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

Albion 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 		$32.3K Hold
300
– – ﹤0.01% 322
2026
Q1 		$29.5K Buy
300
+120
+67% +$12.9K ﹤0.01% 320
2025
Q4 		$17.9K Sell
180
-180
-50% -$16.8K ﹤0.01% 354
2025
Q3 		$30.1K Sell
360
-28,487
-99% -$2.58M ﹤0.01% 298
2025
Q2 		$2.91M Buy
28,847
+153
+0.5% +$15.1K 0.19% 76
2025
Q1 		$3.16M Sell
28,694
-10,958
-28% -$1.31M 0.22% 76
2024
Q4 		$5M Sell
39,652
-312
-0.8% -$41.1K 0.34% 58
2024
Q3 		$5.45M Buy
39,964
+743
+2% +$97.5K 0.38% 56
2024
Q2 		$5.37M Sell
39,221
-943
-2% -$135K 0.4% 53
2024
Q1 		$5.97M Buy
40,164
+1,715
+4% +$261K 0.46% 47
2023
Q4 		$6.05M Sell
38,449
-1,140
-3% -$172K 0.5% 43
2023
Q3 		$6.17M Buy
39,589
+1,084
+3% +$187K 0.57% 40
2023
Q2 		$6.9M Buy
38,505
+602
+2% +$107K 0.6% 36
2023
Q1 		$7.35M Sell
37,903
-28
-0.1% -$5.14K 0.67% 33
2022
Q4 		$6.59M Buy
37,931
+78
+0.2% +$13.5K 0.64% 36
2022
Q3 		$6.12M Buy
37,853
+915
+2% +$173K 0.63% 36
2022
Q2 		$6.74M Sell
36,938
-580
-2% -$106K 0.67% 36
2022
Q1 		$8.05M Sell
37,518
-1,476
-4% -$314K 0.68% 35
2021
Q4 		$8.36M Sell
38,994
-896
-2% -$182K 0.66% 37
2021
Q3 		$7.26M Buy
39,890
+68
+0.2% +$13.4K 0.64% 38
2021
Q2 		$8.28M Buy
+39,822
New +$7.97M 0.72% 35
2020
Q4 		$6.88M Buy
40,878
+1,349
+3% +$228K 0.67% 34
2020
Q3 		$6.59M Buy
39,529
+398
+1% +$57.9K 0.71% 31
2020
Q2 		$4.35M Buy
39,131
+2,106
+6% +$210K 0.51% 46
2020
Q1 		$3.46M Buy
37,025
+645
+2% +$66.8K 0.51% 44
2019
Q4 		$4.26M Buy
36,380
+648
+2% +$76.7K 0.51% 46
2019
Q3 		$4.28M Sell
35,732
-705
-2% -$80.6K 0.55% 43
2019
Q2 		$3.76M Sell
36,437
-770
-2% -$80.1K 0.49% 45
2019
Q1 		$4.16M Buy
37,207
+714
+2% +$75.7K 0.56% 41
2018
Q4 		$3.56M Buy
+36,493
New +$3.96M 0.55% 42

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Albion Financial Group held its United Parcel Service (UPS) position steady in Q2 2026 at 300 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Albion Financial Group first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.36M in Q4 2021. 911 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Albion Financial Group held 300 shares of United Parcel Service worth $32.3K as of Q2 2026.
  • Albion Financial Group left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #322 holding.
  • Albion Financial Group first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Albion Financial Group's United Parcel Service position peaked at $8.36M in Q4 2021.
  • 911 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.