Arlington Trust’s United Parcel Service UPS Stock Holding History

Arlington Trust’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	–	Sell	-79	Closed	-$7.77K	–	899
2026 Q1	$7.77K	Buy	+79	New	+$8.47K	﹤0.01%	468
2025 Q3	–	Sell	-200	Closed	-$20.2K	–	705
2025 Q2	$20.2K	Sell	200 -75	-27%	-$7.38K	﹤0.01%	446
2025 Q1	$30.2K	Sell	275 -295	-52%	-$35.3K	0.01%	414
2024 Q4	$71.9K	Hold	570	–	–	0.02%	309
2024 Q3	$77.7K	Hold	570	–	–	0.02%	285
2024 Q2	$78K	Buy	570 +142	+33%	+$20.3K	0.02%	283
2024 Q1	$63.6K	Sell	428 -113	-21%	-$17.2K	0.02%	264
2023 Q4	$85.1K	Sell	541 -165	-23%	-$24.9K	0.02%	229
2023 Q3	$110K	Buy	+706	New	+$122K	0.05%	107

Other funds holding UPS

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arlington Trust's UPS Position: Q2 2026 in Review

Arlington Trust sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 79 shares — an estimated $7.77K sold.

Arlington Trust first reported a position in UPS in Q3 2023 and held it in 9 quarters. The position peaked at $110K in Q3 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Arlington Trust reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Arlington Trust sold 79 United Parcel Service shares in Q2 2026, an estimated $7.77K.
Arlington Trust first reported a position in United Parcel Service in Q3 2023 and held it in 9 quarters.
Arlington Trust's United Parcel Service position peaked at $110K in Q3 2023.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.