DI
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Diligent Investors’s United Parcel Service UPS Stock Holding History

Diligent Investors’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 		$469K Sell
4,359
-27
-0.6% -$2.81K 0.1% 219
2026
Q1 		$432K Sell
4,386
-213
-5% -$22.8K 0.11% 215
2025
Q4 		$456K Sell
4,599
-577
-11% -$54K 0.11% 200
2025
Q3 		$432K Sell
5,176
-459
-8% -$41.6K 0.11% 214
2025
Q2 		$569K Sell
5,635
-1,104
-16% -$109K 0.13% 178
2025
Q1 		$741K Buy
6,739
+17
+0.3% +$2.03K 0.18% 151
2024
Q4 		$848K Buy
6,722
+111
+2% +$14.6K 0.19% 145
2024
Q3 		$901K Sell
6,611
-153
-2% -$20.1K 0.21% 137
2024
Q2 		$926K Buy
6,764
+33
+0.5% +$4.72K 0.23% 125
2024
Q1 		$1M Buy
6,731
+323
+5% +$49.1K 0.25% 118
2023
Q4 		$1.01M Sell
6,408
-50
-0.8% -$7.56K 0.28% 97
2023
Q3 		$1.01M Sell
6,458
-3
-0% -$518 0.31% 89
2023
Q2 		$1.16M Hold
6,461
– – 0.34% 75
2023
Q1 		$1.25M Sell
6,461
-49
-0.8% -$8.99K 0.39% 62
2022
Q4 		$1.13M Sell
6,510
-50
-0.8% -$8.65K 0.37% 69
2022
Q3 		$1.06M Sell
6,560
-300
-4% -$56.8K 0.38% 65
2022
Q2 		$1.25M Buy
6,860
+75
+1% +$13.7K 0.43% 54
2022
Q1 		$1.46M Sell
6,785
-231
-3% -$49.1K 0.42% 51
2021
Q4 		$1.5M Sell
7,016
-75
-1% -$15.3K 0.42% 49
2021
Q3 		$1.48M Hold
7,091
– – 0.5% 43
2021
Q2 		$1.48M Buy
7,091
+59
+0.8% +$11.8K 0.5% 43
2021
Q1 		$1.2M Sell
7,032
-256
-4% -$41.4K 0.44% 56
2020
Q4 		$1.23M Buy
7,288
+87
+1% +$14.7K 0.49% 47
2020
Q3 		$1.2M Sell
7,201
-199
-3% -$29K 0.55% 41
2020
Q2 		$823K Buy
7,400
+53
+0.7% +$5.29K 0.4% 57
2020
Q1 		$686K Buy
7,347
+4,050
+123% +$420K 0.41% 59
2019
Q4 		$386K Hold
3,297
– – 0.17% 124
2019
Q3 		$395K Hold
3,297
– – 0.19% 126
2019
Q2 		$340K Hold
3,297
– – 0.17% 145
2019
Q1 		$368K Buy
3,297
+50
+2% +$5.3K 0.21% 119
2018
Q4 		$317K Buy
3,247
+100
+3% +$10.8K 0.21% 123
2018
Q3 		$367K Sell
3,147
-200
-6% -$23.5K 0.2% 129
2018
Q2 		$356K Hold
3,347
– – 0.22% 122
2018
Q1 		$350K Buy
3,347
+360
+12% +$41.6K 0.21% 125
2017
Q4 		$356K Hold
2,987
– – 0.23% 126
2017
Q3 		$359K Hold
2,987
– – 0.26% 99
2017
Q2 		$330K Buy
2,987
+50
+2% +$5.34K 0.23% 111
2017
Q1 		$316K Buy
2,937
+19
+0.7% +$2.08K 0.24% 105
2016
Q4 		$334K Sell
2,918
-70
-2% -$7.89K 0.27% 99
2016
Q3 		$328K Hold
2,988
– – 0.27% 103
2016
Q2 		$322K Buy
+2,988
New +$311K 0.31% 97

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

Diligent Investors's UPS Position: Q2 2026 in Review

Diligent Investors reduced its United Parcel Service (UPS) stake by 0.62% in Q2 2026, selling an estimated $2.81K and leaving 4,359 shares worth $469K. The position accounts for 0.1% of the portfolio, ranked #219.

Diligent Investors first reported a position in UPS in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.5M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Diligent Investors held 4,359 shares of United Parcel Service worth $469K as of Q2 2026.
  • Diligent Investors sold 27 United Parcel Service shares in Q2 2026, an estimated $2.81K.
  • United Parcel Service made up 0.1% of Diligent Investors's portfolio in Q2 2026, its #219 holding.
  • Diligent Investors first reported a position in United Parcel Service in Q2 2016 and has held it in 41 quarters since.
  • Diligent Investors's United Parcel Service position peaked at $1.5M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.