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Detalus Advisors’s United Parcel Service UPS Stock Holding History

Detalus 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 		$525K Sell
4,887
-4,154
-46% -$432K 0.1% 96
2026
Q1 		$889K Buy
9,041
+1,063
+13% +$114K 0.2% 63
2025
Q4 		$791K Buy
7,978
+101
+1% +$9.45K 0.19% 67
2025
Q3 		$658K Buy
7,877
+5,833
+285% +$528K 0.17% 69
2025
Q2 		$206K Hold
2,044
– – 0.06% 165
2025
Q1 		$225K Hold
2,044
– – 0.07% 146
2024
Q4 		$258K Sell
2,044
-106
-5% -$14K 0.08% 126
2024
Q3 		$293K Hold
2,150
– – 0.1% 119
2024
Q2 		$294K Buy
2,150
+161
+8% +$23.1K 0.1% 112
2024
Q1 		$296K Sell
1,989
-70
-3% -$10.6K 0.11% 113
2023
Q4 		$324K Sell
2,059
-29
-1% -$4.38K 0.13% 96
2023
Q3 		$325K Sell
2,088
-80
-4% -$13.8K 0.15% 87
2023
Q2 		$389K Buy
2,168
+57
+3% +$10.1K 0.17% 86
2023
Q1 		$409K Hold
2,111
– – 0.2% 87
2022
Q4 		$367K Sell
2,111
-500
-19% -$86.6K 0.18% 90
2022
Q3 		$422K Sell
2,611
-150
-5% -$28.4K 0.25% 79
2022
Q2 		$504K Hold
2,761
– – 0.3% 60
2022
Q1 		$592K Sell
2,761
-100
-3% -$21.2K 0.31% 55
2021
Q4 		$613K Sell
2,861
-200
-7% -$40.7K 0.29% 57
2021
Q3 		$557K Buy
3,061
+300
+11% +$59.2K 0.28% 62
2021
Q2 		$574K Sell
2,761
-2,045
-43% -$409K 0.31% 56
2021
Q1 		$817K Buy
4,806
+60
+1% +$9.71K 0.48% 38
2020
Q4 		$799K Buy
4,746
+2,751
+138% +$464K 0.5% 31
2020
Q3 		$332K Sell
1,995
-893
-31% -$130K 0.24% 68
2020
Q2 		$321K Sell
2,888
-597
-17% -$59.6K 0.25% 66
2020
Q1 		$326K Hold
3,485
– – 0.3% 61
2019
Q4 		$408K Buy
+3,485
New +$413K 0.3% 56

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

Detalus Advisors's UPS Position: Q2 2026 in Review

Detalus Advisors reduced its United Parcel Service (UPS) stake by 46% in Q2 2026, selling an estimated $432K and leaving 4,887 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #96.

Detalus Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $889K in Q1 2026. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Detalus Advisors held 4,887 shares of United Parcel Service worth $525K as of Q2 2026.
  • Detalus Advisors sold 4,154 United Parcel Service shares in Q2 2026, an estimated $432K.
  • United Parcel Service made up 0.1% of Detalus Advisors's portfolio in Q2 2026, its #96 holding.
  • Detalus Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Detalus Advisors's United Parcel Service position peaked at $889K in Q1 2026.
  • 926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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