Aspect Partners’s United Parcel Service UPS Stock Holding History

Aspect Partners’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	$1.18K	Sell	11 -19	-63%	-$1.98K	﹤0.01%	553
2026 Q1	$2.95K	Hold	30	–	–	﹤0.01%	435
2025 Q4	$2.98K	Buy	30 +11	+58%	+$1.03K	﹤0.01%	457
2025 Q3	$1.59K	Sell	19 -8	-30%	-$725	﹤0.01%	614
2025 Q2	$2.73K	Sell	27 -18	-40%	-$1.77K	﹤0.01%	443
2025 Q1	$4.95K	Sell	45 -4	-8%	-$478	﹤0.01%	334
2024 Q4	$6.18K	Buy	49 +3	+7%	+$395	﹤0.01%	339
2024 Q3	$6.27K	Buy	46 +7	+18%	+$919	﹤0.01%	330
2024 Q2	$5.34K	Sell	39 -23	-37%	-$3.29K	﹤0.01%	344
2024 Q1	$9.21K	Buy	62 +2	+3%	+$304	0.01%	279
2023 Q4	$9.43K	Buy	+60	New	+$9.07K	0.01%	264

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

Aspect Partners's UPS Position: Q2 2026 in Review

Aspect Partners reduced its United Parcel Service (UPS) stake by 63% in Q2 2026, selling an estimated $1.98K and leaving 11 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Aspect Partners first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.43K in Q4 2023. 615 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Aspect Partners held 11 shares of United Parcel Service worth $1.18K as of Q2 2026.
Aspect Partners sold 19 United Parcel Service shares in Q2 2026, an estimated $1.98K.
United Parcel Service made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #553 holding.
Aspect Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's United Parcel Service position peaked at $9.43K in Q4 2023.
615 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.