CPIG
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Chicago Partners Investment Group’s United Parcel Service UPS Stock Holding History

Chicago Partners Investment Group’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 		$1.41M Buy
12,350
+108
+0.9% +$11.2K 0.03% 504
2026
Q1 		$1.29M Buy
12,242
+732
+6% +$78.5K 0.03% 454
2025
Q4 		$1.24M Buy
11,510
+1,831
+19% +$171K 0.03% 406
2025
Q3 		$933K Buy
9,679
+2,368
+32% +$214K 0.02% 446
2025
Q2 		$757K Buy
7,311
+2,695
+58% +$265K 0.02% 462
2025
Q1 		$434K Buy
4,616
+144
+3% +$17.2K 0.01% 565
2024
Q4 		$567K Buy
4,472
+52
+1% +$6.84K 0.02% 468
2024
Q3 		$581K Buy
4,420
+359
+9% +$47.1K 0.02% 450
2024
Q2 		$524K Sell
4,061
-352
-8% -$50.4K 0.02% 458
2024
Q1 		$657K Buy
4,413
+345
+8% +$52.4K 0.03% 390
2023
Q4 		$637K Sell
4,068
-164
-4% -$24.8K 0.03% 372
2023
Q3 		$627K Buy
4,232
+51
+1% +$8.8K 0.03% 355
2023
Q2 		$767K Buy
4,181
+372
+10% +$66K 0.04% 329
2023
Q1 		$746K Sell
3,809
-17
-0.4% -$3.12K 0.04% 307
2022
Q4 		$720K Sell
3,826
-347
-8% -$60.1K 0.04% 306
2022
Q3 		$706K Buy
4,173
+479
+13% +$90.7K 0.05% 281
2022
Q2 		$720K Buy
3,694
+192
+5% +$35K 0.05% 274
2022
Q1 		$603K Buy
3,502
+529
+18% +$112K 0.05% 285
2021
Q4 		$636K Sell
2,973
-212
-7% -$43.1K 0.05% 296
2021
Q3 		$679K Buy
3,185
+236
+8% +$46.6K 0.05% 289
2021
Q2 		$619K Buy
2,949
+225
+8% +$45K 0.05% 290
2021
Q1 		$479K Buy
2,724
+34
+1% +$5.5K 0.04% 310
2020
Q4 		$428K Buy
2,690
+627
+30% +$106K 0.04% 305
2020
Q3 		$337K Sell
2,063
-263
-11% -$38.3K 0.04% 298
2020
Q2 		$281K Sell
2,326
-72
-3% -$7.19K 0.04% 304
2020
Q1 		$246K Buy
2,398
+253
+12% +$26.2K 0.04% 287
2019
Q4 		$254K Buy
2,145
+109
+5% +$12.9K 0.03% 306
2019
Q3 		$232K Buy
2,036
+82
+4% +$9.38K 0.03% 299
2019
Q2 		$203K Buy
1,954
+34
+2% +$3.54K 0.03% 308
2019
Q1 		$219K Buy
+1,920
New +$204K 0.03% 280
2018
Q4 		– Sell
-1,420
Closed -$149K – 890
2018
Q3 		$149K Hold
1,420
– – 0.02% 343
2018
Q2 		$151K Hold
1,420
– – 0.02% 320
2018
Q1 		$149K Hold
1,420
– – 0.03% 294
2017
Q4 		$169K Sell
1,420
-333
-19% -$39.1K 0.03% 281
2017
Q3 		$211K Buy
1,753
+974
+125% +$111K 0.04% 252
2017
Q2 		$87K Sell
779
-1,154
-60% -$123K 0.02% 297
2017
Q1 		$207K Sell
1,933
-1,167
-38% -$128K 0.06% 182
2016
Q4 		$355K Hold
3,100
– – 0.13% 122
2016
Q3 		$339K Buy
+3,100
New +$339K 0.13% 122
2016
Q1 		– Sell
-100
Closed -$10K – 483
2015
Q4 		$10K Buy
+100
New +$10.2K ﹤0.01% 397

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

Chicago Partners Investment Group's UPS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its United Parcel Service (UPS) stake by 0.88% in Q2 2026, buying an estimated $11.2K and bringing the position to 12,350 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #504.

Chicago Partners Investment Group first reported a position in UPS in Q4 2015 and has held it in 40 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Chicago Partners Investment Group held 12,350 shares of United Parcel Service worth $1.41M as of Q2 2026.
  • Chicago Partners Investment Group bought 108 United Parcel Service shares in Q2 2026, an estimated $11.2K.
  • United Parcel Service made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #504 holding.
  • Chicago Partners Investment Group first reported a position in United Parcel Service in Q4 2015 and has held it in 40 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.