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Forum Financial Management’s United Parcel Service UPS Stock Holding History

Forum Financial Management’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 		$839K Buy
7,808
+101
+1% +$10.5K 0.01% 150
2026
Q1 		$758K Buy
7,707
+493
+7% +$52.9K 0.01% 149
2025
Q4 		$716K Buy
7,214
+3,283
+84% +$307K 0.01% 340
2025
Q3 		$328K Sell
3,931
-1,323
-25% -$120K ﹤0.01% 687
2025
Q2 		$530K Sell
5,254
-228
-4% -$22.4K 0.01% 382
2025
Q1 		$603K Buy
5,482
+1,240
+29% +$148K 0.01% 303
2024
Q4 		$535K Buy
4,242
+1,223
+41% +$161K 0.01% 358
2024
Q3 		$412K Hold
3,019
– – 0.01% 391
2024
Q2 		$413K Buy
3,019
+157
+5% +$22.5K 0.01% 368
2024
Q1 		$425K Buy
2,862
+13
+0.5% +$1.98K 0.01% 377
2023
Q4 		$448K Sell
2,849
-1,939
-40% -$293K 0.01% 316
2023
Q3 		$746K Sell
4,788
-2
-0% -$345 0.02% 199
2023
Q2 		$859K Buy
4,790
+446
+10% +$79.2K 0.02% 183
2023
Q1 		$843K Buy
4,344
+99
+2% +$18.2K 0.02% 163
2022
Q4 		$738K Buy
4,245
+174
+4% +$30.1K 0.02% 185
2022
Q3 		$658K Buy
4,071
+181
+5% +$34.3K 0.03% 170
2022
Q2 		$710K Sell
3,890
-202
-5% -$36.8K 0.04% 167
2022
Q1 		$877K Buy
4,092
+462
+13% +$98.2K 0.04% 147
2021
Q4 		$778K Buy
+3,630
New +$738K 0.04% 164

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

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

Forum Financial Management increased its United Parcel Service (UPS) stake by 1.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 7,808 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #150.

Forum Financial Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $877K in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Forum Financial Management held 7,808 shares of United Parcel Service worth $839K as of Q2 2026.
  • Forum Financial Management bought 101 United Parcel Service shares in Q2 2026, an estimated $10.5K.
  • United Parcel Service made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #150 holding.
  • Forum Financial Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's United Parcel Service position peaked at $877K in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.