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Archford Capital Strategies’s United Parcel Service UPS Stock Holding History

Archford Capital Strategies’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 		$502K Buy
4,674
+59
+1% +$6.13K 0.05% 241
2026
Q1 		$454K Buy
4,615
+183
+4% +$19.6K 0.05% 243
2025
Q4 		$440K Sell
4,432
-4
-0.1% -$374 0.05% 243
2025
Q3 		$371K Sell
4,436
-116
-3% -$10.5K 0.04% 251
2025
Q2 		$459K Buy
4,552
+5
+0.1% +$492 0.06% 229
2025
Q1 		$500K Sell
4,547
-657
-13% -$78.6K 0.07% 204
2024
Q4 		$656K Buy
5,204
+3
+0.1% +$395 0.1% 162
2024
Q3 		$700K Sell
5,201
-901
-15% -$118K 0.11% 153
2024
Q2 		$835K Buy
6,102
+101
+2% +$14.5K 0.14% 139
2024
Q1 		$892K Sell
6,001
-646
-10% -$98.2K 0.15% 134
2023
Q4 		$1.05M Sell
6,647
-1,897
-22% -$287K 0.19% 126
2023
Q3 		$1.33M Buy
8,544
+1,699
+25% +$293K 0.27% 95
2023
Q2 		$1.29M Buy
6,845
+1,101
+19% +$195K 0.24% 97
2023
Q1 		$1.09M Buy
5,744
+302
+6% +$55.4K 0.23% 105
2022
Q4 		$946K Sell
5,442
-147
-3% -$25.4K 0.22% 111
2022
Q3 		$903K Buy
5,589
+3
+0.1% +$568 0.23% 106
2022
Q2 		$1.02M Sell
5,586
-212
-4% -$38.7K 0.26% 96
2022
Q1 		$1.14M Buy
5,798
+473
+9% +$101K 0.25% 90
2021
Q4 		$1.14M Buy
5,325
+513
+11% +$104K 0.26% 97
2021
Q3 		$876K Buy
4,812
+18
+0.4% +$3.55K 0.21% 130
2021
Q2 		$997K Sell
4,794
-204
-4% -$40.8K 0.25% 101
2021
Q1 		$898K Buy
4,998
+73
+1% +$11.8K 0.24% 112
2020
Q4 		$780K Buy
4,925
+20
+0.4% +$3.38K 0.18% 157
2020
Q3 		$817K Sell
4,905
-908
-16% -$132K 0.22% 133
2020
Q2 		$646K Sell
5,813
-89
-2% -$8.88K 0.19% 146
2020
Q1 		$551K Buy
5,902
+1,000
+20% +$104K 0.22% 140
2019
Q4 		$574K Buy
4,902
+2,926
+148% +$346K 0.2% 149
2019
Q3 		$237K Hold
1,976
– – 0.09% 199
2019
Q2 		$204K Hold
1,976
– – 0.07% 209
2019
Q1 		$221K Buy
1,976
+1
+0.1% +$106 0.08% 205
2018
Q4 		$193K Sell
1,975
-969
-33% -$105K 0.08% 201
2018
Q3 		$344K Sell
2,944
-78,726
-96% -$9.27M 0.13% 181
2018
Q2 		$8.68M Buy
81,670
+55
+0.1% +$6.18K 3.06% 3
2018
Q1 		$9.72M Buy
81,615
+10
+0% +$1.16K 4.05% 1
2017
Q4 		$9.72M Sell
81,605
-161
-0.2% -$18.9K 3.62% 1
2017
Q3 		$9.82M Buy
81,766
+910
+1% +$103K 3.68% 2
2017
Q2 		$8.94M Buy
80,856
+90
+0.1% +$9.62K 3.53% 2
2017
Q1 		$8.67M Buy
80,766
+53
+0.1% +$5.79K 3.27% 2
2016
Q4 		$9.25M Hold
80,713
– – 3.9% 1
2016
Q3 		$8.83M Hold
80,713
– – 3.64% 1
2016
Q2 		$8.69M Buy
80,713
+61
+0.1% +$6.35K 4.57% 1
2016
Q1 		$8.51M Buy
80,652
+337
+0.4% +$32.8K 4.07% 1
2015
Q4 		$7.73M Buy
80,315
+21
+0% +$2.15K 3.52% 2
2015
Q3 		$7.92M Hold
80,294
– – 5.93% 1
2015
Q2 		$7.78M Buy
80,294
+471
+0.6% +$46.8K 5.55% 1
2015
Q1 		$7.74M Sell
79,823
-30
-0% -$3.08K 5.33% 1
2014
Q4 		$8.88M Buy
79,853
+30
+0% +$3.17K 6.53% 1
2014
Q3 		$7.85M Buy
79,823
+242
+0.3% +$24K 6.24% 1
2014
Q2 		$8.17M Sell
79,581
-83
-0.1% -$8.34K 6.32% 1
2014
Q1 		$7.76M Buy
+79,664
New +$7.76M 6.47% 1

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Archford Capital Strategies's UPS Position: Q2 2026 in Review

Archford Capital Strategies increased its United Parcel Service (UPS) stake by 1.3% in Q2 2026, buying an estimated $6.13K and bringing the position to 4,674 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #241.

Archford Capital Strategies first reported a position in UPS in Q1 2014 and has held it in 50 quarters since. The position peaked at $9.82M in Q3 2017. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Archford Capital Strategies held 4,674 shares of United Parcel Service worth $502K as of Q2 2026.
  • Archford Capital Strategies bought 59 United Parcel Service shares in Q2 2026, an estimated $6.13K.
  • United Parcel Service made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #241 holding.
  • Archford Capital Strategies first reported a position in United Parcel Service in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's United Parcel Service position peaked at $9.82M in Q3 2017.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.