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Beech Hill Advisors’s United Parcel Service UPS Stock Holding History

Beech Hill 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 		$699K Buy
6,500
+3,500
+117% +$364K 0.31% 77
2026
Q1 		$295K Buy
3,000
+600
+25% +$64.3K 0.15% 88
2025
Q4 		$238K Buy
+2,400
New +$224K 0.11% 92
2025
Q2 		– Sell
-20,781
Closed -$2.29M – 100
2025
Q1 		$2.29M Buy
20,781
+45
+0.2% +$5.38K 0.91% 46
2024
Q4 		$2.61M Buy
20,736
+1,738
+9% +$229K 0.98% 39
2024
Q3 		$2.59M Buy
18,998
+713
+4% +$93.6K 0.98% 44
2024
Q2 		$2.5M Buy
+18,285
New +$2.62M 1.03% 38
2023
Q2 		– Sell
-16,800
Closed -$3.26M – 89
2023
Q1 		$3.26M Sell
16,800
-495
-3% -$90.8K 1.64% 27
2022
Q4 		$3.01M Sell
17,295
-11
-0.1% -$1.9K 1.67% 25
2022
Q3 		$2.8M Sell
17,306
-260
-1% -$49.2K 1.6% 28
2022
Q2 		$3.21M Sell
17,566
-395
-2% -$72K 1.71% 22
2022
Q1 		$3.85M Sell
17,961
-40
-0.2% -$8.5K 1.57% 23
2021
Q4 		$3.86M Buy
18,001
+2,921
+19% +$594K 1.47% 27
2021
Q3 		$2.75M Buy
15,080
+125
+0.8% +$24.7K 1.14% 42
2021
Q2 		$3.11M Sell
14,955
-15
-0.1% -$3K 1.26% 34
2021
Q1 		$2.54M Sell
14,970
-375
-2% -$60.7K 1.06% 43
2020
Q4 		$2.58M Sell
15,345
-400
-3% -$67.5K 1.15% 38
2020
Q3 		$2.62M Sell
15,745
-12,925
-45% -$1.88M 1.29% 33
2020
Q2 		$3.19M Buy
28,670
+250
+0.9% +$25K 1.62% 27
2020
Q1 		$2.65M Buy
+28,420
New +$2.94M 1.81% 24
2019
Q4 		– Sell
-48,904
Closed -$5.86M – 81
2019
Q3 		$5.86M Sell
48,904
-639
-1% -$73.1K 3.13% 7
2019
Q2 		$5.12M Buy
49,543
+7,152
+17% +$744K 2.69% 13
2019
Q1 		$4.74M Sell
42,391
-674
-2% -$71.5K 2.92% 12
2018
Q4 		$4.2M Buy
+43,065
New +$4.67M 2.61% 13
2018
Q3 		– Sell
-50,301
Closed -$5.34M – 81
2018
Q2 		$5.34M Sell
50,301
-6,449
-11% -$724K 2.99% 7
2018
Q1 		$5.94M Buy
56,750
+25,700
+83% +$2.97M 3.13% 5
2017
Q4 		$3.7M Sell
31,050
-750
-2% -$88.1K 1.83% 26
2017
Q3 		$3.82M Sell
31,800
-100
-0.3% -$11.4K 2.01% 23
2017
Q2 		$3.53M Buy
+31,900
New +$3.41M 1.93% 26

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

Beech Hill Advisors's UPS Position: Q2 2026 in Review

Beech Hill Advisors increased its United Parcel Service (UPS) stake by 117% in Q2 2026, buying an estimated $364K and bringing the position to 6,500 shares worth $699K. The position accounts for 0.31% of the portfolio, ranked #77.

Beech Hill Advisors first reported a position in UPS in Q2 2017 and has held it in 29 quarters since. The position peaked at $5.94M in Q1 2018. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Beech Hill Advisors held 6,500 shares of United Parcel Service worth $699K as of Q2 2026.
  • Beech Hill Advisors bought 3,500 United Parcel Service shares in Q2 2026, an estimated $364K.
  • United Parcel Service made up 0.31% of Beech Hill Advisors's portfolio in Q2 2026, its #77 holding.
  • Beech Hill Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 29 quarters since.
  • Beech Hill Advisors's United Parcel Service position peaked at $5.94M in Q1 2018.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.