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Aull & Monroe Investment Management’s United Parcel Service UPS Stock Holding History

Aull & Monroe Investment Management’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 		$1.08M Hold
10,030
– – 0.45% 56
2026
Q1 		$987K Buy
10,030
+180
+2% +$19.3K 0.46% 56
2025
Q4 		$977K Sell
9,850
-10
-0.1% -$935 0.49% 56
2025
Q3 		$824K Sell
9,860
-270
-3% -$24.5K 0.42% 59
2025
Q2 		$1.02M Sell
10,130
-1,525
-13% -$150K 0.55% 53
2025
Q1 		$1.28M Sell
11,655
-175
-1% -$20.9K 0.64% 51
2024
Q4 		$1.49M Sell
11,830
-850
-7% -$112K 0.76% 49
2024
Q3 		$1.73M Sell
12,680
-567
-4% -$74.4K 0.8% 43
2024
Q2 		$1.81M Sell
13,247
-159
-1% -$22.8K 0.89% 41
2024
Q1 		$1.99M Hold
13,406
– – 0.91% 39
2023
Q4 		$2.11M Sell
13,406
-105
-0.8% -$15.9K 1.04% 35
2023
Q3 		$2.11M Hold
13,511
– – 1.1% 29
2023
Q2 		$2.42M Hold
13,511
– – 1.22% 29
2023
Q1 		$2.62M Sell
13,511
-250
-2% -$45.9K 1.33% 23
2022
Q4 		$2.39M Sell
13,761
-535
-4% -$92.6K 1.19% 29
2022
Q3 		$2.31M Sell
14,296
-500
-3% -$94.7K 1.27% 25
2022
Q2 		$2.7M Hold
14,796
– – 1.37% 25
2022
Q1 		$3.17M Sell
14,796
-150
-1% -$31.9K 1.43% 24
2021
Q4 		$3.2M Sell
14,946
-350
-2% -$71.2K 1.43% 22
2021
Q3 		$2.79M Sell
15,296
-150
-1% -$29.6K 1.37% 27
2021
Q2 		$3.21M Hold
15,446
– – 1.53% 22
2021
Q1 		$2.63M Sell
15,446
-175
-1% -$28.3K 1.28% 26
2020
Q4 		$2.63M Sell
15,621
-125
-0.8% -$21.1K 1.4% 22
2020
Q3 		$2.62M Sell
15,746
-430
-3% -$62.6K 1.54% 19
2020
Q2 		$1.8M Sell
16,176
-1,100
-6% -$110K 1.11% 29
2020
Q1 		$1.61M Sell
17,276
-100
-0.6% -$10.4K 1.08% 33
2019
Q4 		$2.03M Hold
17,376
– – 1.03% 35
2019
Q3 		$2.08M Sell
17,376
-200
-1% -$22.9K 1.1% 31
2019
Q2 		$1.81M Sell
17,576
-250
-1% -$26K 0.96% 38
2019
Q1 		$1.99M Sell
17,826
-1,350
-7% -$143K 1.07% 33
2018
Q4 		$1.87M Sell
19,176
-325
-2% -$35.2K 1.07% 30
2018
Q3 		$2.28M Buy
19,501
+150
+0.8% +$17.7K 1.1% 33
2018
Q2 		$2.06M Sell
19,351
-120
-0.6% -$13.5K 1.06% 34
2018
Q1 		$2.04M Hold
19,471
– – 1.06% 33
2017
Q4 		$2.32M Sell
19,471
-580
-3% -$68.2K 1.17% 28
2017
Q3 		$2.41M Sell
20,051
-100
-0.5% -$11.4K 1.24% 26
2017
Q2 		$2.23M Sell
20,151
-180
-0.9% -$19.2K 1.19% 28
2017
Q1 		$2.18M Sell
20,331
-400
-2% -$43.7K 1.17% 28
2016
Q4 		$2.38M Sell
20,731
-100
-0.5% -$11.3K 1.33% 24
2016
Q3 		$2.28M Sell
20,831
-600
-3% -$65.5K 1.31% 27
2016
Q2 		$2.31M Buy
21,431
+50
+0.2% +$5.2K 1.33% 24
2016
Q1 		$2.25M Buy
21,381
+2,450
+13% +$238K 1.35% 24
2015
Q4 		$1.82M Sell
18,931
-200
-1% -$20.4K 1.13% 32
2015
Q3 		$1.89M Sell
19,131
-393
-2% -$38.8K 1.22% 29
2015
Q2 		$1.98M Sell
19,524
-760
-4% -$75.5K 1.16% 31
2015
Q1 		$1.97M Sell
20,284
-200
-1% -$20.5K 1.1% 33
2014
Q4 		$2.28M Sell
20,484
-1,900
-8% -$200K 1.24% 29
2014
Q3 		$2.2M Buy
22,384
+599
+3% +$59.5K 1.17% 33
2014
Q2 		$2.24M Sell
21,785
-200
-0.9% -$20.1K 1.19% 30
2014
Q1 		$2.14M Sell
21,985
-500
-2% -$48.7K 1.22% 28
2013
Q4 		$2.36M Sell
22,485
-300
-1% -$29.6K 1.38% 26
2013
Q3 		$2.08M Buy
22,785
+100
+0.4% +$8.79K 1.35% 28
2013
Q2 		$1.96M Buy
+22,685
New +$1.95M 1.32% 27

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

Aull & Monroe Investment Management's UPS Position: Q2 2026 in Review

Aull & Monroe Investment Management held its United Parcel Service (UPS) position steady in Q2 2026 at 10,030 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #56.

Aull & Monroe Investment Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.21M in Q2 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Aull & Monroe Investment Management held 10,030 shares of United Parcel Service worth $1.08M as of Q2 2026.
  • Aull & Monroe Investment Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.45% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #56 holding.
  • Aull & Monroe Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's United Parcel Service position peaked at $3.21M in Q2 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.