Clarity Financial’s United Parcel Service UPS Stock Holding History

Clarity Financial’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	$423K	Sell	3,933 -120	-3%	-$12.5K	0.04%	85
2026 Q1	$399K	Buy	+4,053	New	+$435K	0.04%	77
2021 Q4	–	Sell	-27,251	Closed	-$4.96M	–	119
2021 Q3	$4.96M	Sell	27,251 -12,155	-31%	-$2.4M	0.81%	37
2021 Q2	$8.2M	Buy	39,406 +17,384	+79%	+$3.48M	1.57%	16
2021 Q1	$3.74M	Buy	22,022 +2,132	+11%	+$345K	0.76%	41
2020 Q4	$3.35M	Buy	+19,890	New	+$3.36M	0.8%	37

Other funds holding UPS

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Clarity Financial's UPS Position: Q2 2026 in Review

Clarity Financial reduced its United Parcel Service (UPS) stake by 3% in Q2 2026, selling an estimated $12.5K and leaving 3,933 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #85.

Clarity Financial first reported a position in UPS in Q4 2020 and has held it in 6 quarters since. The position peaked at $8.2M in Q2 2021. 1,250 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Clarity Financial held 3,933 shares of United Parcel Service worth $423K as of Q2 2026.
Clarity Financial sold 120 United Parcel Service shares in Q2 2026, an estimated $12.5K.
United Parcel Service made up 0.04% of Clarity Financial's portfolio in Q2 2026, its #85 holding.
Clarity Financial first reported a position in United Parcel Service in Q4 2020 and has held it in 6 quarters since.
Clarity Financial's United Parcel Service position peaked at $8.2M in Q2 2021.
1,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.