Gradient Investments’s United Parcel Service UPS Stock Holding History

Gradient Investments’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	$14.9M	Buy	138,668 +2,964	+2%	+$308K	0.21%	137
2026 Q1	$13.4M	Sell	135,704 -6,210	-4%	-$666K	0.21%	138
2025 Q4	$14.1M	Buy	+141,914	New	+$13.3M	0.22%	132
2025 Q1	–	Sell	-1,693	Closed	-$213K	–	335
2024 Q4	$213K	Buy	1,693 +183	+12%	+$24.1K	﹤0.01%	289
2024 Q3	$206K	Buy	1,510 +14	+0.9%	+$1.84K	﹤0.01%	293
2024 Q2	$205K	Sell	1,496 -737	-33%	-$106K	﹤0.01%	321
2024 Q1	$332K	Sell	2,233 -94,672	-98%	-$14.4M	0.01%	251
2023 Q4	$15.2M	Buy	96,905 +3,873	+4%	+$586K	0.37%	103
2023 Q3	$14.5M	Sell	93,032 -778	-0.8%	-$134K	0.38%	94
2023 Q2	$16.8M	Buy	93,810 +5,975	+7%	+$1.06M	0.43%	72
2023 Q1	$17M	Buy	87,835 +3,867	+5%	+$709K	0.46%	60
2022 Q4	$14.6M	Buy	83,968 +5,938	+8%	+$1.03M	0.46%	66
2022 Q3	$12.6M	Buy	78,030 +3,871	+5%	+$733K	0.39%	71
2022 Q2	$13.5M	Buy	74,159 +7,540	+11%	+$1.38M	0.4%	58
2022 Q1	$14.3M	Buy	66,619 +1,633	+3%	+$347K	0.37%	70
2021 Q4	$13.9M	Buy	64,986 +1,729	+3%	+$352K	0.35%	72
2021 Q3	$11.5M	Buy	63,257 +353	+0.6%	+$69.7K	0.32%	94
2021 Q2	$13.1M	Sell	62,904 -2,517	-4%	-$504K	0.38%	51
2021 Q1	$11.1M	Buy	65,421 +63,725	+3,757%	+$10.3M	0.36%	66
2020 Q4	$283K	Sell	1,696 -47	-3%	-$7.93K	0.01%	232
2020 Q3	$290K	Sell	1,743 -556	-24%	-$80.9K	0.01%	232
2020 Q2	$256K	Sell	2,299 -91,191	-98%	-$9.1M	0.01%	228
2020 Q1	$8.73M	Buy	93,490 +13,957	+18%	+$1.45M	0.47%	57
2019 Q4	$9.31M	Buy	79,533 +1,917	+2%	+$227K	0.41%	78
2019 Q3	$9.3M	Sell	77,616 -19,203	-20%	-$2.2M	0.46%	61
2019 Q2	$10M	Buy	96,819 +23,983	+33%	+$2.49M	0.51%	38
2019 Q1	$8.14M	Sell	72,836 -10,403	-12%	-$1.1M	0.53%	46
2018 Q4	$8.12M	Buy	83,239 +19	+0%	+$2.06K	0.49%	46
2018 Q3	$9.72M	Buy	83,220 +3,308	+4%	+$389K	0.5%	42
2018 Q2	$8.49M	Buy	79,912 +2,760	+4%	+$310K	0.45%	59
2018 Q1	$8.07M	Buy	77,152 +11,588	+18%	+$1.34M	0.44%	65
2017 Q4	$7.81M	Buy	65,564 +3,834	+6%	+$451K	0.45%	57
2017 Q3	$7.41M	Buy	61,730 +2,841	+5%	+$323K	0.47%	45
2017 Q2	$6.51M	Buy	58,889 +1,974	+3%	+$211K	0.46%	62
2017 Q1	$6.11M	Buy	56,915 +6,930	+14%	+$757K	0.47%	61
2016 Q4	$5.73M	Buy	49,985 +3,883	+8%	+$438K	0.5%	43
2016 Q3	$5.04M	Buy	46,102 +2,836	+7%	+$310K	0.5%	41
2016 Q2	$4.66M	Buy	43,266 +3,555	+9%	+$370K	0.5%	36
2016 Q1	$4.19M	Buy	39,711 +3,204	+9%	+$311K	0.52%	36
2015 Q4	$3.51M	Buy	36,507 +1,172	+3%	+$120K	0.47%	59
2015 Q3	$3.49M	Sell	35,335 -2,125	-6%	-$210K	0.49%	39
2015 Q2	$3.63M	Buy	37,460 +2,485	+7%	+$247K	0.5%	55
2015 Q1	$3.39M	Buy	34,975 +34,769	+16,878%	+$3.57M	0.51%	71
2014 Q4	$23K	Hold	206	–	–	﹤0.01%	295
2014 Q3	$20K	Hold	206	–	–	﹤0.01%	279
2014 Q2	$21K	Buy	+206	New	+$20.7K	﹤0.01%	284
2014 Q1	–	Sell	-6	Closed	-$1K	–	631
2013 Q4	$1K	Buy	+6	New	+$591	﹤0.01%	557
2013 Q3	–	Sell	-29	Closed	-$3K	–	592
2013 Q2	$3K	Buy	+29	New	+$2.49K	﹤0.01%	353

Other funds holding UPS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gradient Investments's UPS Position: Q2 2026 in Review

Gradient Investments increased its United Parcel Service (UPS) stake by 2.2% in Q2 2026, buying an estimated $308K and bringing the position to 138,668 shares worth $14.9M. The position accounts for 0.21% of the portfolio, ranked #137.

Gradient Investments first reported a position in UPS in Q2 2013 and has held it in 48 quarters since. The position peaked at $17M in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Gradient Investments held 138,668 shares of United Parcel Service worth $14.9M as of Q2 2026.
Gradient Investments bought 2,964 United Parcel Service shares in Q2 2026, an estimated $308K.
United Parcel Service made up 0.21% of Gradient Investments's portfolio in Q2 2026, its #137 holding.
Gradient Investments first reported a position in United Parcel Service in Q2 2013 and has held it in 48 quarters since.
Gradient Investments's United Parcel Service position peaked at $17M in Q1 2023.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.