EWM
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Empirical Wealth Management’s United Parcel Service UPS Stock Holding History

Empirical Wealth Management’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 		$618K Buy
5,751
+1,381
+32% +$144K 0.01% 593
2026
Q1 		$430K Sell
4,370
-4,245
-49% -$455K 0.01% 635
2025
Q4 		$855K Buy
8,615
+133
+2% +$12.4K 0.02% 361
2025
Q3 		$708K Sell
8,482
-5,230
-38% -$474K 0.01% 387
2025
Q2 		$1.38M Buy
13,712
+329
+2% +$32.4K 0.03% 273
2025
Q1 		$1.47M Sell
13,383
-61,666
-82% -$7.37M 0.04% 251
2024
Q4 		$9.46M Buy
75,049
+9,990
+15% +$1.31M 0.26% 81
2024
Q3 		$8.87M Buy
65,059
+13,820
+27% +$1.81M 0.25% 86
2024
Q2 		$7.01M Sell
51,239
-1,885
-4% -$270K 0.21% 93
2024
Q1 		$7.9M Buy
53,124
+4,484
+9% +$682K 0.24% 82
2023
Q4 		$7.65M Buy
48,640
+390
+0.8% +$59K 0.25% 80
2023
Q3 		$7.52M Buy
48,250
+1,623
+3% +$280K 0.29% 69
2023
Q2 		$8.36M Buy
46,627
+3,656
+9% +$649K 0.34% 61
2023
Q1 		$8.34M Buy
42,971
+4,003
+10% +$734K 0.36% 57
2022
Q4 		$6.77M Buy
38,968
+5,025
+15% +$870K 0.32% 64
2022
Q3 		$5.48M Buy
33,943
+6,957
+26% +$1.32M 0.29% 69
2022
Q2 		$4.93M Buy
26,986
+18,876
+233% +$3.44M 0.26% 75
2022
Q1 		$1.74M Sell
8,110
-98
-1% -$20.8K 0.09% 145
2021
Q4 		$1.76M Buy
8,208
+415
+5% +$84.4K 0.09% 148
2021
Q3 		$1.42M Sell
7,793
-62
-0.8% -$12.2K 0.08% 150
2021
Q2 		$1.63M Buy
7,855
+437
+6% +$87.4K 0.1% 129
2021
Q1 		$1.26M Sell
7,418
-848
-10% -$137K 0.1% 133
2020
Q4 		$1.39M Buy
8,266
+520
+7% +$87.8K 0.11% 126
2020
Q3 		$1.29M Sell
7,746
-1,134
-13% -$165K 0.11% 123
2020
Q2 		$987K Buy
8,880
+4,335
+95% +$433K 0.09% 128
2020
Q1 		$425K Buy
4,545
+200
+5% +$20.7K 0.05% 201
2019
Q4 		$509K Sell
4,345
-508
-10% -$60.1K 0.06% 187
2019
Q3 		$581K Sell
4,853
-117
-2% -$13.4K 0.07% 160
2019
Q2 		$513K Buy
+4,970
New +$517K 0.07% 153

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

Empirical Wealth Management's UPS Position: Q2 2026 in Review

Empirical Wealth Management increased its United Parcel Service (UPS) stake by 32% in Q2 2026, buying an estimated $144K and bringing the position to 5,751 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #593.

Empirical Wealth Management first reported a position in UPS in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.46M in Q4 2024. 903 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Empirical Wealth Management held 5,751 shares of United Parcel Service worth $618K as of Q2 2026.
  • Empirical Wealth Management bought 1,381 United Parcel Service shares in Q2 2026, an estimated $144K.
  • United Parcel Service made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #593 holding.
  • Empirical Wealth Management first reported a position in United Parcel Service in Q2 2019 and has held it in 29 quarters since.
  • Empirical Wealth Management's United Parcel Service position peaked at $9.46M in Q4 2024.
  • 903 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.