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Alerus Financial’s United Parcel Service UPS Stock Holding History

Alerus 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 		$2.68M Buy
24,902
+5,825
+31% +$606K 0.12% 99
2026
Q1 		$1.88M Buy
19,077
+4,414
+30% +$473K 0.09% 105
2025
Q4 		$1.45M Buy
14,663
+1,416
+11% +$132K 0.07% 115
2025
Q3 		$1.11M Sell
13,247
-886
-6% -$80.2K 0.06% 121
2025
Q2 		$1.43M Buy
14,133
+859
+6% +$84.5K 0.1% 107
2025
Q1 		$1.46M Sell
13,274
-234
-2% -$28K 0.12% 103
2024
Q4 		$1.7M Buy
13,508
+316
+2% +$41.6K 0.13% 98
2024
Q3 		$1.8M Buy
13,192
+300
+2% +$39.4K 0.13% 99
2024
Q2 		$1.76M Buy
+12,892
New +$1.85M 0.13% 96
2021
Q1 		– Sell
-5,257
Closed -$885K – 210
2020
Q4 		$885K Buy
+5,257
New +$887K 0.09% 136
2019
Q1 		– Sell
-13,414
Closed -$1.31M – 153
2018
Q4 		$1.31M Buy
13,414
+592
+5% +$64.2K 0.2% 93
2018
Q3 		$1.5M Sell
12,822
-569
-4% -$67K 0.2% 94
2018
Q2 		$1.42M Sell
13,391
-324
-2% -$36.4K 0.2% 92
2018
Q1 		$1.44M Buy
13,715
+80
+0.6% +$9.25K 0.21% 92
2017
Q4 		$1.63M Buy
13,635
+481
+4% +$56.5K 0.23% 87
2017
Q3 		$1.58M Buy
13,154
+317
+2% +$36K 0.23% 81
2017
Q2 		$1.42M Buy
12,837
+2,108
+20% +$225K 0.21% 85
2017
Q1 		$1.15M Buy
10,729
+291
+3% +$31.8K 0.18% 86
2016
Q4 		$1.2M Sell
10,438
-3,264
-24% -$368K 0.19% 88
2016
Q3 		$1.5M Buy
13,702
+250
+2% +$27.3K 0.24% 85
2016
Q2 		$1.45M Buy
+13,452
New +$1.4M 0.24% 87

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

Alerus Financial's UPS Position: Q2 2026 in Review

Alerus Financial increased its United Parcel Service (UPS) stake by 31% in Q2 2026, buying an estimated $606K and bringing the position to 24,902 shares worth $2.68M. The position accounts for 0.12% of the portfolio, ranked #99.

Alerus Financial first reported a position in UPS in Q2 2016 and has held it in 21 quarters since. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Alerus Financial held 24,902 shares of United Parcel Service worth $2.68M as of Q2 2026.
  • Alerus Financial bought 5,825 United Parcel Service shares in Q2 2026, an estimated $606K.
  • United Parcel Service made up 0.12% of Alerus Financial's portfolio in Q2 2026, its #99 holding.
  • Alerus Financial first reported a position in United Parcel Service in Q2 2016 and has held it in 21 quarters since.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.