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Fort Washington Investment Advisors’s United Parcel Service UPS Stock Holding History

Fort Washington Investment Advisors’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 		$875K Sell
8,140
-52
-0.6% -$5.41K ﹤0.01% 312
2026
Q1 		$806K Hold
8,192
– – ﹤0.01% 313
2025
Q4 		$813K Hold
8,192
– – ﹤0.01% 306
2025
Q3 		$684K Sell
8,192
-200
-2% -$18.1K ﹤0.01% 305
2025
Q2 		$847K Sell
8,392
-4,028
-32% -$396K ﹤0.01% 287
2025
Q1 		$1.37M Buy
12,420
+504
+4% +$60.3K 0.01% 271
2024
Q4 		$1.5M Sell
11,916
-1,820
-13% -$240K 0.01% 259
2024
Q3 		$1.87M Sell
13,736
-3,666
-21% -$481K 0.01% 249
2024
Q2 		$2.38M Sell
17,402
-88
-0.5% -$12.6K 0.02% 240
2024
Q1 		$2.6M Sell
17,490
-1,723
-9% -$262K 0.02% 247
2023
Q4 		$3.02M Sell
19,213
-525
-3% -$79.4K 0.02% 228
2023
Q3 		$3.08M Sell
19,738
-43
-0.2% -$7.42K 0.02% 226
2023
Q2 		$3.55M Sell
19,781
-277
-1% -$49.2K 0.03% 225
2023
Q1 		$3.89M Hold
20,058
– – 0.03% 226
2022
Q4 		$3.49M Hold
20,058
– – 0.03% 227
2022
Q3 		$3.24M Sell
20,058
-2,463
-11% -$466K 0.03% 233
2022
Q2 		$4.11M Sell
22,521
-900
-4% -$164K 0.03% 218
2022
Q1 		$5.02M Buy
23,421
+475
+2% +$101K 0.03% 219
2021
Q4 		$4.92M Sell
22,946
-118,623
-84% -$24.1M 0.03% 228
2021
Q3 		$25.8M Buy
141,569
+84,418
+148% +$16.7M 0.16% 127
2021
Q2 		$11.9M Sell
57,151
-20,554
-26% -$4.11M 0.11% 169
2021
Q1 		$13.2M Buy
77,705
+651
+0.8% +$105K 0.13% 116
2020
Q4 		$13M Sell
77,054
-1,671
-2% -$282K 0.14% 105
2020
Q3 		$13.1M Sell
78,725
-27,622
-26% -$4.02M 0.14% 100
2020
Q2 		$11.8M Sell
106,347
-80
-0.1% -$7.99K 0.13% 115
2020
Q1 		$9.94M Buy
106,427
+3,280
+3% +$340K 0.13% 125
2019
Q4 		$12.1M Buy
103,147
+22,537
+28% +$2.67M 0.13% 173
2019
Q3 		$9.66M Buy
80,610
+24,229
+43% +$2.77M 0.11% 182
2019
Q2 		$5.82M Buy
56,381
+23,943
+74% +$2.49M 0.06% 200
2019
Q1 		$3.63M Sell
32,438
-6,527
-17% -$692K 0.04% 225
2018
Q4 		$3.8M Sell
38,965
-6,443
-14% -$698K 0.05% 206
2018
Q3 		$5.3M Buy
45,408
+30
+0.1% +$3.53K 0.05% 214
2018
Q2 		$4.82M Sell
45,378
-1,190
-3% -$134K 0.05% 220
2018
Q1 		$4.87M Sell
46,568
-4,751
-9% -$549K 0.05% 232
2017
Q4 		$6.12M Buy
51,319
+5,296
+12% +$622K 0.06% 241
2017
Q3 		$5.53M Sell
46,023
-2,885
-6% -$328K 0.09% 129
2017
Q2 		$5.41M Sell
48,908
-1,495
-3% -$160K 0.09% 131
2017
Q1 		$5.41M Sell
50,403
-1,970
-4% -$215K 0.09% 128
2016
Q4 		$6M Sell
52,373
-800
-2% -$90.1K 0.1% 109
2016
Q3 		$5.82M Buy
53,173
+8,645
+19% +$944K 0.1% 114
2016
Q2 		$4.8M Sell
44,528
-510
-1% -$53.1K 0.09% 128
2016
Q1 		$4.75M Sell
45,038
-4,030
-8% -$392K 0.09% 127
2015
Q4 		$4.72M Buy
49,068
+3,370
+7% +$344K 0.1% 131
2015
Q3 		$4.51M Buy
45,698
+13,915
+44% +$1.37M 0.09% 138
2015
Q2 		$3.08M Sell
31,783
-560
-2% -$55.6K 0.06% 163
2015
Q1 		$3.13M Buy
32,343
+2,498
+8% +$256K 0.06% 165
2014
Q4 		$3.32M Sell
29,845
-30
-0.1% -$3.17K 0.07% 162
2014
Q3 		$2.94M Buy
29,875
+5,605
+23% +$557K 0.06% 176
2014
Q2 		$2.49M Buy
24,270
+1,725
+8% +$173K 0.05% 208
2014
Q1 		$2.19M Buy
22,545
+3,905
+21% +$381K 0.05% 202
2013
Q4 		$1.96M Buy
18,640
+470
+3% +$46.3K 0.04% 268
2013
Q3 		$1.66M Buy
18,170
+810
+5% +$71.2K 0.04% 284
2013
Q2 		$1.5M Buy
+17,360
New +$1.49M 0.03% 281

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Fort Washington Investment Advisors's UPS Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its United Parcel Service (UPS) stake by 0.63% in Q2 2026, selling an estimated $5.41K and leaving 8,140 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Fort Washington Investment Advisors first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.8M in Q3 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Fort Washington Investment Advisors held 8,140 shares of United Parcel Service worth $875K as of Q2 2026.
  • Fort Washington Investment Advisors sold 52 United Parcel Service shares in Q2 2026, an estimated $5.41K.
  • United Parcel Service made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #312 holding.
  • Fort Washington Investment Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Fort Washington Investment Advisors's United Parcel Service position peaked at $25.8M in Q3 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.