Harbour Capital Advisors’s United Parcel Service UPS Stock Holding History

Harbour Capital Advisors’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	$342K	Hold	3,039	–	–	0.06%	237
2026 Q1	$320K	Buy	3,039 +210	+7%	+$22.5K	0.06%	229
2025 Q4	$286K	Hold	2,829	–	–	0.06%	229
2025 Q3	$243K	Sell	2,829 -181	-6%	-$16.4K	0.05%	261
2025 Q2	$318K	Sell	3,010 -37	-1%	-$3.64K	0.07%	234
2025 Q1	$305K	Hold	3,047	–	–	0.08%	220
2024 Q4	$377K	Hold	3,047	–	–	0.08%	208
2024 Q3	$405K	Hold	3,047	–	–	0.09%	194
2024 Q2	$414K	Hold	3,047	–	–	0.1%	195
2024 Q1	$454K	Buy	3,047 +38	+1%	+$5.78K	0.11%	183
2023 Q4	$474K	Hold	3,009	–	–	0.13%	163
2023 Q3	$469K	Hold	3,009	–	–	0.14%	150
2023 Q2	$553K	Hold	3,009	–	–	0.16%	126
2023 Q1	$584K	Hold	3,009	–	–	0.18%	129
2022 Q4	$527K	Hold	3,009	–	–	0.18%	123
2022 Q3	$481K	Hold	3,009	–	–	0.17%	133
2022 Q2	$549K	Hold	3,009	–	–	0.18%	123
2022 Q1	$645K	Hold	3,009	–	–	0.18%	125
2021 Q4	$645K	Hold	3,009	–	–	0.16%	126
2021 Q3	$548K	Hold	3,009	–	–	0.14%	145
2021 Q2	$626K	Sell	3,009 -1,300	-30%	-$260K	0.17%	131
2021 Q1	$732K	Buy	+4,309	New	+$697K	0.22%	118
2020 Q4	–	Sell	-1,709	Closed	-$285K	–	181
2020 Q3	$285K	Buy	+1,709	New	+$249K	0.1%	171
2020 Q1	–	Sell	-1,774	Closed	-$208K	–	212
2019 Q4	$208K	Sell	1,774 -249	-12%	-$29.5K	0.08%	200
2019 Q3	$242K	Sell	2,023 -218	-10%	-$24.9K	0.1%	182
2019 Q2	$231K	Sell	2,241 -535	-19%	-$55.6K	0.1%	188
2019 Q1	$310K	Sell	2,776 -27	-1%	-$2.86K	0.14%	160
2018 Q4	$273K	Buy	2,803 +150	+6%	+$16.3K	0.14%	164
2018 Q3	$310K	Hold	2,653	–	–	0.12%	144
2018 Q2	$281K	Sell	2,653 -310	-10%	-$34.8K	0.12%	185
2018 Q1	$310K	Sell	2,963 -223	-7%	-$25.8K	0.13%	175
2017 Q4	$380K	Hold	3,186	–	–	0.16%	159
2017 Q3	$383K	Sell	3,186 -395	-11%	-$44.9K	0.17%	162
2017 Q2	$396K	Sell	3,581 -325	-8%	-$34.7K	0.2%	147
2017 Q1	$419K	Sell	3,906 -250	-6%	-$27.3K	0.19%	140
2016 Q4	$476K	Hold	4,156	–	–	0.34%	95
2016 Q3	$455K	Hold	4,156	–	–	0.28%	120
2016 Q2	$448K	Sell	4,156 -750	-15%	-$78.1K	0.25%	135
2016 Q1	$517K	Sell	4,906 -2,250	-31%	-$219K	0.29%	115
2015 Q4	$689K	Buy	7,156 +4,500	+169%	+$460K	0.38%	98
2015 Q3	$262K	Hold	2,656	–	–	0.19%	152
2015 Q2	$257K	Buy	2,656 +75	+3%	+$7.45K	0.16%	168
2015 Q1	$250K	Hold	2,581	–	–	0.17%	160
2014 Q4	$287K	Buy	2,581 +50	+2%	+$5.28K	0.21%	148
2014 Q3	$249K	Buy	+2,531	New	+$251K	0.21%	144
2014 Q2	–	Sell	-2,431	Closed	-$237K	–	193
2014 Q1	$237K	Hold	2,431	–	–	0.22%	139
2013 Q4	$255K	Hold	2,431	–	–	0.23%	145
2013 Q3	$222K	Hold	2,431	–	–	0.24%	151
2013 Q2	$210K	Buy	+2,431	New	+$209K	0.26%	144

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Harbour Capital Advisors's UPS Position: Q2 2026 in Review

Harbour Capital Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 3,039 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #237.

Harbour Capital Advisors first reported a position in UPS in Q2 2013 and has held it in 49 quarters since. The position peaked at $732K in Q1 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Harbour Capital Advisors held 3,039 shares of United Parcel Service worth $342K as of Q2 2026.
Harbour Capital Advisors left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.06% of Harbour Capital Advisors's portfolio in Q2 2026, its #237 holding.
Harbour Capital Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 49 quarters since.
Harbour Capital Advisors's United Parcel Service position peaked at $732K in Q1 2021.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.