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Belpointe Asset Management’s United Parcel Service UPS Stock Holding History

Belpointe Asset 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 		$669K Sell
6,227
-1,294
-17% -$135K 0.02% 625
2026
Q1 		$740K Buy
7,521
+523
+7% +$56.1K 0.03% 566
2025
Q4 		$694K Buy
+6,998
New +$655K 0.03% 558
2025
Q3 		– Sell
-7,654
Closed -$773K – 1046
2025
Q2 		$773K Buy
7,654
+483
+7% +$47.5K 0.03% 435
2025
Q1 		$789K Sell
7,171
-2,039
-22% -$244K 0.04% 409
2024
Q4 		$1.18M Buy
9,210
+1,673
+22% +$220K 0.07% 273
2024
Q3 		$1.03M Buy
7,537
+2,497
+50% +$328K 0.06% 307
2024
Q2 		$690K Sell
5,040
-1,386
-22% -$198K 0.05% 373
2024
Q1 		$955K Sell
6,426
-1,214
-16% -$185K 0.07% 279
2023
Q4 		$1.2M Buy
7,640
+5,446
+248% +$823K 0.11% 192
2023
Q3 		$342K Buy
2,194
+230
+12% +$39.7K 0.04% 433
2023
Q2 		$352K Sell
1,964
-6,348
-76% -$1.13M 0.04% 395
2023
Q1 		$1.61M Sell
8,312
-1,272
-13% -$233K 0.09% 238
2022
Q4 		$1.67M Buy
9,584
+334
+4% +$57.8K 0.1% 203
2022
Q3 		$1.49M Sell
9,250
-1,657
-15% -$314K 0.1% 217
2022
Q2 		$1.99M Sell
10,907
-584
-5% -$107K 0.13% 165
2022
Q1 		$2.46M Sell
11,491
-1,187
-9% -$252K 0.15% 141
2021
Q4 		$2.72M Buy
12,678
+6,495
+105% +$1.32M 0.17% 121
2021
Q3 		$1.13M Sell
6,183
-57
-0.9% -$11.3K 0.08% 283
2021
Q2 		$1.3M Buy
6,240
+2,330
+60% +$466K 0.09% 237
2021
Q1 		$665K Sell
3,910
-10,362
-73% -$1.68M 0.06% 341
2020
Q4 		$2.4M Buy
14,272
+5,627
+65% +$950K 0.22% 103
2020
Q3 		$1.44M Sell
8,645
-1,861
-18% -$271K 0.16% 135
2020
Q2 		$1.17M Sell
10,506
-4,422
-30% -$441K 0.15% 146
2020
Q1 		$1.4M Buy
14,928
+11,301
+312% +$1.17M 0.24% 96
2019
Q4 		$424K Buy
3,627
+1,393
+62% +$165K 0.05% 351
2019
Q3 		$268K Buy
2,234
+103
+5% +$11.8K 0.04% 417
2019
Q2 		$220K Sell
2,131
-263
-11% -$27.4K 0.04% 389
2019
Q1 		$267K Buy
2,394
+718
+43% +$76.1K 0.05% 261
2018
Q4 		$163K Buy
1,676
+462
+38% +$50.1K 0.04% 377
2018
Q3 		$142K Buy
+1,214
New +$143K 0.02% 547

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

Belpointe Asset Management's UPS Position: Q2 2026 in Review

Belpointe Asset Management reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $135K and leaving 6,227 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #625.

Belpointe Asset Management first reported a position in UPS in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.72M in Q4 2021. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Belpointe Asset Management held 6,227 shares of United Parcel Service worth $669K as of Q2 2026.
  • Belpointe Asset Management sold 1,294 United Parcel Service shares in Q2 2026, an estimated $135K.
  • United Parcel Service made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #625 holding.
  • Belpointe Asset Management first reported a position in United Parcel Service in Q3 2018 and has held it in 31 quarters since.
  • Belpointe Asset Management's United Parcel Service position peaked at $2.72M in Q4 2021.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.