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

Harbour Trust & 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 		$564K Sell
5,244
-334
-6% -$34.7K 0.05% 105
2026
Q1 		$549K Sell
5,578
-200
-3% -$21.4K 0.06% 107
2025
Q4 		$573K Sell
5,778
-488
-8% -$45.6K 0.06% 106
2025
Q3 		$523K Buy
6,266
+189
+3% +$17.1K 0.05% 113
2025
Q2 		$613K Buy
6,077
+234
+4% +$23K 0.07% 108
2025
Q1 		$643K Sell
5,843
-1,259
-18% -$151K 0.08% 102
2024
Q4 		$896K Sell
7,102
-295
-4% -$38.8K 0.1% 92
2024
Q3 		$1.01M Sell
7,397
-162
-2% -$21.3K 0.11% 92
2024
Q2 		$1.03M Sell
7,559
-138
-2% -$19.8K 0.12% 90
2024
Q1 		$1.14M Sell
7,697
-470
-6% -$71.4K 0.14% 90
2023
Q4 		$1.28M Buy
+8,167
New +$1.23M 0.18% 85

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

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

Harbour Trust & Investment Management reduced its United Parcel Service (UPS) stake by 6% in Q2 2026, selling an estimated $34.7K and leaving 5,244 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #105.

Harbour Trust & Investment Management first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2023. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Harbour Trust & Investment Management held 5,244 shares of United Parcel Service worth $564K as of Q2 2026.
  • Harbour Trust & Investment Management sold 334 United Parcel Service shares in Q2 2026, an estimated $34.7K.
  • United Parcel Service made up 0.05% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #105 holding.
  • Harbour Trust & Investment Management first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Harbour Trust & Investment Management's United Parcel Service position peaked at $1.28M in Q4 2023.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.