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Cidel Asset Management’s United Parcel Service UPS Stock Holding History

Cidel Asset 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 		$1.34M Buy
12,436
+729
+6% +$75.8K 0.06% 145
2026
Q1 		$1.15M Buy
11,707
+2,175
+23% +$233K 0.06% 144
2025
Q4 		$945K Buy
9,532
+942
+11% +$88.1K 0.07% 136
2025
Q3 		$718K Buy
8,590
+1,052
+14% +$95.3K 0.04% 157
2025
Q2 		$761K Buy
7,538
+813
+12% +$80K 0.05% 149
2025
Q1 		$740K Buy
6,725
+604
+10% +$72.2K 0.05% 149
2024
Q4 		$772K Buy
6,121
+746
+14% +$98.2K 0.05% 142
2024
Q3 		$733K Buy
5,375
+798
+17% +$105K 0.05% 148
2024
Q2 		$626K Buy
4,577
+672
+17% +$96.2K 0.05% 155
2024
Q1 		$580K Buy
3,905
+527
+16% +$80.1K 0.04% 167
2023
Q4 		$531K Buy
+3,378
New +$511K 0.02% 178

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

Cidel Asset Management's UPS Position: Q2 2026 in Review

Cidel Asset Management increased its United Parcel Service (UPS) stake by 6.2% in Q2 2026, buying an estimated $75.8K and bringing the position to 12,436 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #145.

Cidel Asset Management first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cidel Asset Management held 12,436 shares of United Parcel Service worth $1.34M as of Q2 2026.
  • Cidel Asset Management bought 729 United Parcel Service shares in Q2 2026, an estimated $75.8K.
  • United Parcel Service made up 0.06% of Cidel Asset Management's portfolio in Q2 2026, its #145 holding.
  • Cidel Asset Management first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.