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Chicago Trust’s United Parcel Service UPS Stock Holding History

Chicago Trust’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 		$1.08M Sell
10,011
-2,088
-17% -$217K 0.16% 133
2026
Q1 		$1.19M Buy
12,099
+1,595
+15% +$171K 0.19% 106
2025
Q4 		$1.04M Buy
10,504
+937
+10% +$87.6K 0.16% 113
2025
Q3 		$799K Sell
9,567
-605
-6% -$54.8K 0.11% 167
2025
Q2 		$1.03M Buy
10,172
+6,424
+171% +$632K 0.14% 138
2025
Q1 		$412K Sell
3,748
-353
-9% -$42.2K 0.07% 236
2024
Q4 		$517K Sell
4,101
-19
-0.5% -$2.5K 0.09% 199
2024
Q3 		$562K Sell
4,120
-529
-11% -$69.5K 0.1% 189
2024
Q2 		$636K Sell
4,649
-762
-14% -$109K 0.13% 143
2024
Q1 		$804K Sell
5,411
-1,873
-26% -$285K 0.17% 131
2023
Q4 		$1.15M Sell
7,284
-180
-2% -$27.2K 0.25% 97
2023
Q3 		$1.16M Sell
7,464
-533
-7% -$92K 0.29% 88
2023
Q2 		$1.43M Sell
7,997
-853
-10% -$151K 0.34% 74
2023
Q1 		$1.72M Sell
8,850
-1,708
-16% -$313K 0.43% 61
2022
Q4 		$1.84M Sell
10,558
-2,330
-18% -$403K 0.46% 59
2022
Q3 		$2.08M Sell
12,888
-402
-3% -$76.1K 0.54% 45
2022
Q2 		$2.43M Buy
13,290
+1,215
+10% +$222K 0.61% 43
2022
Q1 		$2.59M Buy
12,075
+1,563
+15% +$332K 0.56% 47
2021
Q4 		$2.25M Buy
10,512
+670
+7% +$136K 0.45% 61
2021
Q3 		$1.79M Buy
9,842
+55
+0.6% +$10.9K 0.39% 72
2021
Q2 		$2.04M Buy
9,787
+8,535
+682% +$1.71M 0.48% 60
2021
Q1 		$213K Sell
1,252
-4,650
-79% -$752K 0.07% 196
2020
Q4 		$994K Buy
5,902
+4,387
+290% +$740K 0.34% 81
2020
Q3 		$252K Buy
+1,515
New +$221K 0.11% 151
2019
Q2 		– Sell
-32,185
Closed -$3.6K – 196
2019
Q1 		$3.6K Sell
32,185
-315
-1% -$33.4K 1.55% 16
2018
Q4 		$3.17K Sell
32,500
-290
-0.9% -$31.4K 1.5% 19
2018
Q3 		$3.83M Sell
32,790
-345
-1% -$40.6K 1.52% 14
2018
Q2 		$3.52M Sell
33,135
-215
-0.6% -$24.1K 1.5% 15
2018
Q1 		$3.49M Sell
33,350
-230
-0.7% -$26.6K 1.49% 13
2017
Q4 		$4M Sell
33,580
-245
-0.7% -$28.8K 1.6% 13
2017
Q3 		$4.06K Sell
33,825
-199
-0.6% -$22.6K 1.71% 13
2017
Q2 		$3.76K Sell
34,024
-390
-1% -$41.7K 1.67% 13
2017
Q1 		$3.69K Sell
34,414
-140
-0.4% -$15.3K 1.63% 14
2016
Q4 		$3.96M Hold
34,554
– – 1.72% 13
2016
Q3 		$3.78M Sell
34,554
-530
-2% -$57.9K 1.65% 13
2016
Q2 		$3.78M Sell
35,084
-435
-1% -$45.3K 1.55% 15
2016
Q1 		$3.75M Sell
35,519
-75
-0.2% -$7.29K 1.55% 17
2015
Q4 		$3.43M Sell
35,594
-311
-0.9% -$31.8K 1.33% 20
2015
Q3 		$3.54M Sell
35,905
-875
-2% -$86.4K 1.36% 22
2015
Q2 		$3.56M Sell
36,780
-485
-1% -$48.2K 1.25% 22
2015
Q1 		$3.61M Buy
+37,265
New +$3.82M 1.24% 24

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 Trust's UPS Position: Q2 2026 in Review

Chicago Trust reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $217K and leaving 10,011 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #133.

Chicago Trust first reported a position in UPS in Q1 2015 and has held it in 41 quarters since. The position peaked at $4M in Q4 2017. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Chicago Trust held 10,011 shares of United Parcel Service worth $1.08M as of Q2 2026.
  • Chicago Trust sold 2,088 United Parcel Service shares in Q2 2026, an estimated $217K.
  • United Parcel Service made up 0.16% of Chicago Trust's portfolio in Q2 2026, its #133 holding.
  • Chicago Trust first reported a position in United Parcel Service in Q1 2015 and has held it in 41 quarters since.
  • Chicago Trust's United Parcel Service position peaked at $4M in Q4 2017.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.