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Calamos Wealth Management’s United Parcel Service UPS Stock Holding History

Calamos Wealth 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 		$557K Sell
5,185
-540
-9% -$56.1K 0.02% 294
2026
Q1 		$563K Buy
5,725
+903
+19% +$96.8K 0.02% 286
2025
Q4 		$478K Buy
4,822
+390
+9% +$36.5K 0.02% 273
2025
Q3 		$370K Buy
+4,432
New +$401K 0.01% 306
2024
Q1 		– Sell
-1,788
Closed -$281K – 333
2023
Q4 		$281K Buy
1,788
+33
+2% +$4.99K 0.02% 251
2023
Q3 		$274K Buy
+1,755
New +$303K 0.02% 266
2022
Q2 		– Sell
-963
Closed -$207K – 344
2022
Q1 		$207K Buy
+963
New +$205K 0.02% 320
2021
Q3 		– Sell
-2,672
Closed -$556K – 321
2021
Q2 		$556K Buy
2,672
+253
+10% +$50.6K 0.04% 221
2021
Q1 		$411K Hold
2,419
– – 0.03% 239
2020
Q4 		$407K Buy
+2,419
New +$408K 0.04% 227
2018
Q2 		– Sell
-9,111
Closed -$954K – 219
2018
Q1 		$954K Sell
9,111
-5,674
-38% -$656K 0.12% 118
2017
Q4 		$1.76M Sell
14,785
-329
-2% -$38.7K 0.23% 86
2017
Q3 		$1.81M Buy
15,114
+70
+0.5% +$7.96K 0.25% 101
2017
Q2 		$1.66M Sell
15,044
-428
-3% -$45.7K 0.24% 105
2017
Q1 		$1.66M Sell
15,472
-5,174
-25% -$565K 0.25% 104
2016
Q4 		$2.37M Sell
20,646
-1,065
-5% -$120K 0.38% 82
2016
Q3 		$2.37M Sell
21,711
-3,118
-13% -$341K 0.41% 78
2016
Q2 		$2.67M Sell
24,829
-1,546
-6% -$161K 0.47% 61
2016
Q1 		$2.78M Buy
26,375
+1,568
+6% +$152K 0.54% 54
2015
Q4 		$2.39M Sell
24,807
-1,615
-6% -$165K 0.48% 60
2015
Q3 		$2.61M Buy
26,422
+9,527
+56% +$941K 0.63% 44
2015
Q2 		$1.64M Sell
16,895
-1,555
-8% -$154K 0.39% 94
2015
Q1 		$1.79M Buy
18,450
+465
+3% +$47.7K 0.45% 79
2014
Q4 		$2M Buy
17,985
+1,985
+12% +$209K 0.57% 59
2014
Q3 		$1.57M Buy
16,000
+6,830
+74% +$679K 0.45% 87
2014
Q2 		$941K Buy
9,170
+60
+0.7% +$6.03K 0.27% 131
2014
Q1 		$887K Buy
+9,110
New +$888K 0.26% 134

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

Calamos Wealth Management's UPS Position: Q2 2026 in Review

Calamos Wealth Management reduced its United Parcel Service (UPS) stake by 9.4% in Q2 2026, selling an estimated $56.1K and leaving 5,185 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #294.

Calamos Wealth Management first reported a position in UPS in Q1 2014 and has held it in 27 quarters since. The position peaked at $2.78M in Q1 2016. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Calamos Wealth Management held 5,185 shares of United Parcel Service worth $557K as of Q2 2026.
  • Calamos Wealth Management sold 540 United Parcel Service shares in Q2 2026, an estimated $56.1K.
  • United Parcel Service made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Calamos Wealth Management first reported a position in United Parcel Service in Q1 2014 and has held it in 27 quarters since.
  • Calamos Wealth Management's United Parcel Service position peaked at $2.78M in Q1 2016.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.