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Butensky & Cohen Financial Security’s United Parcel Service UPS Stock Holding History

Butensky & Cohen Financial Security’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 		$4.13M Buy
38,387
+637
+2% +$66.2K 1.02% 51
2026
Q1 		$3.71M Buy
37,750
+4,108
+12% +$441K 0.98% 52
2025
Q4 		$3.34M Buy
33,642
+2,138
+7% +$200K 0.9% 55
2025
Q3 		$2.63M Sell
31,504
-899
-3% -$81.4K 0.73% 65
2025
Q2 		$3.27M Sell
32,403
-1,164
-3% -$115K 0.97% 58
2025
Q1 		$3.69M Buy
33,567
+3,175
+10% +$380K 1.13% 50
2024
Q4 		$3.83M Buy
30,392
+1,936
+7% +$255K 1.21% 45
2024
Q3 		$3.88M Buy
28,456
+1,859
+7% +$244K 1.15% 52
2024
Q2 		$3.64M Buy
26,597
+316
+1% +$45.2K 1.16% 51
2024
Q1 		$3.91M Buy
26,281
+336
+1% +$51.1K 1.22% 54
2023
Q4 		$4.08M Buy
25,945
+869
+3% +$131K 1.36% 41
2023
Q3 		$3.91M Buy
25,076
+1,430
+6% +$247K 1.42% 32
2023
Q2 		$4.24M Sell
23,646
-1,162
-5% -$206K 1.52% 25
2023
Q1 		$4.81M Buy
24,808
+84
+0.3% +$15.4K 1.73% 5
2022
Q4 		$4.3M Buy
24,724
+2,094
+9% +$362K 1.59% 26
2022
Q3 		$3.66M Buy
22,630
+1,996
+10% +$378K 1.52% 24
2022
Q2 		$3.77M Buy
20,634
+232
+1% +$42.3K 1.54% 17
2022
Q1 		$4.38M Buy
20,402
+130
+0.6% +$27.6K 1.54% 15
2021
Q4 		$4.34M Buy
20,272
+348
+2% +$70.8K 1.55% 13
2021
Q3 		$3.63M Buy
19,924
+322
+2% +$63.6K 1.44% 25
2021
Q2 		$4.08M Sell
19,602
-1,485
-7% -$297K 1.62% 5
2021
Q1 		$3.58M Buy
21,087
+1,478
+8% +$239K 1.48% 21
2020
Q4 		$3.3M Sell
19,609
-790
-4% -$133K 1.5% 22
2020
Q3 		$3.4M Sell
20,399
-5,967
-23% -$869K 1.8% 1
2020
Q2 		$2.93M Buy
26,366
+1,285
+5% +$128K 1.67% 8
2020
Q1 		$2.34M Buy
25,081
+1,715
+7% +$178K 1.77% 10
2019
Q4 		$2.73M Sell
23,366
-320
-1% -$37.9K 1.57% 23
2019
Q3 		$2.84M Buy
23,686
+1,103
+5% +$126K 1.71% 12
2019
Q2 		$2.33M Buy
22,583
+2,295
+11% +$239K 1.55% 27
2019
Q1 		$2.27M Buy
20,288
+2,635
+15% +$279K 1.64% 18
2018
Q4 		$1.72M Buy
17,653
+2,712
+18% +$294K 1.53% 30
2018
Q3 		$1.74M Buy
14,941
+1,085
+8% +$128K 1.4% 40
2018
Q2 		$1.47M Buy
13,856
+4,961
+56% +$557K 1.24% 46
2018
Q1 		$931K Buy
+8,895
New +$1.03M 0.82% 62
2017
Q3 		– Sell
-32
Closed -$4K – 113
2017
Q2 		$4K Hold
32
– – ﹤0.01% 116
2017
Q1 		$3K Hold
32
– – ﹤0.01% 123
2016
Q4 		$4K Hold
32
– – ﹤0.01% 114
2016
Q3 		$3K Hold
32
– – ﹤0.01% 119
2016
Q2 		$3K Hold
32
– – ﹤0.01% 111
2016
Q1 		$3K Hold
32
– – ﹤0.01% 108
2015
Q4 		$3K Hold
32
– – ﹤0.01% 151
2015
Q3 		$3K Hold
32
– – ﹤0.01% 154
2015
Q2 		$3K Buy
+32
New +$3.18K ﹤0.01% 117

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Butensky & Cohen Financial Security's UPS Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its United Parcel Service (UPS) stake by 1.7% in Q2 2026, buying an estimated $66.2K and bringing the position to 38,387 shares worth $4.13M. The position accounts for 1.02% of the portfolio, ranked #51.

Butensky & Cohen Financial Security first reported a position in UPS in Q2 2015 and has held it in 43 quarters since. The position peaked at $4.81M in Q1 2023. 602 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Butensky & Cohen Financial Security held 38,387 shares of United Parcel Service worth $4.13M as of Q2 2026.
  • Butensky & Cohen Financial Security bought 637 United Parcel Service shares in Q2 2026, an estimated $66.2K.
  • United Parcel Service made up 1.02% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #51 holding.
  • Butensky & Cohen Financial Security first reported a position in United Parcel Service in Q2 2015 and has held it in 43 quarters since.
  • Butensky & Cohen Financial Security's United Parcel Service position peaked at $4.81M in Q1 2023.
  • 602 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.