q2 		$91K Hold
856
– – 0.06% 137
2018
Q1 		$97K Buy
856
+301
+54% +$34.8K 0.07% 127
2017
Q4 		$66K Hold
555
– – 0.05% 145
2017
Q3 		$67K Hold
555
– – 0.05% 145
2017
Q2 		$61K Sell
555
-55
-9% -$5.88K 0.05% 151
2017
Q1 		$65K Hold
610
– – 0.05% 148
2016
Q4 		$70K Sell
610
-38
-6% -$4.28K 0.05% 145
2016
Q3 		$71K Buy
648
+125
+24% +$13.7K 0.05% 144
2016
Q2 		$56K Buy
523
+10
+2% +$1.04K 0.04% 174
2016
Q1 		$54K Hold
513
– – 0.04% 153
2015
Q4 		$48K Sell
513
-22
-4% -$2.25K 0.04% 160
2015
Q3 		$53K Hold
535
– – 0.04% 149
2015
Q2 		$52K Buy
535
+255
+91% +$25.3K 0.04% 159
2015
Q1 		$27K Sell
280
-80
-22% -$8.21K 0.02% 194
2014
Q4 		$40K Buy
360
+15
+4% +$1.58K 0.03% 171
2014
Q3 		$34K Buy
345
+155
+82% +$15.4K 0.03% 176
2014
Q2 		$20K Buy
190
+80
+73% +$8.03K 0.02% 211
2014
Q1 		$11K Hold
110
– – 0.01% 227
2013
Q4 		$12K Hold
110
– – 0.01% 214
2013
Q3 		$10K Hold
110
– – 0.01% 222
2013
Q2 		$10K Buy
+110
New +$9.44K 0.01% 223

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Adirondack Trust Company's UPS Position: Q2 2026 in Review

Adirondack Trust Company reduced its United Parcel Service (UPS) stake by 12% in Q2 2026, selling an estimated $10.7K and leaving 722 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #230.

Adirondack Trust Company first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $499K in Q1 2023. 522 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Adirondack Trust Company held 722 shares of United Parcel Service worth $77.6K as of Q2 2026.
  • Adirondack Trust Company sold 103 United Parcel Service shares in Q2 2026, an estimated $10.7K.
  • United Parcel Service made up 0.02% of Adirondack Trust Company's portfolio in Q2 2026, its #230 holding.
  • Adirondack Trust Company first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Adirondack Trust Company's United Parcel Service position peaked at $499K in Q1 2023.
  • 522 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.