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UPS icon

Guidance Capital’s United Parcel Service UPS Stock Holding History

Guidance Capital’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 		$2.06M Sell
17,547
-60
-0.3% -$6.24K 0.44% 37
2026
Q1 		$1.73M Buy
17,607
+11,622
+194% +$1.25M 0.39% 50
2025
Q4 		$654K Buy
5,985
+149
+3% +$13.9K 0.16% 137
2025
Q3 		$509K Sell
5,836
-89
-2% -$8.06K 0.13% 153
2025
Q2 		$501K Sell
5,925
-556
-9% -$54.7K 0.14% 141
2025
Q1 		$625K Sell
6,481
-1,003
-13% -$120K 0.19% 112
2024
Q4 		$996K Sell
7,484
-4,518
-38% -$595K 0.3% 63
2024
Q3 		$1.63M Buy
12,002
+354
+3% +$46.5K 0.51% 38
2024
Q2 		$1.52M Buy
11,648
+687
+6% +$98.4K 0.5% 41
2024
Q1 		$1.59M Buy
10,961
+8,221
+300% +$1.25M 0.58% 31
2023
Q4 		$434K Buy
2,740
+85
+3% +$12.9K 0.17% 118
2023
Q3 		$408K Buy
2,655
+976
+58% +$168K 0.18% 103
2023
Q2 		$297K Buy
+1,679
New +$298K 0.13% 124

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

Guidance Capital's UPS Position: Q2 2026 in Review

Guidance Capital reduced its United Parcel Service (UPS) stake by 0.34% in Q2 2026, selling an estimated $6.24K and leaving 17,547 shares worth $2.06M. The position accounts for 0.44% of the portfolio, ranked #37.

Guidance Capital first reported a position in UPS in Q2 2023 and has held it in 13 quarters since. 486 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Guidance Capital held 17,547 shares of United Parcel Service worth $2.06M as of Q2 2026.
  • Guidance Capital sold 60 United Parcel Service shares in Q2 2026, an estimated $6.24K.
  • United Parcel Service made up 0.44% of Guidance Capital's portfolio in Q2 2026, its #37 holding.
  • Guidance Capital first reported a position in United Parcel Service in Q2 2023 and has held it in 13 quarters since.
  • 486 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.