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Bar Harbor Wealth Management’s United Parcel Service UPS Stock Holding History

Bar Harbor Wealth 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 		$1.87M Sell
17,417
-2,664
-13% -$277K 0.1% 128
2026
Q1 		$1.98M Sell
20,081
-3,757
-16% -$403K 0.12% 124
2025
Q4 		$2.36M Sell
23,838
-4,186
-15% -$392K 0.14% 123
2025
Q3 		$2.34M Sell
28,024
-7,888
-22% -$714K 0.14% 122
2025
Q2 		$3.62M Sell
35,912
-33,728
-48% -$3.32M 0.23% 94
2025
Q1 		$7.66M Sell
69,640
-15,506
-18% -$1.85M 0.51% 57
2024
Q4 		$10.7M Sell
85,146
-549
-0.6% -$72.3K 0.7% 43
2024
Q3 		$11.7M Sell
85,695
-615
-0.7% -$80.7K 0.75% 44
2024
Q2 		$11.8M Sell
86,310
-250
-0.3% -$35.8K 0.78% 38
2024
Q1 		$12.9M Sell
86,560
-312
-0.4% -$47.4K 0.86% 35
2023
Q4 		$13.7M Sell
86,872
-95
-0.1% -$14.4K 1.02% 28
2023
Q3 		$13.6M Hold
86,967
– – 1.08% 26
2023
Q2 		$15.6M Sell
86,967
-56
-0.1% -$9.94K 1.2% 22
2023
Q1 		$16.9M Sell
87,023
-15
-0% -$2.75K 1.34% 18
2022
Q4 		$15.1M Buy
87,038
+17
+0% +$2.94K 1.21% 22
2022
Q3 		$14.1M Buy
87,021
+41
+0% +$7.76K 1.21% 19
2022
Q2 		$15.9M Sell
86,980
-543
-0.6% -$99K 1.27% 17
2022
Q1 		$18.8M Sell
87,523
-963
-1% -$205K 1.68% 14
2021
Q4 		$19M Sell
88,486
-200
-0.2% -$40.7K 1.61% 15
2021
Q3 		$16.1M Sell
88,686
-75
-0.1% -$14.8K 1.51% 15
2021
Q2 		$18.5M Sell
88,761
-818
-0.9% -$164K 1.72% 13
2021
Q1 		$15.2M Sell
89,579
-74
-0.1% -$12K 1.48% 15
2020
Q4 		$15.1M Hold
89,653
– – 1.51% 13
2020
Q3 		$14.9M Sell
89,653
-480
-0.5% -$69.9K 1.65% 11
2020
Q2 		$10M Sell
90,133
-902
-1% -$90K 1.16% 25
2020
Q1 		$8.51M Sell
91,035
-51
-0.1% -$5.28K 1.15% 22
2019
Q4 		$10.7M Sell
91,086
-768
-0.8% -$90.9K 1.17% 23
2019
Q3 		$11M Sell
91,854
-4,052
-4% -$463K 1.28% 20
2019
Q2 		$9.9M Buy
95,906
+58
+0.1% +$6.03K 1.15% 26
2019
Q1 		$10.7M Sell
95,848
-2,103
-2% -$223K 1.28% 24
2018
Q4 		$9.55M Sell
97,951
-5,979
-6% -$648K 1.27% 26
2018
Q3 		$12.1M Sell
103,930
-684
-0.7% -$80.5K 1.38% 21
2018
Q2 		$11.1M Buy
104,614
+292
+0.3% +$32.8K 1.34% 22
2018
Q1 		$10.9M Sell
104,322
-1,003
-1% -$116K 1.34% 21
2017
Q4 		$12.5M Sell
105,325
-913
-0.9% -$107K 1.46% 19
2017
Q3 		$12.8M Sell
106,238
-1,800
-2% -$205K 1.54% 19
2017
Q2 		$11.9M Sell
108,038
-2,914
-3% -$311K 1.43% 18
2017
Q1 		$11.9M Sell
110,952
-2,621
-2% -$286K 1.39% 18
2016
Q4 		$13M Buy
113,573
+2,130
+2% +$240K 1.44% 18
2016
Q3 		$12.2M Sell
111,443
-2,412
-2% -$263K 1.38% 19
2016
Q2 		$12.3M Sell
113,855
-1,772
-2% -$184K 1.43% 18
2016
Q1 		$12.2M Sell
115,627
-2,667
-2% -$259K 1.49% 17
2015
Q4 		$11.4M Sell
118,294
-3,271
-3% -$334K 1.43% 19
2015
Q3 		$12M Sell
121,565
-20
-0% -$1.98K 1.59% 16
2015
Q2 		$11.8M Buy
121,585
+43,729
+56% +$4.34M 1.43% 19
2015
Q1 		$7.55M Buy
77,856
+30,446
+64% +$3.12M 0.91% 30
2014
Q4 		$5.27M Buy
47,410
+110
+0.2% +$11.6K 0.66% 43
2014
Q3 		$4.65M Sell
47,300
-67,784
-59% -$6.74M 0.6% 49
2014
Q2 		$11.8M Sell
115,084
-200
-0.2% -$20.1K 1.48% 19
2014
Q1 		$11.2M Buy
115,284
+105
+0.1% +$10.2K 1.44% 20
2013
Q4 		$12.1M Hold
115,179
– – 1.57% 17
2013
Q3 		$10.5M Sell
115,179
-375
-0.3% -$33K 1.48% 19
2013
Q2 		$9.99M Buy
+115,554
New +$9.91M 1.45% 19

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bar Harbor Wealth Management's UPS Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its United Parcel Service (UPS) stake by 13% in Q2 2026, selling an estimated $277K and leaving 17,417 shares worth $1.87M. The position accounts for 0.1% of the portfolio, ranked #128.

Bar Harbor Wealth Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $19M in Q4 2021. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bar Harbor Wealth Management held 17,417 shares of United Parcel Service worth $1.87M as of Q2 2026.
  • Bar Harbor Wealth Management sold 2,664 United Parcel Service shares in Q2 2026, an estimated $277K.
  • United Parcel Service made up 0.1% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Bar Harbor Wealth Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's United Parcel Service position peaked at $19M in Q4 2021.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.