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Concurrent Investment Advisors’s United Parcel Service UPS Stock Holding History

Concurrent Investment Advisors’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 		$15.6M Buy
144,972
+23,123
+19% +$2.4M 0.13% 164
2026
Q1 		$12M Buy
121,849
+12,921
+12% +$1.39M 0.13% 167
2025
Q4 		$10.8M Buy
108,928
+53,864
+98% +$5.04M 0.12% 173
2025
Q3 		$4.6M Buy
55,064
+7,709
+16% +$698K 0.08% 262
2025
Q2 		$4.78M Buy
47,355
+508
+1% +$50K 0.09% 231
2025
Q1 		$5.15M Buy
46,847
+825
+2% +$98.6K 0.13% 179
2024
Q4 		$5.8M Sell
46,022
-412
-0.9% -$54.2K 0.16% 139
2024
Q3 		$6.33M Sell
46,434
-16,707
-26% -$2.19M 0.19% 116
2024
Q2 		$8.64M Buy
63,141
+19,252
+44% +$2.76M 0.28% 81
2024
Q1 		$6.52M Buy
43,889
+648
+1% +$98.5K 0.26% 92
2023
Q4 		$6.8M Buy
+43,241
New +$6.54M 0.32% 74

Other funds holding UPS

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
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
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

Concurrent Investment Advisors's UPS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its United Parcel Service (UPS) stake by 19% in Q2 2026, buying an estimated $2.4M and bringing the position to 144,972 shares worth $15.6M. The position accounts for 0.13% of the portfolio, ranked #164.

Concurrent Investment Advisors first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Concurrent Investment Advisors held 144,972 shares of United Parcel Service worth $15.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 23,123 United Parcel Service shares in Q2 2026, an estimated $2.4M.
  • United Parcel Service made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Concurrent Investment Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • 710 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.