CI
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CX Institutional’s United Parcel Service UPS Stock Holding History

CX Institutional’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 		$872K Sell
8,116
-949
-10% -$98.7K 0.03% 351
2026
Q1 		$892K Sell
9,065
-734
-7% -$78.7K 0.03% 358
2025
Q4 		$972K Sell
9,799
-61,858
-86% -$5.79M 0.03% 293
2025
Q3 		$5.99M Buy
71,657
+11,492
+19% +$1.04M 0.18% 136
2025
Q2 		$6.07M Buy
60,165
+17,152
+40% +$1.69M 0.21% 115
2025
Q1 		$4.73M Sell
43,013
-1,154
-3% -$138K 0.18% 127
2024
Q4 		$5.57M Buy
44,167
+9,733
+28% +$1.28M 0.22% 109
2024
Q3 		$4.69M Sell
34,434
-21,268
-38% -$2.79M 0.21% 134
2024
Q2 		$7.62M Buy
55,702
+2,301
+4% +$329K 0.36% 70
2024
Q1 		$7.94M Buy
53,401
+12,456
+30% +$1.89M 0.38% 65
2023
Q4 		$6.44M Buy
40,945
+3,132
+8% +$474K 0.34% 80
2023
Q3 		$5.89M Sell
37,813
-7,043
-16% -$1.22M 0.32% 81
2023
Q2 		$8.04M Buy
44,856
+4,801
+12% +$852K 0.42% 67
2023
Q1 		$7.76M Buy
40,055
+36,557
+1,045% +$6.71M 0.41% 65
2022
Q4 		$608K Buy
3,498
+1,966
+128% +$340K 0.04% 345
2022
Q3 		$248K Sell
1,532
-12,813
-89% -$2.43M 0.02% 416
2022
Q2 		$2.62M Buy
14,345
+3,930
+38% +$717K 0.2% 130
2022
Q1 		$2.23M Buy
10,415
+8,920
+597% +$1.9M 0.18% 142
2021
Q4 		$320K Sell
1,495
-7,122
-83% -$1.45M 0.03% 281
2021
Q3 		$1.57M Buy
8,617
+7,260
+535% +$1.43M 0.13% 172
2021
Q2 		$282K Buy
1,357
+136
+11% +$27.2K 0.02% 302
2021
Q1 		$208K Buy
1,221
+259
+27% +$41.9K 0.02% 301
2020
Q4 		$162K Sell
962
-224
-19% -$37.8K 0.02% 306
2020
Q3 		$198K Buy
1,186
+383
+48% +$55.8K 0.02% 262
2020
Q2 		$89K Buy
803
+155
+24% +$15.5K 0.01% 301
2020
Q1 		$61K Sell
648
-5,102
-89% -$529K 0.01% 302
2019
Q4 		$673K Buy
5,750
+5,437
+1,737% +$644K 0.12% 133
2019
Q3 		$38K Sell
313
-1,221
-80% -$140K 0.01% 314
2019
Q2 		$158K Buy
1,534
+1,275
+492% +$133K 0.03% 239
2019
Q1 		$29K Buy
+259
New +$27.5K 0.01% 370

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CX Institutional's UPS Position: Q2 2026 in Review

CX Institutional reduced its United Parcel Service (UPS) stake by 10% in Q2 2026, selling an estimated $98.7K and leaving 8,116 shares worth $872K. The position accounts for 0.03% of the portfolio, ranked #351.

CX Institutional first reported a position in UPS in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.04M in Q2 2023. 486 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CX Institutional held 8,116 shares of United Parcel Service worth $872K as of Q2 2026.
  • CX Institutional sold 949 United Parcel Service shares in Q2 2026, an estimated $98.7K.
  • United Parcel Service made up 0.03% of CX Institutional's portfolio in Q2 2026, its #351 holding.
  • CX Institutional first reported a position in United Parcel Service in Q1 2019 and has held it in 30 quarters since.
  • CX Institutional's United Parcel Service position peaked at $8.04M in Q2 2023.
  • 486 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.