Econ Financial Services’s United Parcel Service UPS Stock Holding History

Econ Financial Services’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	$3.39M	Buy	31,499 +758	+2%	+$78.8K	1.58%	21
2026 Q1	$3.02M	Buy	30,741 +6,850	+29%	+$735K	1.4%	28
2025 Q4	$2.37M	Sell	23,891 -12,687	-35%	-$1.19M	1.19%	35
2025 Q3	$3.06M	Buy	36,578 +19,835	+118%	+$1.8M	1.52%	21
2025 Q2	$1.69M	Buy	16,743 +3,773	+29%	+$371K	0.87%	41
2025 Q1	$1.43M	Sell	12,970 -3,558	-22%	-$425K	0.76%	50
2024 Q4	$2.08M	Buy	+16,528	New	+$2.18M	1.2%	27

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Econ Financial Services's UPS Position: Q2 2026 in Review

Econ Financial Services increased its United Parcel Service (UPS) stake by 2.5% in Q2 2026, buying an estimated $78.8K and bringing the position to 31,499 shares worth $3.39M. The position accounts for 1.58% of the portfolio, ranked #21.

Econ Financial Services first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Econ Financial Services held 31,499 shares of United Parcel Service worth $3.39M as of Q2 2026.
Econ Financial Services bought 758 United Parcel Service shares in Q2 2026, an estimated $78.8K.
United Parcel Service made up 1.58% of Econ Financial Services's portfolio in Q2 2026, its #21 holding.
Econ Financial Services first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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