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

Harbour 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 		$1.16M Sell
10,757
-680
-6% -$70.7K 0.6% 51
2026
Q1 		$1.13M Sell
11,437
-545
-5% -$58.4K 0.61% 49
2025
Q4 		$1.19M Sell
11,982
-3,531
-23% -$330K 0.63% 47
2025
Q3 		$1.3M Sell
15,513
-1,095
-7% -$99.2K 0.56% 48
2025
Q2 		$1.68M Sell
16,608
-231
-1% -$22.7K 0.73% 42
2025
Q1 		$1.85M Buy
16,839
+1,829
+12% +$219K 0.84% 40
2024
Q4 		$1.89M Sell
15,010
-150
-1% -$19.7K 0.83% 39
2024
Q3 		$2.07M Buy
15,160
+70
+0.5% +$9.19K 0.92% 37
2024
Q2 		$2.07M Buy
15,090
+20
+0.1% +$2.86K 0.95% 37
2024
Q1 		$2.24M Buy
15,070
+77
+0.5% +$11.7K 1.05% 38
2023
Q4 		$2.36M Hold
14,993
– – 1.23% 32
2023
Q3 		$2.34M Sell
14,993
-195
-1% -$33.7K 1.33% 30
2023
Q2 		$2.72M Sell
15,188
-50
-0.3% -$8.88K 1.43% 25
2023
Q1 		$2.96M Buy
15,238
+49
+0.3% +$8.99K 1.64% 19
2022
Q4 		$2.64M Hold
15,189
– – 1.52% 25
2022
Q3 		$2.45M Sell
15,189
-25
-0.2% -$4.73K 1.54% 24
2022
Q2 		$2.78M Sell
15,214
-500
-3% -$91.2K 1.67% 24
2022
Q1 		$3.37M Sell
15,714
-325
-2% -$69.1K 1.64% 20
2021
Q4 		$3.44M Buy
16,039
+50
+0.3% +$10.2K 1.57% 22
2021
Q3 		$2.91M Sell
15,989
-1,718
-10% -$339K 1.48% 26
2021
Q2 		$3.68M Sell
17,707
-376
-2% -$75.2K 1.85% 16
2021
Q1 		$3.07M Buy
18,083
+575
+3% +$93K 1.64% 21
2020
Q4 		$2.95M Buy
17,508
+155
+0.9% +$26.2K 1.65% 18
2020
Q3 		$2.89M Sell
17,353
-1,404
-7% -$204K 1.79% 20
2020
Q2 		$2.08M Sell
18,757
-699
-4% -$69.8K 1.46% 31
2020
Q1 		$1.82M Buy
19,456
+985
+5% +$102K 1.46% 31
2019
Q4 		$2.16M Buy
18,471
+596
+3% +$70.6K 1.42% 34
2019
Q3 		$2.14M Buy
17,875
+1,771
+11% +$202K 1.52% 33
2019
Q2 		$1.66M Sell
16,104
-1,040
-6% -$108K 1.17% 41
2019
Q1 		$1.92M Sell
17,144
-345
-2% -$36.6K 1.42% 37
2018
Q4 		$1.71M Sell
17,489
-446
-2% -$48.4K 1.4% 35
2018
Q3 		$2.09M Sell
17,935
-75
-0.4% -$8.83K 1.53% 30
2018
Q2 		$1.91M Sell
18,010
-700
-4% -$78.6K 1.5% 32
2018
Q1 		$1.96M Sell
18,710
-430
-2% -$49.7K 1.46% 32
2017
Q4 		$2.28M Sell
19,140
-1,300
-6% -$153K 1.61% 26
2017
Q3 		$2.46M Sell
20,440
-165
-0.8% -$18.8K 1.72% 21
2017
Q2 		$2.28M Sell
20,605
-355
-2% -$37.9K 1.66% 24
2017
Q1 		$2.25M Sell
20,960
-325
-2% -$35.5K 1.66% 22
2016
Q4 		$2.44M Sell
21,285
-50
-0.2% -$5.63K 1.85% 17
2016
Q3 		$2.33M Sell
21,335
-100
-0.5% -$10.9K 1.79% 19
2016
Q2 		$2.31M Sell
21,435
-325
-1% -$33.8K 1.77% 20
2016
Q1 		$2.29M Sell
21,760
-200
-0.9% -$19.4K 1.76% 21
2015
Q4 		$2.11M Sell
21,960
-150
-0.7% -$15.3K 1.65% 20
2015
Q3 		$2.18M Hold
22,110
– – 1.76% 19
2015
Q2 		$2.14M Sell
22,110
-110
-0.5% -$10.9K 1.61% 20
2015
Q1 		$2.15M Sell
22,220
-5,500
-20% -$564K 1.58% 21
2014
Q4 		$3.08M Sell
27,720
-50
-0.2% -$5.28K 1.94% 15
2014
Q3 		$2.73M Sell
27,770
-850
-3% -$84.5K 1.82% 17
2014
Q2 		$2.94M Sell
28,620
-575
-2% -$57.7K 1.87% 15
2014
Q1 		$2.84M Buy
29,195
+265
+0.9% +$25.8K 1.86% 16
2013
Q4 		$3.04M Sell
28,930
-315
-1% -$31K 2.03% 14
2013
Q3 		$2.67M Sell
29,245
-1,285
-4% -$113K 1.86% 15
2013
Q2 		$2.64M Buy
+30,530
New +$2.62M 1.94% 16

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
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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Harbour Investment Management reduced its United Parcel Service (UPS) stake by 5.9% in Q2 2026, selling an estimated $70.7K and leaving 10,757 shares worth $1.16M. The position accounts for 0.6% of the portfolio, ranked #51.

Harbour Investment Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.68M in Q2 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Harbour Investment Management held 10,757 shares of United Parcel Service worth $1.16M as of Q2 2026.
  • Harbour Investment Management sold 680 United Parcel Service shares in Q2 2026, an estimated $70.7K.
  • United Parcel Service made up 0.6% of Harbour Investment Management's portfolio in Q2 2026, its #51 holding.
  • Harbour Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Harbour Investment Management's United Parcel Service position peaked at $3.68M in Q2 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.