Buttonwood Financial Advisors’s United Parcel Service UPS Stock Holding History

Buttonwood Financial Advisors’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	$370K	Sell	3,438 -25	-0.7%	-$2.6K	0.11%	85
2026 Q1	$341K	Sell	3,463 -154	-4%	-$16.5K	0.11%	87
2025 Q4	$359K	Sell	3,617 -99	-3%	-$9.26K	0.12%	88
2025 Q3	$310K	Sell	3,716 -104	-3%	-$9.42K	0.11%	91
2025 Q2	$386K	Sell	3,820 -679	-15%	-$66.8K	0.15%	79
2025 Q1	$495K	Sell	4,499 -194	-4%	-$23.2K	0.22%	70
2024 Q4	$592K	Sell	4,693 -2	-0%	-$263	0.26%	63
2024 Q3	$640K	Sell	4,695 -29	-0.6%	-$3.81K	0.28%	65
2024 Q2	$647K	Sell	4,724 -7	-0.1%	-$1K	0.31%	58
2024 Q1	$703K	Sell	4,731 -7	-0.1%	-$1.06K	0.33%	57
2023 Q4	$745K	Sell	4,738 -90	-2%	-$13.6K	0.41%	54
2023 Q3	$752K	Sell	4,828 -19	-0.4%	-$3.28K	0.48%	52
2023 Q2	$869K	Sell	4,847 -13	-0.3%	-$2.31K	0.54%	46
2023 Q1	$943K	Sell	4,860 -41	-0.8%	-$7.52K	0.73%	37
2022 Q4	$852K	Sell	4,901 -29	-0.6%	-$5.02K	0.72%	40
2022 Q3	$807K	Sell	4,930 -35	-0.7%	-$6.63K	0.73%	37
2022 Q2	$906K	Sell	4,965 -60	-1%	-$10.9K	0.82%	36
2022 Q1	$1.08M	Sell	5,025 -152	-3%	-$32.3K	0.97%	34
2021 Q4	$1.11M	Buy	+5,177	New	+$1.05M	1.09%	30

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Buttonwood Financial Advisors's UPS Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its United Parcel Service (UPS) stake by 0.72% in Q2 2026, selling an estimated $2.6K and leaving 3,438 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #85.

Buttonwood Financial Advisors first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Buttonwood Financial Advisors held 3,438 shares of United Parcel Service worth $370K as of Q2 2026.
Buttonwood Financial Advisors sold 25 United Parcel Service shares in Q2 2026, an estimated $2.6K.
United Parcel Service made up 0.11% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #85 holding.
Buttonwood Financial Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
Buttonwood Financial Advisors's United Parcel Service position peaked at $1.11M in Q4 2021.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.