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Franklin Street Advisors’s United Parcel Service UPS Stock Holding History

Franklin Street 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 		$8.98M Sell
83,526
-18,630
-18% -$1.94M 0.5% 48
2026
Q1 		$10.1M Buy
102,156
+8,420
+9% +$903K 0.62% 45
2025
Q4 		$9.3M Buy
93,736
+91,264
+3,692% +$8.54M 0.53% 44
2025
Q3 		$207K Sell
2,472
-1,500
-38% -$136K 0.01% 162
2025
Q2 		$401K Buy
3,972
+255
+7% +$25.1K 0.02% 122
2025
Q1 		$409K Hold
3,717
– – 0.03% 121
2024
Q4 		$469K Hold
3,717
– – 0.03% 112
2024
Q3 		$507K Sell
3,717
-40
-1% -$5.25K 0.03% 108
2024
Q2 		$514K Buy
3,757
+1,500
+66% +$215K 0.04% 104
2024
Q1 		$336K Sell
2,257
-475
-17% -$72.2K 0.02% 128
2023
Q4 		$430K Sell
2,732
-112
-4% -$16.9K 0.04% 107
2023
Q3 		$443K Sell
2,844
-48,292
-94% -$8.34M 0.04% 105
2023
Q2 		$9.17M Sell
51,136
-37,606
-42% -$6.68M 0.78% 45
2023
Q1 		$17.2M Buy
88,742
+5,820
+7% +$1.07M 1.57% 27
2022
Q4 		$14.4M Sell
82,922
-5,131
-6% -$888K 1.37% 31
2022
Q3 		$14.2M Sell
88,053
-411
-0.5% -$77.8K 1.44% 25
2022
Q2 		$16.1M Sell
88,464
-10,771
-11% -$1.96M 1.53% 20
2022
Q1 		$21.3M Buy
99,235
+1,382
+1% +$294K 1.72% 20
2021
Q4 		$21M Buy
97,853
+4,012
+4% +$816K 1.59% 21
2021
Q3 		$17.1M Buy
93,841
+4,750
+5% +$938K 1.45% 25
2021
Q2 		$18.5M Buy
89,091
+2,049
+2% +$410K 1.57% 20
2021
Q1 		$14.8M Sell
87,042
-1,204
-1% -$195K 1.37% 26
2020
Q4 		$14.9M Sell
88,246
-1,928
-2% -$325K 1.44% 24
2020
Q3 		$15M Buy
90,174
+23,038
+34% +$3.35M 1.62% 19
2020
Q2 		$7.46M Buy
67,136
+28,961
+76% +$2.89M 0.89% 47
2020
Q1 		$3.57M Buy
38,175
+35,985
+1,643% +$3.73M 0.52% 53
2019
Q4 		$256K Buy
2,190
+71
+3% +$8.4K 0.03% 128
2019
Q3 		$254K Hold
2,119
– – 0.03% 134
2019
Q2 		$219K Buy
2,119
+119
+6% +$12.4K 0.03% 145
2019
Q1 		$223K Buy
+2,000
New +$212K 0.03% 139
2018
Q4 		– Sell
-2,110
Closed -$246K – 162
2018
Q3 		$246K Buy
2,110
+200
+10% +$23.5K 0.03% 141
2018
Q2 		$203K Buy
+1,910
New +$215K 0.03% 147
2018
Q1 		– Sell
-2,099
Closed -$250K – 172
2017
Q4 		$250K Sell
2,099
-50
-2% -$5.88K 0.04% 141
2017
Q3 		$258K Sell
2,149
-210
-9% -$23.9K 0.04% 125
2017
Q2 		$261K Sell
2,359
-1,573
-40% -$168K 0.04% 124
2017
Q1 		$422K Buy
3,932
+925
+31% +$101K 0.07% 115
2016
Q4 		$345K Sell
3,007
-241
-7% -$27.2K 0.06% 140
2016
Q3 		$355K Hold
3,248
– – 0.06% 140
2016
Q2 		$350K Buy
3,248
+1,000
+44% +$104K 0.07% 148
2016
Q1 		$237K Sell
2,248
-125
-5% -$12.1K 0.05% 194
2015
Q4 		$228K Hold
2,373
– – 0.04% 200
2015
Q3 		$234K Hold
2,373
– – 0.05% 196
2015
Q2 		$230K Hold
2,373
– – 0.04% 200
2015
Q1 		$230K Sell
2,373
-150
-6% -$15.4K 0.04% 189
2014
Q4 		$280K Hold
2,523
– – 0.05% 170
2014
Q3 		$248K Hold
2,523
– – 0.05% 206
2014
Q2 		$259K Hold
2,523
– – 0.05% 204
2014
Q1 		$246K Sell
2,523
-21,590
-90% -$2.1M 0.05% 208
2013
Q4 		$2.53M Sell
24,113
-375
-2% -$36.9K 0.51% 56
2013
Q3 		$2.24M Sell
24,488
-100
-0.4% -$8.79K 0.5% 58
2013
Q2 		$2.13M Buy
+24,588
New +$2.11M 0.52% 52

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

Franklin Street Advisors's UPS Position: Q2 2026 in Review

Franklin Street Advisors reduced its United Parcel Service (UPS) stake by 18% in Q2 2026, selling an estimated $1.94M and leaving 83,526 shares worth $8.98M. The position accounts for 0.5% of the portfolio, ranked #48.

Franklin Street Advisors first reported a position in UPS in Q2 2013 and has held it in 51 quarters since. The position peaked at $21.3M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Franklin Street Advisors held 83,526 shares of United Parcel Service worth $8.98M as of Q2 2026.
  • Franklin Street Advisors sold 18,630 United Parcel Service shares in Q2 2026, an estimated $1.94M.
  • United Parcel Service made up 0.5% of Franklin Street Advisors's portfolio in Q2 2026, its #48 holding.
  • Franklin Street Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 51 quarters since.
  • Franklin Street Advisors's United Parcel Service position peaked at $21.3M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.