Emerald Advisors’s United Parcel Service UPS Stock Holding History

Emerald Advisors’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	$551K	Sell	5,127 -3,254	-39%	-$338K	0.07%	78
2026 Q1	$825K	Buy	8,381 +308	+4%	+$33K	0.1%	62
2025 Q4	$801K	Buy	8,073 +1,229	+18%	+$115K	0.11%	61
2025 Q3	$572K	Sell	6,844 -1,097	-14%	-$99.4K	0.08%	68
2025 Q2	$802K	Buy	7,941 +649	+9%	+$63.9K	0.1%	54
2025 Q1	$802K	Buy	7,292 +1,062	+17%	+$127K	0.11%	46
2024 Q4	$786K	Buy	6,230 +467	+8%	+$61.5K	0.11%	46
2024 Q3	$783K	Buy	5,763 +485	+9%	+$63.7K	0.11%	46
2024 Q2	$722K	Buy	5,278 +1,502	+40%	+$215K	0.11%	46
2024 Q1	$561K	Buy	3,776 +632	+20%	+$96.1K	0.1%	54
2023 Q4	$494K	Sell	3,144 -772	-20%	-$117K	0.09%	53
2023 Q3	$610K	Buy	+3,916	New	+$676K	0.14%	44
2021 Q1	–	Sell	-1,708	Closed	-$288K	–	87
2020 Q4	$288K	Buy	+1,708	New	+$288K	0.1%	66

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

Emerald Advisors's UPS Position: Q2 2026 in Review

Emerald Advisors reduced its United Parcel Service (UPS) stake by 39% in Q2 2026, selling an estimated $338K and leaving 5,127 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #78.

Emerald Advisors first reported a position in UPS in Q4 2020 and has held it in 13 quarters since. The position peaked at $825K in Q1 2026. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Emerald Advisors held 5,127 shares of United Parcel Service worth $551K as of Q2 2026.
Emerald Advisors sold 3,254 United Parcel Service shares in Q2 2026, an estimated $338K.
United Parcel Service made up 0.07% of Emerald Advisors's portfolio in Q2 2026, its #78 holding.
Emerald Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 13 quarters since.
Emerald Advisors's United Parcel Service position peaked at $825K in Q1 2026.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.