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Blue Trust Inc’s United Parcel Service UPS Stock Holding History

Blue Trust Inc’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 		$464K Sell
4,316
-1,303
-23% -$135K ﹤0.01% 516
2026
Q1 		$553K Buy
5,619
+334
+6% +$35.8K 0.01% 454
2025
Q4 		$524K Sell
5,285
-10,500
-67% -$982K 0.01% 467
2025
Q3 		$1.32M Sell
15,785
-4,125
-21% -$374K 0.01% 241
2025
Q2 		$2.01M Sell
19,910
-219
-1% -$21.5K 0.02% 171
2025
Q1 		$2.21M Buy
20,129
+5,118
+34% +$612K 0.03% 151
2024
Q4 		$1.89M Buy
15,011
+6,250
+71% +$823K 0.02% 158
2024
Q3 		$1.2M Buy
8,761
+1,652
+23% +$217K 0.02% 233
2024
Q2 		$1.06M Buy
7,109
+810
+13% +$116K 0.01% 211
2024
Q1 		$936K Buy
6,299
+205
+3% +$31.2K 0.01% 183
2023
Q4 		$950K Buy
6,094
+242
+4% +$36.6K 0.02% 166
2023
Q3 		$1.05M Buy
5,852
+1,031
+21% +$178K 0.02% 164
2023
Q2 		$936K Sell
4,821
-2,250
-32% -$399K 0.01% 169
2023
Q1 		$1.23M Sell
7,071
-3,782
-35% -$694K 0.02% 168
2022
Q4 		$1.75M Buy
10,853
+5,688
+110% +$985K 0.03% 123
2022
Q3 		$943K Buy
5,165
+478
+10% +$90.5K 0.02% 150
2022
Q2 		$1M Buy
+4,687
New +$855K 0.02% 139

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

Blue Trust Inc's UPS Position: Q2 2026 in Review

Blue Trust Inc reduced its United Parcel Service (UPS) stake by 23% in Q2 2026, selling an estimated $135K and leaving 4,316 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Blue Trust Inc first reported a position in UPS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.21M in Q1 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Blue Trust Inc held 4,316 shares of United Parcel Service worth $464K as of Q2 2026.
  • Blue Trust Inc sold 1,303 United Parcel Service shares in Q2 2026, an estimated $135K.
  • United Parcel Service made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #516 holding.
  • Blue Trust Inc first reported a position in United Parcel Service in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's United Parcel Service position peaked at $2.21M in Q1 2025.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.