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GHP Investment Advisors’s United Parcel Service UPS Stock Holding History

GHP 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 		$1.87M Buy
17,350
+1,518
+10% +$158K 0.07% 248
2026
Q1 		$1.56M Buy
15,832
+710
+5% +$76.1K 0.06% 248
2025
Q4 		$1.5M Sell
15,122
-1,225
-7% -$115K 0.06% 251
2025
Q3 		$1.37M Sell
16,347
-1,404
-8% -$127K 0.06% 251
2025
Q2 		$1.79M Sell
17,751
-1,273
-7% -$125K 0.08% 231
2025
Q1 		$2.09M Buy
19,024
+563
+3% +$67.3K 0.1% 217
2024
Q4 		$2.33M Buy
18,461
+724
+4% +$95.3K 0.11% 210
2024
Q3 		$2.42M Sell
17,737
-423
-2% -$55.5K 0.11% 212
2024
Q2 		$2.49M Buy
18,160
+766
+4% +$110K 0.12% 206
2024
Q1 		$2.59M Buy
17,394
+911
+6% +$138K 0.13% 209
2023
Q4 		$2.59M Sell
16,483
-190
-1% -$28.7K 0.14% 197
2023
Q3 		$2.59M Buy
16,673
+371
+2% +$64K 0.16% 190
2023
Q2 		$2.88M Buy
16,302
+1,673
+11% +$297K 0.17% 185
2023
Q1 		$2.84M Buy
14,629
+441
+3% +$80.9K 0.18% 173
2022
Q4 		$2.47M Buy
14,188
+873
+7% +$151K 0.17% 185
2022
Q3 		$2.15M Buy
13,315
+501
+4% +$94.9K 0.17% 193
2022
Q2 		$2.34M Buy
12,814
+236
+2% +$43K 0.17% 186
2022
Q1 		$2.7M Buy
12,578
+629
+5% +$134K 0.18% 178
2021
Q4 		$2.56M Sell
11,949
-67
-0.6% -$13.6K 0.18% 167
2021
Q3 		$2.19M Sell
12,016
-6
-0% -$1.18K 0.17% 164
2021
Q2 		$2.5M Buy
12,022
+177
+1% +$35.4K 0.2% 156
2021
Q1 		$2.01M Buy
11,845
+1,185
+11% +$192K 0.17% 160
2020
Q4 		$1.79M Buy
10,660
+385
+4% +$65K 0.17% 156
2020
Q3 		$1.71M Buy
10,275
+306
+3% +$44.6K 0.19% 149
2020
Q2 		$1.11M Buy
9,969
+348
+4% +$34.7K 0.14% 174
2020
Q1 		$899K Sell
9,621
-901
-9% -$93.3K 0.14% 178
2019
Q4 		$1.23M Buy
10,522
+1,009
+11% +$119K 0.13% 183
2019
Q3 		$1.14M Buy
9,513
+515
+6% +$58.9K 0.14% 178
2019
Q2 		$929K Buy
8,998
+782
+10% +$81.3K 0.11% 202
2019
Q1 		$918K Sell
8,216
-478
-5% -$50.7K 0.12% 190
2018
Q4 		$848K Buy
8,694
+87
+1% +$9.43K 0.13% 186
2018
Q3 		$1M Sell
8,607
-322
-4% -$37.9K 0.13% 179
2018
Q2 		$949K Buy
8,929
+384
+4% +$43.1K 0.13% 178
2018
Q1 		$894K Sell
8,545
-555
-6% -$64.2K 0.13% 183
2017
Q4 		$1.08M Buy
9,100
+127
+1% +$14.9K 0.15% 168
2017
Q3 		$1.08M Buy
8,973
+734
+9% +$83.4K 0.16% 165
2017
Q2 		$911K Buy
8,239
+109
+1% +$11.7K 0.14% 177
2017
Q1 		$872K Buy
8,130
+682
+9% +$74.5K 0.15% 174
2016
Q4 		$854K Buy
7,448
+482
+7% +$54.3K 0.16% 168
2016
Q3 		$762K Buy
6,966
+276
+4% +$30.1K 0.16% 166
2016
Q2 		$721K Buy
6,690
+17
+0.3% +$1.77K 0.16% 165
2016
Q1 		$704K Sell
6,673
-100
-1% -$9.72K 0.16% 167
2015
Q4 		$652K Sell
6,773
-994
-13% -$102K 0.16% 161
2015
Q3 		$767K Buy
7,767
+1,286
+20% +$127K 0.2% 139
2015
Q2 		$614K Buy
6,481
+106
+2% +$10.5K 0.15% 159
2015
Q1 		$618K Sell
6,375
-294
-4% -$30.2K 0.16% 161
2014
Q4 		$741K Sell
6,669
-1,002
-13% -$106K 0.2% 137
2014
Q3 		$754K Buy
7,671
+1,012
+15% +$101K 0.22% 121
2014
Q2 		$684K Sell
6,659
-104
-2% -$10.4K 0.2% 126
2014
Q1 		$659K Buy
6,763
+104
+2% +$10.1K 0.21% 123
2013
Q4 		$700K Sell
6,659
-148
-2% -$14.6K 0.23% 116
2013
Q3 		$622K Buy
6,807
+256
+4% +$22.5K 0.23% 115
2013
Q2 		$567K Buy
+6,551
New +$562K 0.23% 115

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

GHP Investment Advisors's UPS Position: Q2 2026 in Review

GHP Investment Advisors increased its United Parcel Service (UPS) stake by 9.6% in Q2 2026, buying an estimated $158K and bringing the position to 17,350 shares worth $1.87M. The position accounts for 0.07% of the portfolio, ranked #248.

GHP Investment Advisors first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.88M in Q2 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • GHP Investment Advisors held 17,350 shares of United Parcel Service worth $1.87M as of Q2 2026.
  • GHP Investment Advisors bought 1,518 United Parcel Service shares in Q2 2026, an estimated $158K.
  • United Parcel Service made up 0.07% of GHP Investment Advisors's portfolio in Q2 2026, its #248 holding.
  • GHP Investment Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's United Parcel Service position peaked at $2.88M in Q2 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.