CPC
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Congress Park Capital’s United Parcel Service UPS Stock Holding History

Congress Park Capital’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 		$220K Hold
2,050
– – 0.06% 126
2026
Q1 		$202K Hold
2,050
– – 0.06% 129
2025
Q4 		$203K Sell
2,050
-525
-20% -$49.1K 0.06% 126
2025
Q3 		$215K Buy
+2,575
New +$233K 0.07% 121

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

Congress Park Capital's UPS Position: Q2 2026 in Review

Congress Park Capital held its United Parcel Service (UPS) position steady in Q2 2026 at 2,050 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #126.

Congress Park Capital first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Congress Park Capital held 2,050 shares of United Parcel Service worth $220K as of Q2 2026.
  • Congress Park Capital left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.06% of Congress Park Capital's portfolio in Q2 2026, its #126 holding.
  • Congress Park Capital first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.