Glass Jacobson Investment Advisors’s United Parcel Service UPS Stock Holding History

Glass Jacobson 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	$27.1K	Hold	252	–	–	0.01%	389
2026 Q1	$24.8K	Hold	252	–	–	0.01%	401
2025 Q4	$25K	Hold	252	–	–	0.01%	384
2025 Q3	$21.1K	Hold	252	–	–	0.01%	394
2025 Q2	$25.4K	Sell	252 -1,008	-80%	-$99.2K	0.01%	363
2025 Q1	$159K	Hold	1,260	–	–	0.05%	254
2024 Q4	$159K	Buy	1,260 +5	+0.4%	+$658	0.05%	254
2024 Q3	$171K	Hold	1,255	–	–	0.06%	235
2024 Q2	$172K	Hold	1,255	–	–	0.06%	228
2024 Q1	$187K	Hold	1,255	–	–	0.07%	214
2023 Q4	$197K	Hold	1,255	–	–	0.08%	205
2023 Q3	$196K	Hold	1,255	–	–	0.09%	201
2023 Q2	$225K	Buy	+1,255	New	+$223K	0.1%	184
2022 Q4	$218K	Buy	+1,255	New	+$217K	0.11%	193

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Glass Jacobson Investment Advisors's UPS Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 252 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #389.

Glass Jacobson Investment Advisors first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $225K in Q2 2023. 975 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Glass Jacobson Investment Advisors held 252 shares of United Parcel Service worth $27.1K as of Q2 2026.
Glass Jacobson Investment Advisors left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #389 holding.
Glass Jacobson Investment Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's United Parcel Service position peaked at $225K in Q2 2023.
975 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.