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Clark & Stuart Inc’s United Parcel Service UPS Stock Holding History

Clark & Stuart Inc’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 		$9.2M Buy
85,593
+2,517
+3% +$262K 5.77% 4
2026
Q1 		$8.17M Sell
83,076
-122
-0.1% -$13.1K 5.51% 4
2025
Q4 		$8.25M Sell
83,198
-3,974
-5% -$372K 5.69% 5
2025
Q3 		$7.28M Buy
87,172
+24,694
+40% +$2.24M 5.21% 8
2025
Q2 		$6.31M Buy
62,478
+3,450
+6% +$339K 4.75% 8
2025
Q1 		$6.49M Buy
59,028
+113
+0.2% +$13.5K 4.73% 8
2024
Q4 		$7.43M Buy
+58,915
New +$7.75M 5.44% 8

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Clark & Stuart Inc's UPS Position: Q2 2026 in Review

Clark & Stuart Inc increased its United Parcel Service (UPS) stake by 3% in Q2 2026, buying an estimated $262K and bringing the position to 85,593 shares worth $9.2M. The position accounts for 5.77% of the portfolio, ranked #4.

Clark & Stuart Inc first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 545 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Clark & Stuart Inc held 85,593 shares of United Parcel Service worth $9.2M as of Q2 2026.
  • Clark & Stuart Inc bought 2,517 United Parcel Service shares in Q2 2026, an estimated $262K.
  • United Parcel Service made up 5.77% of Clark & Stuart Inc's portfolio in Q2 2026, its #4 holding.
  • Clark & Stuart Inc first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 545 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.