Bay Colony Advisors’s United Parcel Service UPS Stock Holding History

Bay Colony Advisors’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	$225K	Buy	+2,097	New	+$218K	0.03%	441
2024 Q1	–	Sell	-1,284	Closed	-$202K	–	438
2023 Q4	$202K	Buy	+1,284	New	+$194K	0.04%	354
2022 Q2	–	Sell	-1,088	Closed	-$233K	–	390
2022 Q1	$233K	Buy	1,088 +134	+14%	+$28.5K	0.06%	309
2021 Q4	$205K	Buy	+954	New	+$194K	0.06%	346
2021 Q3	–	Sell	-1,063	Closed	-$221K	–	367
2021 Q2	$221K	Sell	1,063 -915	-46%	-$183K	0.07%	314
2021 Q1	$336K	Sell	1,978 -2,109	-52%	-$341K	0.13%	206
2020 Q4	$688K	Buy	4,087 +1,275	+45%	+$215K	0.37%	85
2020 Q3	$469K	Sell	2,812 -48	-2%	-$6.99K	0.29%	105
2020 Q2	$318K	Buy	2,860 +461	+19%	+$46K	0.23%	129
2020 Q1	$224K	Sell	2,399 -824	-26%	-$85.4K	0.2%	139
2019 Q4	$378K	Buy	+3,223	New	+$382K	0.25%	142

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bay Colony Advisors's UPS Position: Q2 2026 in Review

Bay Colony Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 2,097 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #441 among its holdings. This is a return to the name: Bay Colony Advisors previously reported a position in UPS as recently as Q4 2023.

Bay Colony Advisors first reported a position in UPS in Q4 2019 and has held it in 11 quarters since. The position peaked at $688K in Q4 2020. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Bay Colony Advisors held 2,097 shares of United Parcel Service worth $225K as of Q2 2026.
United Parcel Service was a new Bay Colony Advisors position in Q2 2026.
United Parcel Service made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #441 holding.
Bay Colony Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 11 quarters since.
Bay Colony Advisors's United Parcel Service position peaked at $688K in Q4 2020.
369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.