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Greenleaf Trust’s United Parcel Service UPS Stock Holding History

Greenleaf Trust’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 		$805K Buy
7,484
+413
+6% +$42.9K 0.01% 411
2026
Q1 		$696K Buy
7,071
+251
+4% +$26.9K 0.01% 417
2025
Q4 		$676K Buy
6,820
+1,634
+32% +$153K 0.01% 426
2025
Q3 		$433K Sell
5,186
-4,241
-45% -$384K ﹤0.01% 533
2025
Q2 		$952K Sell
9,427
-574
-6% -$56.5K 0.01% 325
2025
Q1 		$1.1M Sell
10,001
-2,088
-17% -$250K 0.01% 302
2024
Q4 		$1.52M Buy
12,089
+777
+7% +$102K 0.01% 242
2024
Q3 		$1.54M Buy
11,312
+1,606
+17% +$211K 0.01% 242
2024
Q2 		$1.33M Sell
9,706
-2,495
-20% -$357K 0.01% 250
2024
Q1 		$1.81M Buy
12,201
+708
+6% +$108K 0.02% 195
2023
Q4 		$1.81M Buy
11,493
+752
+7% +$114K 0.02% 193
2023
Q3 		$1.67M Sell
10,741
-1,361
-11% -$235K 0.02% 181
2023
Q2 		$2.17M Sell
12,102
-2,616
-18% -$464K 0.02% 152
2023
Q1 		$2.86M Buy
14,718
+1,305
+10% +$239K 0.03% 134
2022
Q4 		$2.33M Buy
13,413
+84
+0.6% +$14.5K 0.03% 144
2022
Q3 		$2.15M Buy
13,329
+2,549
+24% +$483K 0.03% 139
2022
Q2 		$1.97M Buy
10,780
+1,970
+22% +$359K 0.03% 134
2022
Q1 		$1.89M Buy
8,810
+680
+8% +$144K 0.02% 146
2021
Q4 		$1.74M Buy
8,130
+886
+12% +$180K 0.02% 154
2021
Q3 		$1.32M Sell
7,244
-137
-2% -$27K 0.02% 183
2021
Q2 		$1.53M Buy
7,381
+492
+7% +$98.4K 0.02% 163
2021
Q1 		$1.17M Buy
6,889
+492
+8% +$79.6K 0.02% 188
2020
Q4 		$1.08M Buy
6,397
+1,599
+33% +$270K 0.01% 171
2020
Q3 		$799K Buy
4,798
+426
+10% +$62K 0.01% 201
2020
Q2 		$486K Buy
4,372
+783
+22% +$78.2K 0.01% 281
2020
Q1 		$335K Sell
3,589
-2,985
-45% -$309K 0.01% 313
2019
Q4 		$770K Sell
6,574
-217
-3% -$25.7K 0.01% 200
2019
Q3 		$814K Buy
6,791
+2,024
+42% +$231K 0.01% 188
2019
Q2 		$492K Buy
4,767
+1,480
+45% +$154K 0.01% 281
2019
Q1 		$367K Buy
3,287
+403
+14% +$42.7K 0.01% 340
2018
Q4 		$281K Sell
2,884
-1,504
-34% -$163K 0.01% 377
2018
Q3 		$512K Buy
4,388
+686
+19% +$80.7K 0.01% 276
2018
Q2 		$393K Buy
+3,702
New +$416K 0.01% 324
2018
Q1 		– Sell
-448
Closed -$53K – 655
2017
Q4 		$53K Sell
448
-38
-8% -$4.47K ﹤0.01% 479
2017
Q3 		$58K Buy
+486
New +$55.3K ﹤0.01% 430
2017
Q1 		– Sell
-3,390
Closed -$389K – 331
2016
Q4 		$389K Buy
3,390
+1,537
+83% +$173K 0.01% 153
2016
Q3 		$203K Buy
+1,853
New +$202K 0.01% 199

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

Greenleaf Trust's UPS Position: Q2 2026 in Review

Greenleaf Trust increased its United Parcel Service (UPS) stake by 5.8% in Q2 2026, buying an estimated $42.9K and bringing the position to 7,484 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #411.

Greenleaf Trust first reported a position in UPS in Q3 2016 and has held it in 37 quarters since. The position peaked at $2.86M in Q1 2023. 956 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Greenleaf Trust held 7,484 shares of United Parcel Service worth $805K as of Q2 2026.
  • Greenleaf Trust bought 413 United Parcel Service shares in Q2 2026, an estimated $42.9K.
  • United Parcel Service made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #411 holding.
  • Greenleaf Trust first reported a position in United Parcel Service in Q3 2016 and has held it in 37 quarters since.
  • Greenleaf Trust's United Parcel Service position peaked at $2.86M in Q1 2023.
  • 956 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.