CFG
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Clayton Financial Group’s United Parcel Service UPS Stock Holding History

Clayton Financial 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 		– Sell
-145
Closed -$14.3K – 535
2026
Q1 		$14.3K Buy
145
+100
+222% +$10.7K 0.01% 211
2025
Q4 		$4.46K Buy
+45
New +$4.21K ﹤0.01% 323

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Clayton Financial Group's UPS Position: Q2 2026 in Review

Clayton Financial Group sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 145 shares — an estimated $14.3K sold.

Clayton Financial Group first reported a position in UPS in Q4 2025 and held it in 2 quarters. The position peaked at $14.3K in Q1 2026. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Clayton Financial Group reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 145 United Parcel Service shares in Q2 2026, an estimated $14.3K.
  • Clayton Financial Group first reported a position in United Parcel Service in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's United Parcel Service position peaked at $14.3K in Q1 2026.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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