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Eaton-Cambridge’s United Parcel Service UPS Stock Holding History

Eaton-Cambridge’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
-2,200
Closed -$216K – 73
2026
Q1 		$216K Sell
2,200
-1,035
-32% -$111K 0.07% 54
2025
Q4 		$321K Buy
3,235
+135
+4% +$12.6K 0.11% 36
2025
Q3 		$259K Sell
3,100
-114
-4% -$10.3K 0.09% 36
2025
Q2 		$324K Buy
3,214
+142
+5% +$14K 0.12% 29
2025
Q1 		$338K Sell
3,072
-166
-5% -$19.8K 0.15% 26
2024
Q4 		$408K Buy
3,238
+98
+3% +$12.9K 0.18% 22
2024
Q3 		$428K Sell
3,140
-122
-4% -$16K 0.2% 20
2024
Q2 		$446K Buy
3,262
+15
+0.5% +$2.15K 0.23% 20
2024
Q1 		$483K Buy
3,247
+92
+3% +$14K 0.26% 19
2023
Q4 		$496K Buy
+3,155
New +$477K 0.3% 19

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

Eaton-Cambridge's UPS Position: Q2 2026 in Review

Eaton-Cambridge sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,200 shares — an estimated $216K sold.

Eaton-Cambridge first reported a position in UPS in Q4 2023 and held it in 10 quarters. The position peaked at $496K in Q4 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Eaton-Cambridge reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Eaton-Cambridge sold 2,200 United Parcel Service shares in Q2 2026, an estimated $216K.
  • Eaton-Cambridge first reported a position in United Parcel Service in Q4 2023 and held it in 10 quarters.
  • Eaton-Cambridge's United Parcel Service position peaked at $496K in Q4 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.