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Builder Investment Group’s United Parcel Service UPS Stock Holding History

Builder Investment Group’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 		$4.31M Sell
40,111
-200
-0.5% -$20.8K 0.85% 28
2026
Q1 		$3.97M Sell
40,311
-211
-0.5% -$22.6K 0.86% 28
2025
Q4 		$4.02M Sell
40,522
-346
-0.8% -$32.4K 0.87% 26
2025
Q3 		$3.41M Sell
40,868
-175
-0.4% -$15.9K 0.77% 28
2025
Q2 		$4.14M Sell
41,043
-389
-0.9% -$38.3K 1.02% 24
2025
Q1 		$4.56M Sell
41,432
-1,098
-3% -$131K 1.3% 21
2024
Q4 		$5.36M Sell
42,530
-270
-0.6% -$35.5K 1.46% 13
2024
Q3 		$5.84M Sell
42,800
-245
-0.6% -$32.2K 1.57% 15
2024
Q2 		$5.89M Sell
43,045
-200
-0.5% -$28.6K 1.61% 11
2024
Q1 		$6.43M Sell
43,245
-260
-0.6% -$39.5K 1.87% 13
2023
Q4 		$6.84M Sell
43,505
-185
-0.4% -$28K 2.46% 9
2023
Q3 		$6.81M Sell
43,690
-89
-0.2% -$15.4K 2.67% 10
2023
Q2 		$7.85M Sell
43,779
-87
-0.2% -$15.4K 3.07% 6
2023
Q1 		$8.51M Buy
43,866
+6,087
+16% +$1.12M 3.71% 6
2022
Q4 		$6.57M Buy
+37,779
New +$6.54M 3.12% 10

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Builder Investment Group's UPS Position: Q2 2026 in Review

Builder Investment Group reduced its United Parcel Service (UPS) stake by 0.5% in Q2 2026, selling an estimated $20.8K and leaving 40,111 shares worth $4.31M. The position accounts for 0.85% of the portfolio, ranked #28.

Builder Investment Group first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.51M in Q1 2023. 537 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Builder Investment Group held 40,111 shares of United Parcel Service worth $4.31M as of Q2 2026.
  • Builder Investment Group sold 200 United Parcel Service shares in Q2 2026, an estimated $20.8K.
  • United Parcel Service made up 0.85% of Builder Investment Group's portfolio in Q2 2026, its #28 holding.
  • Builder Investment Group first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Builder Investment Group's United Parcel Service position peaked at $8.51M in Q1 2023.
  • 537 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.