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Exeter Financial’s United Parcel Service UPS Stock Holding History

Exeter Financial’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 		$712K Hold
6,625
– – 0.27% 70
2026
Q1 		$652K Hold
6,625
– – 0.27% 69
2025
Q4 		$657K Sell
6,625
-1,400
-17% -$131K 0.28% 66
2025
Q3 		$670K Sell
8,025
-16,225
-67% -$1.47M 0.29% 72
2025
Q2 		$2.45M Buy
24,250
+1,427
+6% +$140K 1.09% 36
2025
Q1 		$2.51M Buy
22,823
+2,060
+10% +$246K 1.13% 35
2024
Q4 		$2.62M Buy
20,763
+790
+4% +$104K 1.2% 32
2024
Q3 		$2.72M Buy
19,973
+2,093
+12% +$275K 1.21% 35
2024
Q2 		$2.45M Buy
17,880
+1,890
+12% +$271K 1.17% 36
2024
Q1 		$2.4M Buy
15,990
+790
+5% +$120K 1.11% 37
2023
Q4 		$2.43M Buy
15,200
+50
+0.3% +$7.56K 1.18% 33
2023
Q3 		$2.36M Buy
15,150
+77
+0.5% +$13.3K 1.25% 32
2023
Q2 		$2.79M Buy
15,073
+66
+0.4% +$11.7K 1.44% 24
2023
Q1 		$2.86M Buy
15,007
+34
+0.2% +$6.24K 1.43% 24
2022
Q4 		$2.6M Buy
14,973
+109
+0.7% +$18.9K 1.36% 24
2022
Q3 		$2.4M Buy
14,864
+327
+2% +$61.9K 1.39% 25
2022
Q2 		$2.65M Buy
14,537
+583
+4% +$106K 1.48% 25
2022
Q1 		$2.99M Sell
13,954
-1,376
-9% -$292K 1.62% 21
2021
Q4 		$3.25M Sell
15,330
-225
-1% -$45.8K 1.78% 19
2021
Q3 		$2.83M Hold
15,555
– – 1.69% 21
2021
Q2 		$3.29M Sell
15,555
-1,615
-9% -$323K 1.91% 19
2021
Q1 		$2.92M Buy
17,170
+75
+0.4% +$12.1K 1.84% 19
2020
Q4 		$2.88M Sell
17,095
-650
-4% -$110K 2% 16
2020
Q3 		$2.96M Sell
17,745
-250
-1% -$36.4K 2.31% 13
2020
Q2 		$2M Sell
17,995
-791
-4% -$79K 1.66% 21
2020
Q1 		$1.75M Buy
18,786
+2,750
+17% +$285K 1.65% 20
2019
Q4 		$1.88M Sell
16,036
-500
-3% -$59.2K 1.46% 26
2019
Q3 		$1.98M Hold
16,536
– – 1.58% 25
2019
Q2 		$1.71M Hold
16,536
– – 1.43% 25
2019
Q1 		$1.85M Buy
16,536
+1,644
+11% +$174K 1.6% 23
2018
Q4 		$1.45M Buy
14,892
+6,625
+80% +$718K 1.37% 31
2018
Q3 		$965K Buy
8,267
+384
+5% +$45.2K 0.79% 50
2018
Q2 		$837K Sell
7,883
-100
-1% -$11.2K 0.74% 53
2018
Q1 		$836K Sell
7,983
-185
-2% -$21.4K 0.72% 54
2017
Q4 		$973K Buy
+8,168
New +$960K 0.85% 46

Other funds holding UPS

Wealth Enhancement Advisory Services
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
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 Teachers Retirement System (NYSTRS)
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Exeter Financial's UPS Position: Q2 2026 in Review

Exeter Financial held its United Parcel Service (UPS) position steady in Q2 2026 at 6,625 shares worth $712K. The position accounts for 0.27% of the portfolio, ranked #70.

Exeter Financial first reported a position in UPS in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.29M in Q2 2021. 834 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Exeter Financial held 6,625 shares of United Parcel Service worth $712K as of Q2 2026.
  • Exeter Financial left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.27% of Exeter Financial's portfolio in Q2 2026, its #70 holding.
  • Exeter Financial first reported a position in United Parcel Service in Q4 2017 and has held it in 35 quarters since.
  • Exeter Financial's United Parcel Service position peaked at $3.29M in Q2 2021.
  • 834 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.