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Gleason Group’s United Parcel Service UPS Stock Holding History

Gleason Group’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 		$2.37K Sell
22
-140
-86% -$14.6K ﹤0.01% 421
2026
Q1 		$15.9K Buy
162
+140
+636% +$15K ﹤0.01% 161
2025
Q4 		$2.22K Hold
22
– – ﹤0.01% 205
2025
Q3 		$1.84K Sell
22
-6,842
-100% -$620K ﹤0.01% 182
2025
Q2 		$693K Buy
6,864
+113
+2% +$11.1K 0.08% 50
2025
Q1 		$743K Buy
6,751
+91
+1% +$10.9K 0.13% 44
2024
Q4 		$840K Buy
6,660
+84
+1% +$11.1K 0.15% 40
2024
Q3 		$897K Buy
6,576
+80
+1% +$10.5K 0.16% 38
2024
Q2 		$889K Buy
6,496
+77
+1% +$11K 0.18% 36
2024
Q1 		$954K Buy
6,419
+68
+1% +$10.3K 0.2% 36
2023
Q4 		$999K Buy
6,351
+66
+1% +$9.98K 0.23% 34
2023
Q3 		$980K Buy
6,285
+59
+0.9% +$10.2K 0.26% 31
2023
Q2 		$1.12M Buy
6,226
+60
+1% +$10.7K 0.29% 30
2023
Q1 		$1.2M Buy
6,166
+53
+0.9% +$9.72K 0.34% 25
2022
Q4 		$1.06M Buy
6,113
+49
+0.8% +$8.48K 0.33% 30
2022
Q3 		$980K Buy
6,064
+47
+0.8% +$8.9K 0.34% 25
2022
Q2 		$1.1M Buy
6,017
+50
+0.8% +$9.12K 0.38% 22
2022
Q1 		$1.28M Buy
5,967
+43
+0.7% +$9.14K 0.38% 21
2021
Q4 		$1.27M Buy
5,924
+30
+0.5% +$6.1K 0.41% 23
2021
Q3 		$1.07M Buy
5,894
+31
+0.5% +$6.12K 0.39% 26
2021
Q2 		$1.22M Buy
5,863
+50
+0.9% +$10K 0.44% 22
2021
Q1 		$988K Buy
5,813
+36
+0.6% +$5.82K 0.39% 27
2020
Q4 		$973K Buy
5,777
+35
+0.6% +$5.91K 0.47% 24
2020
Q3 		$957K Buy
5,742
+36
+0.6% +$5.24K 0.55% 22
2020
Q2 		$634K Buy
5,706
+53
+0.9% +$5.29K 0.39% 31
2020
Q1 		$528K Buy
5,653
+64
+1% +$6.63K 0.42% 30
2019
Q4 		$654K Buy
+5,589
New +$662K 0.39% 32

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gleason Group's UPS Position: Q2 2026 in Review

Gleason Group reduced its United Parcel Service (UPS) stake by 86% in Q2 2026, selling an estimated $14.6K and leaving 22 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Gleason Group first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q1 2022. 485 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Gleason Group held 22 shares of United Parcel Service worth $2.37K as of Q2 2026.
  • Gleason Group sold 140 United Parcel Service shares in Q2 2026, an estimated $14.6K.
  • United Parcel Service made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #421 holding.
  • Gleason Group first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's United Parcel Service position peaked at $1.28M in Q1 2022.
  • 485 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.