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Focus Financial Network’s United Parcel Service UPS Stock Holding History

Focus Financial Network’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 		$969K Buy
9,015
+8
+0.1% +$832 0.03% 344
2026
Q1 		$886K Buy
9,007
+816
+10% +$87.5K 0.03% 335
2025
Q4 		$812K Buy
8,191
+2,944
+56% +$275K 0.03% 348
2025
Q3 		$438K Buy
5,247
+210
+4% +$19K 0.02% 479
2025
Q2 		$508K Buy
5,037
+364
+8% +$35.8K 0.02% 427
2025
Q1 		$514K Sell
4,673
-58
-1% -$6.93K 0.02% 412
2024
Q4 		$623K Buy
4,731
+192
+4% +$25.3K 0.02% 365
2024
Q3 		$620K Sell
4,539
-529
-10% -$69.5K 0.03% 360
2024
Q2 		$747K Sell
5,068
-123
-2% -$17.6K 0.03% 312
2024
Q1 		$742K Sell
5,191
-22,148
-81% -$3.37M 0.04% 299
2023
Q4 		$4.3M Buy
27,339
+21,982
+410% +$3.32M 0.16% 125
2023
Q3 		$835K Buy
5,357
+32
+0.6% +$5.52K 0.05% 267
2023
Q2 		$955K Sell
5,325
-200
-4% -$35.5K 0.05% 244
2023
Q1 		$1.07M Sell
5,525
-45
-0.8% -$8.26K 0.07% 220
2022
Q4 		$968K Sell
5,570
-3
-0.1% -$519 0.08% 189
2022
Q3 		$900K Sell
5,573
-1,192
-18% -$226K 0.08% 194
2022
Q2 		$1.23M Buy
6,765
+46
+0.7% +$8.39K 0.1% 159
2022
Q1 		$1.44M Sell
6,719
-13,440
-67% -$2.86M 0.1% 160
2021
Q4 		$4.32M Buy
20,159
+125
+0.6% +$25.4K 0.63% 37
2021
Q3 		$3.65M Buy
20,034
+897
+5% +$177K 0.49% 52
2021
Q2 		$3.98M Buy
19,137
+524
+3% +$105K 0.53% 47
2021
Q1 		$3.16M Buy
18,613
+12,089
+185% +$1.96M 0.37% 58
2020
Q4 		$1.1M Buy
6,524
+264
+4% +$44.6K 0.1% 170
2020
Q3 		$1.04M Buy
6,260
+415
+7% +$60.4K 0.1% 178
2020
Q2 		$650K Buy
5,845
+261
+5% +$26.1K 0.07% 209
2020
Q1 		$522K Sell
5,584
-411
-7% -$42.6K 0.07% 215
2019
Q4 		$702K Buy
5,995
+1,422
+31% +$168K 0.09% 198
2019
Q3 		$548K Buy
4,573
+242
+6% +$27.7K 0.08% 211
2019
Q2 		$447K Sell
4,331
-6
-0.1% -$624 0.07% 234
2019
Q1 		$485K Buy
+4,337
New +$460K 0.08% 209

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

Focus Financial Network's UPS Position: Q2 2026 in Review

Focus Financial Network increased its United Parcel Service (UPS) stake by 0.09% in Q2 2026, buying an estimated $832 and bringing the position to 9,015 shares worth $969K. The position accounts for 0.03% of the portfolio, ranked #344.

Focus Financial Network first reported a position in UPS in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.32M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Focus Financial Network held 9,015 shares of United Parcel Service worth $969K as of Q2 2026.
  • Focus Financial Network bought 8 United Parcel Service shares in Q2 2026, an estimated $832.
  • United Parcel Service made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #344 holding.
  • Focus Financial Network first reported a position in United Parcel Service in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's United Parcel Service position peaked at $4.32M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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