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Byrne Asset Management’s United Parcel Service UPS Stock Holding History

Byrne Asset Management’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 		$21.5K Sell
200
-50
-20% -$5.2K 0.01% 363
2026
Q1 		$24.6K Buy
250
+13
+5% +$1.39K 0.01% 329
2025
Q4 		$23.5K Sell
237
-68
-22% -$6.36K 0.01% 335
2025
Q3 		$25.5K Sell
305
-133
-30% -$12K 0.02% 315
2025
Q2 		$44.2K Sell
438
-4,772
-92% -$469K 0.03% 260
2025
Q1 		$573K Buy
5,210
+359
+7% +$42.9K 0.42% 66
2024
Q4 		$612K Sell
4,851
-952
-16% -$125K 0.43% 62
2024
Q3 		$791K Buy
+5,803
New +$762K 0.54% 61
2024
Q2 		– Hold
0
– – – 54
2024
Q1 		– Sell
-5,900
Closed -$897K – 55
2023
Q4 		$925K Buy
+5,900
New +$892K 0.7% 48
2023
Q3 		– Hold
0
– – – 47
2023
Q2 		– Sell
-5,693
Closed -$1.01M – 42
2023
Q1 		$1.1M Sell
5,693
-538
-9% -$98.7K 0.79% 35
2022
Q4 		$1.08M Buy
6,231
+130
+2% +$22.5K 0.78% 34
2022
Q3 		$986K Sell
6,101
-155
-2% -$29.3K 0.76% 37
2022
Q2 		$1.14M Sell
6,256
-43
-0.7% -$7.84K 0.84% 32
2022
Q1 		$1.35M Buy
6,299
+170
+3% +$36.1K 0.84% 35
2021
Q4 		$1.31M Buy
+6,129
New +$1.25M 0.85% 36

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

Byrne Asset Management's UPS Position: Q2 2026 in Review

Byrne Asset Management reduced its United Parcel Service (UPS) stake by 20% in Q2 2026, selling an estimated $5.2K and leaving 200 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #363.

Byrne Asset Management first reported a position in UPS in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.35M in Q1 2022. 610 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Byrne Asset Management held 200 shares of United Parcel Service worth $21.5K as of Q2 2026.
  • Byrne Asset Management sold 50 United Parcel Service shares in Q2 2026, an estimated $5.2K.
  • United Parcel Service made up 0.01% of Byrne Asset Management's portfolio in Q2 2026, its #363 holding.
  • Byrne Asset Management first reported a position in United Parcel Service in Q4 2021 and has held it in 15 quarters since.
  • Byrne Asset Management's United Parcel Service position peaked at $1.35M in Q1 2022.
  • 610 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.