FP
UPS icon

Financial Perspectives’s United Parcel Service UPS Stock Holding History

Financial Perspectives’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 		$32.9K Buy
306
+1
+0.3% +$104 0.01% 393
2026
Q1 		$30K Buy
305
+50
+20% +$5.36K 0.01% 387
2025
Q4 		$25.3K Hold
255
– – 0.01% 405
2025
Q3 		$21.3K Buy
255
+1
+0.4% +$91 0.01% 417
2025
Q2 		$25.6K Hold
254
– – 0.01% 387
2025
Q1 		$27.9K Sell
254
-39
-13% -$4.66K 0.01% 364
2024
Q4 		$37K Hold
293
– – 0.01% 333
2024
Q3 		$39.9K Hold
293
– – 0.01% 306
2024
Q2 		$40.1K Hold
293
– – 0.01% 299
2024
Q1 		$43.5K Hold
293
– – 0.02% 295
2023
Q4 		$46.1K Hold
293
– – 0.02% 278
2023
Q3 		$45.7K Hold
293
– – 0.02% 265
2023
Q2 		$52.5K Hold
293
– – 0.02% 255
2023
Q1 		$56.8K Hold
293
– – 0.03% 251
2022
Q4 		$50.9K Hold
293
– – 0.03% 246
2022
Q3 		$47.3K Hold
293
– – 0.03% 241
2022
Q2 		$53.5K Hold
293
– – 0.03% 231
2022
Q1 		$62.8K Hold
293
– – 0.03% 233
2021
Q4 		$62.8K Hold
293
– – 0.03% 224
2021
Q3 		$53.4K Hold
293
– – 0.03% 233
2021
Q2 		$60.9K Sell
293
-49,514
-99% -$9.91M 0.03% 235
2021
Q1 		$293K Buy
49,807
+49,514
+16,899% +$8.01M 0.01% 356
2020
Q4 		$49.3K Buy
293
+40
+16% +$6.75K 0.03% 231
2020
Q3 		$42.2K Hold
253
– – 0.03% 216
2020
Q2 		$28.1K Hold
253
– – 0.02% 232
2020
Q1 		$23.6K Hold
253
– – 0.02% 223
2019
Q4 		$29.6K Buy
+253
New +$29.9K 0.02% 218

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 Perspectives's UPS Position: Q2 2026 in Review

Financial Perspectives increased its United Parcel Service (UPS) stake by 0.33% in Q2 2026, buying an estimated $104 and bringing the position to 306 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #393.

Financial Perspectives first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $293K in Q1 2021. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Financial Perspectives held 306 shares of United Parcel Service worth $32.9K as of Q2 2026.
  • Financial Perspectives bought 1 United Parcel Service share in Q2 2026, an estimated $104.
  • United Parcel Service made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #393 holding.
  • Financial Perspectives first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's United Parcel Service position peaked at $293K in Q1 2021.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.