DFA
UPS icon

DHJJ Financial Advisors’s United Parcel Service UPS Stock Holding History

DHJJ Financial 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 		$1.8M Sell
16,784
-1
-0% -$104 0.52% 35
2026
Q1 		$1.65M Hold
16,785
– – 0.55% 33
2025
Q4 		$1.66M Hold
16,785
– – 0.55% 34
2025
Q3 		$1.4M Buy
16,785
+2
+0% +$181 0.48% 41
2025
Q2 		$1.69M Sell
16,783
-122
-0.7% -$12K 0.61% 29
2025
Q1 		$1.86M Hold
16,905
– – 0.75% 26
2024
Q4 		$2.13M Hold
16,905
– – 0.83% 24
2024
Q3 		$2.3M Hold
16,905
– – 0.91% 22
2024
Q2 		$2.31M Hold
16,905
– – 0.98% 20
2024
Q1 		$2.51M Hold
16,905
– – 1.11% 19
2023
Q4 		$2.66M Hold
16,905
– – 1.24% 16
2023
Q3 		$2.63M Hold
16,905
– – 1.34% 15
2023
Q2 		$3.03M Hold
16,905
– – 1.58% 15
2023
Q1 		$3.28M Hold
16,905
– – 1.78% 11
2022
Q4 		$2.94M Hold
16,905
– – 1.68% 12
2022
Q3 		$2.73M Hold
16,905
– – 1.59% 15
2022
Q2 		$3.09M Hold
16,905
– – 1.72% 13
2022
Q1 		$3.49M Hold
16,905
– – 1.68% 13
2021
Q4 		$3.62M Sell
16,905
-448
-3% -$91.1K 1.7% 14
2021
Q3 		$3.16M Hold
17,353
– – 1.63% 16
2021
Q2 		$3.61M Hold
17,353
– – 1.91% 12
2021
Q1 		$2.95M Hold
17,353
– – 1.71% 16
2020
Q4 		$2.92M Buy
+17,353
New +$2.93M 1.84% 15

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

DHJJ Financial Advisors's UPS Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its United Parcel Service (UPS) stake by 0.01% in Q2 2026, selling an estimated $104 and leaving 16,784 shares worth $1.8M. The position accounts for 0.52% of the portfolio, ranked #35.

DHJJ Financial Advisors first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.62M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • DHJJ Financial Advisors held 16,784 shares of United Parcel Service worth $1.8M as of Q2 2026.
  • DHJJ Financial Advisors sold 1 United Parcel Service share in Q2 2026, an estimated $104.
  • United Parcel Service made up 0.52% of DHJJ Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • DHJJ Financial Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's United Parcel Service position peaked at $3.62M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.