Cambridge Investment Research Advisors
UPS icon

Cambridge Investment Research Advisors’s United Parcel Service UPS Stock Holding History

Cambridge Investment Research 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 		$31.3M Buy
291,313
+11,460
+4% +$1.19M 0.07% 277
2026
Q1 		$27.5M Buy
279,853
+45,567
+19% +$4.89M 0.07% 283
2025
Q4 		$23.2M Buy
234,286
+6,279
+3% +$587K 0.06% 311
2025
Q3 		$19M Buy
228,007
+34,701
+18% +$3.14M 0.05% 359
2025
Q2 		$19.5M Buy
193,306
+26,363
+16% +$2.59M 0.06% 320
2025
Q1 		$18.4M Buy
166,943
+18,692
+13% +$2.24M 0.06% 311
2024
Q4 		$18.7M Buy
148,251
+7,789
+6% +$1.03M 0.06% 303
2024
Q3 		$19.2M Buy
140,462
+14,573
+12% +$1.91M 0.07% 295
2024
Q2 		$17.2M Sell
125,889
-4,501
-3% -$644K 0.06% 299
2024
Q1 		$19.4M Buy
130,390
+4,355
+3% +$662K 0.07% 259
2023
Q4 		$19.8M Buy
126,035
+5,088
+4% +$769K 0.08% 229
2023
Q3 		$18.9M Buy
120,947
+3,245
+3% +$560K 0.09% 229
2023
Q2 		$21.1M Sell
117,702
-1,017
-0.9% -$181K 0.1% 204
2023
Q1 		$23M Buy
118,719
+1,757
+2% +$322K 0.11% 191
2022
Q4 		$20.3M Buy
116,962
+7,134
+6% +$1.23M 0.11% 193
2022
Q3 		$17.7M Buy
109,828
+446
+0.4% +$84.4K 0.1% 206
2022
Q2 		$20M Sell
109,382
-15,545
-12% -$2.84M 0.11% 195
2022
Q1 		$26.8M Buy
124,927
+1,018
+0.8% +$216K 0.12% 176
2021
Q4 		$26.6M Buy
123,909
+816
+0.7% +$166K 0.12% 182
2021
Q3 		$22.4M Sell
123,093
-10,378
-8% -$2.05M 0.11% 190
2021
Q2 		$27.8M Sell
133,471
-13,768
-9% -$2.75M 0.13% 159
2021
Q1 		$25M Buy
147,239
+10,012
+7% +$1.62M 0.14% 158
2020
Q4 		$23.1M Sell
137,227
-1,578
-1% -$266K 0.14% 150
2020
Q3 		$23.1M Buy
138,805
+5,523
+4% +$804K 0.16% 140
2020
Q2 		$14.8M Buy
133,282
+33,577
+34% +$3.35M 0.11% 188
2020
Q1 		$9.31M Sell
99,705
-10,783
-10% -$1.12M 0.09% 216
2019
Q4 		$12.9M Buy
110,488
+13,636
+14% +$1.61M 0.1% 209
2019
Q3 		$11.6M Buy
96,852
+2,401
+3% +$275K 0.1% 203
2019
Q2 		$9.75M Buy
94,451
+3,880
+4% +$404K 0.09% 227
2019
Q1 		$10.1M Sell
90,571
-28,106
-24% -$2.98M 0.1% 205
2018
Q4 		$11.6M Buy
118,677
+7,374
+7% +$799K 0.13% 159
2018
Q3 		$13M Buy
111,303
+2,385
+2% +$281K 0.12% 166
2018
Q2 		$11.6M Sell
108,918
-13,283
-11% -$1.49M 0.12% 165
2018
Q1 		$12.8M Buy
122,201
+74
+0.1% +$8.55K 0.14% 140
2017
Q4 		$14.6M Buy
122,127
+7,802
+7% +$917K 0.17% 122
2017
Q3 		$13.7M Buy
114,325
+314
+0.3% +$35.7K 0.18% 112
2017
Q2 		$12.6M Buy
114,011
+7,563
+7% +$808K 0.19% 107
2017
Q1 		$11.4M Buy
106,448
+26,125
+33% +$2.85M 0.2% 102
2016
Q4 		$9.21M Buy
80,323
+10,174
+15% +$1.15M 0.17% 117
2016
Q3 		$7.67M Buy
70,149
+3,796
+6% +$415K 0.14% 131
2016
Q2 		$7.15M Buy
66,353
+12,475
+23% +$1.3M 0.15% 129
2016
Q1 		$5.68M Buy
53,878
+4,421
+9% +$430K 0.13% 148
2015
Q4 		$4.76M Buy
49,457
+6,614
+15% +$676K 0.11% 164
2015
Q3 		$4.23M Buy
42,843
+2,930
+7% +$289K 0.12% 164
2015
Q2 		$3.87M Buy
39,913
+6,066
+18% +$603K 0.11% 190
2015
Q1 		$3.28M Sell
33,847
-1,493
-4% -$153K 0.09% 215
2014
Q4 		$3.93M Buy
35,340
+3,415
+11% +$360K 0.12% 163
2014
Q3 		$3.14M Buy
31,925
+448
+1% +$44.5K 0.09% 209
2014
Q2 		$3.23M Buy
31,477
+1,351
+4% +$136K 0.11% 174
2014
Q1 		$2.93M Buy
30,126
+2,099
+7% +$205K 0.11% 171
2013
Q4 		$2.94M Buy
28,027
+2,505
+10% +$247K 0.12% 166
2013
Q3 		$2.33M Buy
25,522
+805
+3% +$70.8K 0.1% 194
2013
Q2 		$2.14M Buy
+24,717
New +$2.12M 0.11% 189

Other funds holding UPS

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors's UPS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its United Parcel Service (UPS) stake by 4.1% in Q2 2026, buying an estimated $1.19M and bringing the position to 291,313 shares worth $31.3M. The position accounts for 0.07% of the portfolio, ranked #277.

Cambridge Investment Research Advisors first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. 838 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cambridge Investment Research Advisors held 291,313 shares of United Parcel Service worth $31.3M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 11,460 United Parcel Service shares in Q2 2026, an estimated $1.19M.
  • United Parcel Service made up 0.07% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #277 holding.
  • Cambridge Investment Research Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • 838 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.