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Dupree Financial Group’s United Parcel Service UPS Stock Holding History

Dupree Financial Group’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 		– Sell
-38,471
Closed -$3.78M – 84
2026
Q1 		$3.78M Sell
38,471
-65,912
-63% -$7.07M 1.52% 26
2025
Q4 		$10.4M Buy
104,383
+68,643
+192% +$6.42M 3.77% 8
2025
Q3 		$2.99M Buy
+35,740
New +$3.24M 1.13% 29
2025
Q2 		– Sell
-48,512
Closed -$5.34M – 79
2025
Q1 		$5.34M Buy
+48,512
New +$5.8M 2.17% 18

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

Dupree Financial Group's UPS Position: Q2 2026 in Review

Dupree Financial Group sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 38,471 shares — an estimated $3.78M sold.

Dupree Financial Group first reported a position in UPS in Q1 2025 and held it in 4 quarters. The position peaked at $10.4M in Q4 2025. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Dupree Financial Group reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Dupree Financial Group sold 38,471 United Parcel Service shares in Q2 2026, an estimated $3.78M.
  • Dupree Financial Group first reported a position in United Parcel Service in Q1 2025 and held it in 4 quarters.
  • Dupree Financial Group's United Parcel Service position peaked at $10.4M in Q4 2025.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.