BGAI
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Bruce G. Allen Investments’s United Parcel Service UPS Stock Holding History

Bruce G. Allen Investments’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 		$206K Buy
1,918
+26
+1% +$2.7K 0.13% 76
2026
Q1 		$186K Buy
1,892
+148
+8% +$15.9K 0.12% 81
2025
Q4 		$173K Buy
1,744
+583
+50% +$54.5K 0.12% 88
2025
Q3 		$97K Sell
1,161
-114
-9% -$10.3K 0.07% 168
2025
Q2 		$129K Sell
1,275
-313
-20% -$30.8K 0.1% 121
2025
Q1 		$175K Buy
1,588
+575
+57% +$68.8K 0.14% 81
2024
Q4 		$128K Sell
1,013
-132
-12% -$17.4K 0.1% 120
2024
Q3 		$156K Sell
1,145
-144
-11% -$18.9K 0.12% 106
2024
Q2 		$176K Sell
1,289
-16
-1% -$2.29K 0.15% 82
2024
Q1 		$194K Buy
1,305
+99
+8% +$15K 0.16% 77
2023
Q4 		$190K Buy
+1,206
New +$182K 0.17% 78

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

Bruce G. Allen Investments's UPS Position: Q2 2026 in Review

Bruce G. Allen Investments increased its United Parcel Service (UPS) stake by 1.4% in Q2 2026, buying an estimated $2.7K and bringing the position to 1,918 shares worth $206K. The position accounts for 0.13% of the portfolio, ranked #76.

Bruce G. Allen Investments first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bruce G. Allen Investments held 1,918 shares of United Parcel Service worth $206K as of Q2 2026.
  • Bruce G. Allen Investments bought 26 United Parcel Service shares in Q2 2026, an estimated $2.7K.
  • United Parcel Service made up 0.13% of Bruce G. Allen Investments's portfolio in Q2 2026, its #76 holding.
  • Bruce G. Allen Investments first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.