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

Columbia 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
2025
Q1 		– Sell
-120,000
Closed -$120K – 274
2024
Q4 		$120K Buy
+120,000
New +$15.8M 0.02% 219

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

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

Columbia Asset Management reduced its United Parcel Service (UPS) stake by 7.9% in Q2 2026, selling an estimated $322K and leaving 36,270 shares worth $3.9M. The position accounts for 0.68% of the portfolio, ranked #43.

Columbia Asset Management first reported a position in UPS in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.51M in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Columbia Asset Management held 36,270 shares of United Parcel Service worth $3.9M as of Q2 2026.
  • Columbia Asset Management sold 3,100 United Parcel Service shares in Q2 2026, an estimated $322K.
  • United Parcel Service made up 0.68% of Columbia Asset Management's portfolio in Q2 2026, its #43 holding.
  • Columbia Asset Management first reported a position in United Parcel Service in Q4 2013 and has held it in 50 quarters since.
  • Columbia Asset Management's United Parcel Service position peaked at $6.51M in Q1 2023.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.