Courier Capital’s United Parcel Service UPS Stock Holding History

Courier 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	$953K	Sell	8,865 -20,321	-70%	-$2.11M	0.05%	221
2026 Q1	$2.87M	Buy	29,186 +14,982	+105%	+$1.61M	0.16%	135
2025 Q4	$1.41M	Sell	14,204 -1,462	-9%	-$137K	0.08%	189
2025 Q3	$1.31M	Sell	15,666 -897	-5%	-$81.2K	0.08%	198
2025 Q2	$1.67M	Sell	16,563 -1,661	-9%	-$163K	0.1%	169
2025 Q1	$2M	Sell	18,224 -784	-4%	-$93.7K	0.13%	148
2024 Q4	$2.4M	Sell	19,008 -193	-1%	-$25.4K	0.17%	122
2024 Q3	$2.62M	Sell	19,201 -328	-2%	-$43.1K	0.18%	117
2024 Q2	$2.67M	Buy	19,529 +225	+1%	+$32.2K	0.21%	91
2024 Q1	$2.87M	Sell	19,304 -50	-0.3%	-$7.6K	0.21%	101
2023 Q4	$3.04M	Buy	19,354 +142	+0.7%	+$21.5K	0.23%	96
2023 Q3	$2.99M	Buy	19,212 +12	+0.1%	+$2.07K	0.25%	88
2023 Q2	$3.44M	Sell	19,200 -640	-3%	-$114K	0.27%	82
2023 Q1	$3.85M	Sell	19,840 -241	-1%	-$44.2K	0.43%	55
2022 Q4	$3.49M	Buy	20,081 +245	+1%	+$42.4K	0.4%	60
2022 Q3	$3.2M	Sell	19,836 -398	-2%	-$75.4K	0.4%	58
2022 Q2	$3.69M	Sell	20,234 -80	-0.4%	-$14.6K	0.43%	56
2022 Q1	$4.36M	Sell	20,314 -1,643	-7%	-$349K	0.44%	55
2021 Q4	$4.71M	Sell	21,957 -1,499	-6%	-$305K	0.44%	53
2021 Q3	$4.27M	Buy	23,456 +277	+1%	+$54.7K	0.41%	60
2021 Q2	$4.82M	Buy	23,179 +431	+2%	+$86.2K	0.46%	47
2021 Q1	$3.87M	Buy	22,748 +201	+0.9%	+$32.5K	0.39%	61
2020 Q4	$3.8M	Sell	22,547 -124	-0.5%	-$20.9K	0.41%	58
2020 Q3	$3.8M	Sell	22,671 -829	-4%	-$121K	0.46%	50
2020 Q2	$2.69M	Sell	23,500 -307	-1%	-$30.6K	0.35%	65
2020 Q1	$2.4M	Buy	23,807 +1,338	+6%	+$139K	0.36%	69
2019 Q4	$2.63M	Sell	22,469 -414	-2%	-$49K	0.31%	73
2019 Q3	$2.65M	Buy	22,883 +2	+0%	+$229	0.35%	69
2019 Q2	$2.36M	Buy	22,881 +52	+0.2%	+$5.41K	0.3%	76
2019 Q1	$2.55M	Buy	22,829 +432	+2%	+$45.8K	0.33%	72
2018 Q4	$2.18M	Buy	22,397 +703	+3%	+$76.2K	0.32%	74
2018 Q3	$2.53M	Buy	21,694 +156	+0.7%	+$18.4K	0.31%	77
2018 Q2	$2.29M	Buy	21,538 +17,128	+388%	+$1.92M	0.29%	81
2018 Q1	$462K	Buy	4,410 +100	+2%	+$11.6K	0.06%	167
2017 Q4	$514K	Buy	4,310 +25	+0.6%	+$2.94K	0.07%	156
2017 Q3	$515K	Hold	4,285	–	–	0.07%	147
2017 Q2	$474K	Hold	4,285	–	–	0.08%	151
2017 Q1	$460K	Hold	4,285	–	–	0.08%	151
2016 Q4	$491K	Hold	4,285	–	–	0.09%	141
2016 Q3	$469K	Sell	4,285 -100	-2%	-$10.9K	0.09%	147
2016 Q2	$472K	Sell	4,385 -100	-2%	-$10.4K	0.09%	153
2016 Q1	$473K	Sell	4,485 -75	-2%	-$7.29K	0.1%	142
2015 Q4	$439K	Sell	4,560 -400	-8%	-$40.9K	0.09%	150
2015 Q3	$490K	Sell	4,960 -16,081	-76%	-$1.59M	0.11%	141
2015 Q2	$2.04M	Sell	21,041 -189	-0.9%	-$18.8K	0.41%	60
2015 Q1	$2.06M	Buy	21,230 +400	+2%	+$41K	0.41%	62
2014 Q4	$2.32M	Sell	20,830 -150	-0.7%	-$15.8K	0.47%	54
2014 Q3	$2.06M	Sell	20,980 -750	-3%	-$74.5K	0.42%	59
2014 Q2	$2.23M	Buy	21,730 +100	+0.5%	+$10K	0.44%	60
2014 Q1	$2.11M	Hold	21,630	–	–	0.43%	57
2013 Q4	$2.27M	Hold	21,630	–	–	0.48%	53
2013 Q3	$1.98M	Hold	21,630	–	–	0.45%	56
2013 Q2	$1.87M	Buy	+21,630	New	+$1.86M	0.47%	54

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Courier Capital's UPS Position: Q2 2026 in Review

Courier Capital reduced its United Parcel Service (UPS) stake by 70% in Q2 2026, selling an estimated $2.11M and leaving 8,865 shares worth $953K. The position accounts for 0.05% of the portfolio, ranked #221.

Courier Capital first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.82M in Q2 2021. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Courier Capital held 8,865 shares of United Parcel Service worth $953K as of Q2 2026.
Courier Capital sold 20,321 United Parcel Service shares in Q2 2026, an estimated $2.11M.
United Parcel Service made up 0.05% of Courier Capital's portfolio in Q2 2026, its #221 holding.
Courier Capital first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
Courier Capital's United Parcel Service position peaked at $4.82M in Q2 2021.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.