Fortitude Family Office’s United Parcel Service UPS Stock Holding History

Fortitude Family Office’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	$58.9K	Buy	548 +299	+120%	+$31.1K	0.01%	263
2026 Q1	$24.5K	Sell	249 -2,260	-90%	-$242K	0.01%	385
2025 Q4	$249K	Sell	2,509 -33	-1%	-$3.09K	0.06%	127
2025 Q3	$212K	Sell	2,542 -113	-4%	-$10.2K	0.06%	137
2025 Q2	$268K	Buy	2,655 +12	+0.5%	+$1.18K	0.09%	109
2025 Q1	$291K	Sell	2,643 -450	-15%	-$53.8K	0.1%	98
2024 Q4	$390K	Sell	3,093 -58	-2%	-$7.63K	0.14%	88
2024 Q3	$430K	Buy	3,151 +523	+20%	+$68.7K	0.17%	74
2024 Q2	$360K	Sell	2,628 -73	-3%	-$10.5K	0.2%	58
2024 Q1	$401K	Buy	2,701 +173	+7%	+$26.3K	0.27%	53
2023 Q4	$397K	Buy	+2,528	New	+$382K	0.3%	54

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fortitude Family Office's UPS Position: Q2 2026 in Review

Fortitude Family Office increased its United Parcel Service (UPS) stake by 120% in Q2 2026, buying an estimated $31.1K and bringing the position to 548 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #263.

Fortitude Family Office first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $430K in Q3 2024. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Fortitude Family Office held 548 shares of United Parcel Service worth $58.9K as of Q2 2026.
Fortitude Family Office bought 299 United Parcel Service shares in Q2 2026, an estimated $31.1K.
United Parcel Service made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #263 holding.
Fortitude Family Office first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's United Parcel Service position peaked at $430K in Q3 2024.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.