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HM Payson & Co’s United Parcel Service UPS Stock Holding History

HM Payson & Co’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 		$521K Sell
4,848
-45
-0.9% -$4.68K 0.01% 301
2026
Q1 		$481K Sell
4,893
-436
-8% -$46.8K 0.01% 301
2025
Q4 		$529K Sell
5,329
-20
-0.4% -$1.87K 0.01% 287
2025
Q3 		$447K Sell
5,349
-772
-13% -$69.9K 0.01% 305
2025
Q2 		$618K Buy
6,121
+73
+1% +$7.18K 0.01% 257
2025
Q1 		$665K Buy
6,048
+2,490
+70% +$298K 0.01% 252
2024
Q4 		$449K Buy
3,558
+45
+1% +$5.92K 0.01% 292
2024
Q3 		$479K Sell
3,513
-753
-18% -$98.9K 0.01% 292
2024
Q2 		$584K Buy
4,266
+63
+1% +$9.02K 0.01% 257
2024
Q1 		$625K Sell
4,203
-135
-3% -$20.5K 0.01% 255
2023
Q4 		$682K Sell
4,338
-520
-11% -$78.6K 0.01% 244
2023
Q3 		$757K Buy
4,858
+262
+6% +$45.2K 0.02% 224
2023
Q2 		$824K Sell
4,596
-104
-2% -$18.5K 0.02% 211
2023
Q1 		$912K Buy
4,700
+282
+6% +$51.7K 0.02% 196
2022
Q4 		$768K Buy
4,418
+99
+2% +$17.1K 0.02% 210
2022
Q3 		$698K Buy
4,319
+470
+12% +$89K 0.02% 211
2022
Q2 		$703K Sell
3,849
-71
-2% -$12.9K 0.02% 219
2022
Q1 		$841K Sell
3,920
-574
-13% -$122K 0.02% 220
2021
Q4 		$963K Buy
4,494
+11
+0.2% +$2.24K 0.02% 217
2021
Q3 		$816K Buy
4,483
+1
+0% +$197 0.02% 225
2021
Q2 		$932K Sell
4,482
-799
-15% -$160K 0.02% 217
2021
Q1 		$898K Sell
5,281
-89
-2% -$14.4K 0.02% 218
2020
Q4 		$904K Buy
5,370
+421
+9% +$71.1K 0.03% 214
2020
Q3 		$825K Sell
4,949
-36
-0.7% -$5.24K 0.03% 210
2020
Q2 		$554K Sell
4,985
-99
-2% -$9.88K 0.02% 225
2020
Q1 		$475K Sell
5,084
-765
-13% -$79.3K 0.02% 219
2019
Q4 		$685K Buy
5,849
+254
+5% +$30.1K 0.02% 236
2019
Q3 		$670K Buy
5,595
+36
+0.6% +$4.12K 0.02% 234
2019
Q2 		$574K Buy
+5,559
New +$578K 0.02% 252
2018
Q4 		– Sell
-5,281
Closed -$617K – 310
2018
Q3 		$617K Sell
5,281
-289
-5% -$34K 0.03% 208
2018
Q2 		$591K Sell
5,570
-30
-0.5% -$3.37K 0.03% 216
2018
Q1 		$586K Buy
5,600
+1,290
+30% +$149K 0.02% 218
2017
Q4 		$514K Buy
4,310
+335
+8% +$39.4K 0.02% 238
2017
Q3 		$477K Buy
3,975
+100
+3% +$11.4K 0.02% 232
2017
Q2 		$428K Sell
3,875
-3,690
-49% -$394K 0.02% 244
2017
Q1 		$812K Buy
7,565
+2,943
+64% +$322K 0.04% 194
2016
Q4 		$530K Buy
4,622
+1,615
+54% +$182K 0.03% 224
2016
Q3 		$329K Hold
3,007
– – 0.02% 249
2016
Q2 		$324K Buy
3,007
+247
+9% +$25.7K 0.02% 249
2016
Q1 		$291K Buy
2,760
+530
+24% +$51.5K 0.02% 261
2015
Q4 		$215K Buy
2,230
+124
+6% +$12.7K 0.01% 291
2015
Q3 		$208K Buy
+2,106
New +$208K 0.01% 277
2015
Q2 		– Sell
-2,244
Closed -$218K – 301
2015
Q1 		$218K Hold
2,244
– – 0.01% 278
2014
Q4 		$249K Sell
2,244
-500
-18% -$52.8K 0.01% 271
2014
Q3 		$270K Buy
+2,744
New +$273K 0.01% 257

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

HM Payson & Co's UPS Position: Q2 2026 in Review

HM Payson & Co reduced its United Parcel Service (UPS) stake by 0.92% in Q2 2026, selling an estimated $4.68K and leaving 4,848 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #301.

HM Payson & Co first reported a position in UPS in Q3 2014 and has held it in 45 quarters since. The position peaked at $963K in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • HM Payson & Co held 4,848 shares of United Parcel Service worth $521K as of Q2 2026.
  • HM Payson & Co sold 45 United Parcel Service shares in Q2 2026, an estimated $4.68K.
  • United Parcel Service made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #301 holding.
  • HM Payson & Co first reported a position in United Parcel Service in Q3 2014 and has held it in 45 quarters since.
  • HM Payson & Co's United Parcel Service position peaked at $963K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.