FMP
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Financial Management Professionals’s United Parcel Service UPS Stock Holding History

Financial Management Professionals’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 		$4.51K Sell
42
-4
-9% -$416 ﹤0.01% 702
2026
Q1 		$4.53K Sell
46
-6
-12% -$643 ﹤0.01% 632
2025
Q4 		$5.16K Sell
52
-23
-31% -$2.15K ﹤0.01% 623
2025
Q3 		$6.26K Buy
75
+71
+1,775% +$6.43K ﹤0.01% 576
2025
Q2 		$404 Sell
4
-2,805
-100% -$276K ﹤0.01% 931
2025
Q1 		$309K Buy
2,809
+95
+4% +$11.4K 0.04% 114
2024
Q4 		$342K Buy
2,714
+184
+7% +$24.2K 0.04% 118
2024
Q3 		$345K Buy
2,530
+139
+6% +$18.3K 0.04% 116
2024
Q2 		$327K Buy
2,391
+160
+7% +$22.9K 0.04% 110
2024
Q1 		$332K Buy
2,231
+249
+13% +$37.9K 0.05% 109
2023
Q4 		$312K Buy
1,982
+575
+41% +$86.9K 0.05% 93
2023
Q3 		$219K Sell
1,407
-477
-25% -$82.3K 0.04% 109
2023
Q2 		$338K Sell
1,884
-390
-17% -$69.2K 0.06% 86
2023
Q1 		$441K Buy
2,274
+190
+9% +$34.9K 0.09% 75
2022
Q4 		$362K Buy
2,084
+199
+11% +$34.4K 0.07% 77
2022
Q3 		$305K Buy
1,885
+119
+7% +$22.5K 0.07% 71
2022
Q2 		$322K Buy
1,766
+200
+13% +$36.5K 0.08% 73
2022
Q1 		$336K Buy
1,566
+939
+150% +$200K 0.07% 75
2021
Q4 		$134K Buy
627
+14
+2% +$2.85K 0.03% 131
2021
Q3 		$112K Hold
613
– – 0.03% 136
2021
Q2 		$127K Sell
613
-200
-25% -$40K 0.03% 119
2021
Q1 		$138K Buy
813
+36
+5% +$5.82K 0.04% 99
2020
Q4 		$131K Buy
777
+1
+0.1% +$169 0.04% 96
2020
Q3 		$129K Sell
776
-81
-9% -$11.8K 0.05% 83
2020
Q2 		$95K Buy
+857
New +$85.5K 0.03% 108
2016
Q3 		– Sell
-113
Closed -$12K – 418
2016
Q2 		$12K Buy
+113
New +$11.8K 0.01% 194

Other funds holding UPS

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
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

Financial Management Professionals's UPS Position: Q2 2026 in Review

Financial Management Professionals reduced its United Parcel Service (UPS) stake by 8.7% in Q2 2026, selling an estimated $416 and leaving 42 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Financial Management Professionals first reported a position in UPS in Q2 2016 and has held it in 26 quarters since. The position peaked at $441K in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Financial Management Professionals held 42 shares of United Parcel Service worth $4.51K as of Q2 2026.
  • Financial Management Professionals sold 4 United Parcel Service shares in Q2 2026, an estimated $416.
  • United Parcel Service made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #702 holding.
  • Financial Management Professionals first reported a position in United Parcel Service in Q2 2016 and has held it in 26 quarters since.
  • Financial Management Professionals's United Parcel Service position peaked at $441K in Q1 2023.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.