Guardian Investment Management’s United Parcel Service UPS Stock Holding History

Guardian Investment Management’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	$294K	Buy	2,736 +11	+0.4%	+$1.14K	0.19%	57
2026 Q1	$268K	Buy	+2,725	New	+$292K	0.21%	59
2025 Q2	–	Sell	-2,300	Closed	-$255K	–	57
2025 Q1	$255K	Sell	2,300 -1,500	-39%	-$179K	0.21%	57
2024 Q4	$479K	Sell	3,800 -275	-7%	-$36.2K	0.34%	48
2024 Q3	$556K	Hold	4,075	–	–	0.48%	47
2024 Q2	$558K	Buy	+4,075	New	+$583K	0.4%	48
2023 Q3	–	Sell	-5,005	Closed	-$897K	–	55
2023 Q2	$897K	Buy	+5,005	New	+$889K	0.76%	38

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guardian Investment Management's UPS Position: Q2 2026 in Review

Guardian Investment Management increased its United Parcel Service (UPS) stake by 0.4% in Q2 2026, buying an estimated $1.14K and bringing the position to 2,736 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #57.

Guardian Investment Management first reported a position in UPS in Q2 2023 and has held it in 7 quarters since. The position peaked at $897K in Q2 2023. 852 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Guardian Investment Management held 2,736 shares of United Parcel Service worth $294K as of Q2 2026.
Guardian Investment Management bought 11 United Parcel Service shares in Q2 2026, an estimated $1.14K.
United Parcel Service made up 0.19% of Guardian Investment Management's portfolio in Q2 2026, its #57 holding.
Guardian Investment Management first reported a position in United Parcel Service in Q2 2023 and has held it in 7 quarters since.
Guardian Investment Management's United Parcel Service position peaked at $897K in Q2 2023.
852 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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