Easterly Investment Partners’s United Parcel Service UPS Stock Holding History

Easterly Investment Partners’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	$6.77M	Sell	63,000 -90,675	-59%	-$9.43M	0.34%	57
2026 Q1	$15.1M	Buy	153,675 +36,403	+31%	+$3.9M	1.15%	15
2025 Q4	$11.6M	Sell	117,272 -2,271	-2%	-$212K	0.71%	37
2025 Q3	$9.99M	Buy	119,543 +56,938	+91%	+$5.16M	0.68%	52
2025 Q2	$6.32M	Buy	62,605 +58,289	+1,351%	+$5.73M	0.45%	71
2025 Q1	$475K	Sell	4,316 -6,760	-61%	-$808K	0.04%	162
2024 Q4	$1.4M	Hold	11,076	–	–	0.11%	133
2024 Q3	$1.51M	Buy	11,076 +4,302	+64%	+$565K	0.12%	141
2024 Q2	$927K	Buy	+6,774	New	+$970K	0.08%	149
2023 Q3	–	Sell	-13,805	Closed	-$2.47M	–	204
2023 Q2	$2.47M	Sell	13,805 -699	-5%	-$124K	0.22%	100
2023 Q1	$2.81M	Buy	14,504 +1,840	+15%	+$338K	0.25%	97
2022 Q4	$2.2M	Buy	12,664 +4,294	+51%	+$743K	0.19%	102
2022 Q3	$1.35M	Hold	8,370	–	–	0.13%	122
2022 Q2	$1.53M	Buy	+8,370	New	+$1.53M	0.14%	116

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Easterly Investment Partners's UPS Position: Q2 2026 in Review

Easterly Investment Partners reduced its United Parcel Service (UPS) stake by 59% in Q2 2026, selling an estimated $9.43M and leaving 63,000 shares worth $6.77M. The position accounts for 0.34% of the portfolio, ranked #57.

Easterly Investment Partners first reported a position in UPS in Q2 2022 and has held it in 14 quarters since. The position peaked at $15.1M in Q1 2026. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Easterly Investment Partners held 63,000 shares of United Parcel Service worth $6.77M as of Q2 2026.
Easterly Investment Partners sold 90,675 United Parcel Service shares in Q2 2026, an estimated $9.43M.
United Parcel Service made up 0.34% of Easterly Investment Partners's portfolio in Q2 2026, its #57 holding.
Easterly Investment Partners first reported a position in United Parcel Service in Q2 2022 and has held it in 14 quarters since.
Easterly Investment Partners's United Parcel Service position peaked at $15.1M in Q1 2026.
683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.