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Cascade Investment Advisors’s United Parcel Service UPS Stock Holding History

Cascade Investment 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 		$1.49M Sell
13,851
-40
-0.3% -$4.16K 0.81% 59
2026
Q1 		$1.37M Sell
13,891
-715
-5% -$76.7K 0.81% 59
2025
Q4 		$1.45M Sell
14,606
-855
-6% -$80K 0.85% 58
2025
Q3 		$1.29M Buy
15,461
+1,885
+14% +$171K 0.78% 62
2025
Q2 		$1.37M Buy
13,576
+2,956
+28% +$291K 0.88% 49
2025
Q1 		$1.17M Buy
+10,620
New +$1.27M 0.79% 68
2023
Q2 		– Sell
-355
Closed -$68.9K – 218
2023
Q1 		$68.9K Buy
+355
New +$65.1K 0.05% 130
2022
Q3 		– Sell
-355
Closed -$64.8K – 211
2022
Q2 		$64.8K Hold
355
– – 0.05% 134
2022
Q1 		$76.1K Hold
355
– – 0.05% 145
2021
Q4 		$76.1K Hold
355
– – 0.04% 147
2021
Q3 		$64.6K Hold
355
– – 0.04% 148
2021
Q2 		$73.8K Hold
355
– – 0.05% 140
2021
Q1 		$60.3K Buy
355
+5
+1% +$809 0.04% 151
2020
Q4 		$58.9K Hold
350
– – 0.04% 151
2020
Q3 		$58.3K Hold
350
– – 0.05% 142
2020
Q2 		$38.9K Hold
350
– – 0.04% 158
2020
Q1 		$32.7K Hold
350
– – 0.04% 156
2019
Q4 		$41K Sell
350
-225
-39% -$26.6K 0.03% 162
2019
Q3 		$68.9K Buy
575
+225
+64% +$25.7K 0.05% 132
2019
Q2 		$36.1K Hold
350
– – 0.03% 156
2019
Q1 		$39.1K Hold
350
– – 0.04% 144
2018
Q4 		$34.1K Sell
350
-150
-30% -$16.3K 0.03% 142
2018
Q3 		$58.4K Hold
500
– – 0.05% 125
2018
Q2 		$53.1K Sell
500
-25
-5% -$2.81K 0.05% 128
2018
Q1 		$54.9K Buy
525
+225
+75% +$26K 0.04% 124
2017
Q4 		$35.7K Hold
300
– – 0.03% 135
2017
Q3 		$36K Hold
300
– – 0.03% 133
2017
Q2 		$33.2K Hold
300
– – 0.03% 133
2017
Q1 		$32.2K Sell
300
-225
-43% -$24.6K 0.03% 120
2016
Q4 		$60.2K Buy
+525
New +$59.2K 0.05% 107
2016
Q2 		$41.5K Buy
+385
New +$40.1K 0.04% 109

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

Cascade Investment Advisors's UPS Position: Q2 2026 in Review

Cascade Investment Advisors reduced its United Parcel Service (UPS) stake by 0.29% in Q2 2026, selling an estimated $4.16K and leaving 13,851 shares worth $1.49M. The position accounts for 0.81% of the portfolio, ranked #59.

Cascade Investment Advisors first reported a position in UPS in Q2 2016 and has held it in 31 quarters since. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cascade Investment Advisors held 13,851 shares of United Parcel Service worth $1.49M as of Q2 2026.
  • Cascade Investment Advisors sold 40 United Parcel Service shares in Q2 2026, an estimated $4.16K.
  • United Parcel Service made up 0.81% of Cascade Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Cascade Investment Advisors first reported a position in United Parcel Service in Q2 2016 and has held it in 31 quarters since.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.