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CMG Global Holdings’s United Parcel Service UPS Stock Holding History

CMG Global Holdings’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 		$3.64M Buy
33,817
+1,696
+5% +$176K 1.54% 18
2026
Q1 		$3.16M Buy
32,121
+6,074
+23% +$651K 1.51% 17
2025
Q4 		$3.04M Sell
26,047
-988
-4% -$92.4K 1.35% 21
2025
Q3 		$2.27M Sell
27,035
-1,876
-6% -$170K 1.11% 30
2025
Q2 		$2.94M Sell
28,911
-11,186
-28% -$1.1M 1.55% 21
2025
Q1 		$3.97M Sell
40,097
-2,001
-5% -$239K 2.59% 9
2024
Q4 		$5.58M Buy
42,098
+2,440
+6% +$321K 3.08% 6
2024
Q3 		$5.41M Hold
39,658
– – 3.05% 7
2024
Q2 		$5.43M Hold
39,658
– – 3.59% 6
2024
Q1 		$5.89M Hold
39,658
– – 4.05% 5
2023
Q4 		$5.83M Sell
39,658
-6
-0% -$907 4.23% 6
2023
Q3 		$6.18M Hold
39,664
– – 5.28% 2
2023
Q2 		$7.11M Sell
39,664
-63
-0.2% -$11.2K 5.81% 2
2023
Q1 		$7.71M Sell
39,727
-3
-0% -$550 6.99% 2
2022
Q4 		$6.91M Buy
39,730
+30
+0.1% +$5.19K 6.55% 2
2022
Q3 		$6.41M Buy
39,700
+3
+0% +$568 6.91% 1
2022
Q2 		$7.25M Buy
39,697
+25
+0.1% +$4.56K 7.5% 1
2022
Q1 		$8.51M Sell
39,672
-14
-0% -$2.98K 6.94% 2
2021
Q4 		$8.51M Hold
39,686
– – 5.48% 3
2021
Q3 		$7.23M Buy
39,686
+25
+0.1% +$4.93K 5.4% 3
2021
Q2 		$8.25M Hold
39,661
– – 6.22% 3
2021
Q1 		$6.74M Buy
+39,661
New +$6.42M 5.85% 3

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

CMG Global Holdings's UPS Position: Q2 2026 in Review

CMG Global Holdings increased its United Parcel Service (UPS) stake by 5.3% in Q2 2026, buying an estimated $176K and bringing the position to 33,817 shares worth $3.64M. The position accounts for 1.54% of the portfolio, ranked #18.

CMG Global Holdings first reported a position in UPS in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.51M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CMG Global Holdings held 33,817 shares of United Parcel Service worth $3.64M as of Q2 2026.
  • CMG Global Holdings bought 1,696 United Parcel Service shares in Q2 2026, an estimated $176K.
  • United Parcel Service made up 1.54% of CMG Global Holdings's portfolio in Q2 2026, its #18 holding.
  • CMG Global Holdings first reported a position in United Parcel Service in Q1 2021 and has held it in 22 quarters since.
  • CMG Global Holdings's United Parcel Service position peaked at $8.51M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.