Cypress Wealth Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.81M | Sell |
26,106
-170
| -0.6% | -$17.7K | 0.34% | 61 |
|
|
2026
Q1 | $2.58M | Buy |
26,276
+1,067
| +4% | +$114K | 0.36% | 63 |
|
|
2025
Q4 | $2.5M | Sell |
25,209
-187
| -0.7% | -$17.5K | 0.35% | 59 |
|
|
2025
Q3 | $2.12M | Buy |
25,396
+34
| +0.1% | +$3.08K | 0.35% | 58 |
|
|
2025
Q2 | $2.56M | Sell |
25,362
-91
| -0.4% | -$8.95K | 0.46% | 49 |
|
|
2025
Q1 | $2.8M | Buy |
25,453
+1,108
| +5% | +$132K | 0.57% | 38 |
|
|
2024
Q4 | $3.07M | Sell |
24,345
-880
| -3% | -$116K | 0.62% | 36 |
|
|
2024
Q3 | $3.44M | Buy |
25,225
+918
| +4% | +$121K | 0.71% | 32 |
|
|
2024
Q2 | $3.33M | Sell |
24,307
-113
| -0.5% | -$16.2K | 0.74% | 30 |
|
|
2024
Q1 | $3.63M | Sell |
24,420
-366
| -1% | -$55.6K | 0.85% | 26 |
|
|
2023
Q4 | $3.9M | Sell |
24,786
-350
| -1% | -$52.9K | 0.97% | 22 |
|
|
2023
Q3 | $3.92M | Sell |
25,136
-60
| -0.2% | -$10.4K | 1.09% | 21 |
|
|
2023
Q2 | $4.6M | Buy |
25,196
+600
| +2% | +$107K | 1.21% | 20 |
|
|
2023
Q1 | $4.77M | Sell |
24,596
-2,695
| -10% | -$494K | 1.4% | 16 |
|
|
2022
Q4 | $4.74M | Sell |
27,291
-152
| -0.6% | -$26.3K | 1.52% | 12 |
|
|
2022
Q3 | $4.37M | Sell |
27,443
-2,966
| -10% | -$562K | 1.49% | 13 |
|
|
2022
Q2 | $5.55M | Buy |
30,409
+539
| +2% | +$98.3K | 1.77% | 12 |
|
|
2022
Q1 | $6.41M | Buy |
29,870
+386
| +1% | +$82K | 1.75% | 14 |
|
|
2021
Q4 | $6.32M | Buy |
29,484
+85
| +0.3% | +$17.3K | 1.73% | 13 |
|
|
2021
Q3 | $5.35M | Sell |
29,399
-620
| -2% | -$122K | 1.6% | 16 |
|
|
2021
Q2 | $6.24M | Sell |
30,019
-95
| -0.3% | -$19K | 1.71% | 11 |
|
|
2021
Q1 | $5.12M | Hold |
30,114
| – | – | 1.07% | 26 |
|
|
2020
Q4 | $5.07M | Buy |
+30,114
| New | +$5.08M | 1.13% | 25 |
|
|
2020
Q3 | – | Sell |
-31,575
| Closed | -$4.6M | – | 479 |
|
|
2020
Q2 | $3.51M | Sell |
31,575
-90
| -0.3% | -$8.98K | 0.84% | 36 |
|
|
2020
Q1 | $2.96M | Sell |
31,665
-1,704
| -5% | -$177K | 0.87% | 35 |
|
|
2019
Q4 | $3.91M | Sell |
33,369
-95
| -0.3% | -$11.2K | 0.99% | 29 |
|
|
2019
Q3 | $4.01M | Sell |
33,464
-355
| -1% | -$40.6K | 1.1% | 23 |
|
|
2019
Q2 | $3.49M | Buy |
33,819
+308
| +0.9% | +$32K | 1.01% | 28 |
|
|
2019
Q1 | $3.75M | Sell |
33,511
-277
| -0.8% | -$29.4K | 1.19% | 25 |
|
|
2018
Q4 | $3.29M | Buy |
33,788
+558
| +2% | +$60.5K | 1.31% | 23 |
|
|
2018
Q3 | $3.88M | Sell |
33,230
-2,546
| -7% | -$300K | 1.39% | 22 |
|
|
2018
Q2 | $3.8M | Sell |
35,776
-17
| -0% | -$1.91K | 1.44% | 22 |
|
|
2018
Q1 | $3.75M | Sell |
35,793
-484
| -1% | -$55.9K | 1.6% | 20 |
|
|
2017
Q4 | $4.32M | Buy |
+36,277
| New | +$4.26M | 1.79% | 15 |
|
Other funds holding UPS
LMFP
MIHAS
MFG
DC
AI
ORIO
Cypress Wealth Services's UPS Position: Q2 2026 in Review
Cypress Wealth Services reduced its United Parcel Service (UPS) stake by 0.65% in Q2 2026, selling an estimated $17.7K and leaving 26,106 shares worth $2.81M. The position accounts for 0.34% of the portfolio, ranked #61.
Cypress Wealth Services first reported a position in UPS in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.41M in Q1 2022. 575 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Cypress Wealth Services held 26,106 shares of United Parcel Service worth $2.81M as of Q2 2026.
- Cypress Wealth Services sold 170 United Parcel Service shares in Q2 2026, an estimated $17.7K.
- United Parcel Service made up 0.34% of Cypress Wealth Services's portfolio in Q2 2026, its #61 holding.
- Cypress Wealth Services first reported a position in United Parcel Service in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's United Parcel Service position peaked at $6.41M in Q1 2022.
- 575 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.