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Howland Capital Management’s United Parcel Service UPS Stock Holding History

Howland Capital 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 		$456K Sell
4,238
-121
-3% -$12.6K 0.02% 218
2026
Q1 		$429K Sell
4,359
-130
-3% -$13.9K 0.02% 211
2025
Q4 		$445K Sell
4,489
-644
-13% -$60.2K 0.02% 202
2025
Q3 		$429K Buy
5,133
+220
+4% +$19.9K 0.02% 207
2025
Q2 		$496K Sell
4,913
-134
-3% -$13.2K 0.02% 201
2025
Q1 		$555K Sell
5,047
-1,006
-17% -$120K 0.02% 189
2024
Q4 		$763K Sell
6,053
-13
-0.2% -$1.71K 0.03% 168
2024
Q3 		$827K Sell
6,066
-872
-13% -$114K 0.04% 165
2024
Q2 		$949K Sell
6,938
-403
-5% -$57.7K 0.05% 142
2024
Q1 		$1.09M Sell
7,341
-4,216
-36% -$641K 0.05% 130
2023
Q4 		$1.82M Sell
11,557
-120
-1% -$18.1K 0.1% 101
2023
Q3 		$1.82M Sell
11,677
-305
-3% -$52.6K 0.11% 103
2023
Q2 		$2.15M Sell
11,982
-450
-4% -$79.9K 0.12% 92
2023
Q1 		$2.41M Sell
12,432
-35
-0.3% -$6.42K 0.15% 84
2022
Q4 		$2.17M Sell
12,467
-50
-0.4% -$8.65K 0.13% 91
2022
Q3 		$2.02M Buy
12,517
+792
+7% +$150K 0.13% 88
2022
Q2 		$2.14M Buy
11,725
+600
+5% +$109K 0.13% 83
2022
Q1 		$2.39M Sell
11,125
-55
-0.5% -$11.7K 0.13% 79
2021
Q4 		$2.4M Sell
11,180
-28
-0.2% -$5.7K 0.12% 83
2021
Q3 		$2.04M Sell
11,208
-600
-5% -$118K 0.11% 90
2021
Q2 		$2.46M Hold
11,808
– – 0.13% 88
2021
Q1 		$2.01M Sell
11,808
-535
-4% -$86.5K 0.11% 89
2020
Q4 		$2.08M Sell
12,343
-1,425
-10% -$241K 0.12% 86
2020
Q3 		$2.29M Sell
13,768
-725
-5% -$106K 0.15% 81
2020
Q2 		$1.61M Sell
14,493
-1,805
-11% -$180K 0.12% 89
2020
Q1 		$1.52M Sell
16,298
-940
-5% -$97.4K 0.13% 85
2019
Q4 		$2.02M Sell
17,238
-2,940
-15% -$348K 0.14% 87
2019
Q3 		$2.42M Sell
20,178
-9,357
-32% -$1.07M 0.18% 79
2019
Q2 		$3.05M Sell
29,535
-10,632
-26% -$1.11M 0.24% 75
2019
Q1 		$4.49M Sell
40,167
-52,282
-57% -$5.54M 0.37% 64
2018
Q4 		$9.02M Sell
92,449
-8,125
-8% -$881K 0.85% 46
2018
Q3 		$11.7M Sell
100,574
-4,688
-4% -$552K 0.89% 42
2018
Q2 		$11.2M Sell
105,262
-18,452
-15% -$2.07M 0.89% 45
2018
Q1 		$12.9M Sell
123,714
-5,262
-4% -$608K 1.04% 38
2017
Q4 		$15.4M Sell
128,976
-26,558
-17% -$3.12M 1.23% 31
2017
Q3 		$18.7M Sell
155,534
-8,899
-5% -$1.01M 1.54% 23
2017
Q2 		$18.2M Sell
164,433
-12,925
-7% -$1.38M 1.54% 24
2017
Q1 		$19M Sell
177,358
-10,254
-5% -$1.12M 1.65% 20
2016
Q4 		$21.5M Buy
187,612
+1,883
+1% +$212K 2.01% 12
2016
Q3 		$20.3M Sell
185,729
-300
-0.2% -$32.8K 1.89% 15
2016
Q2 		$20M Buy
186,029
+2,902
+2% +$302K 1.89% 16
2016
Q1 		$19.3M Buy
183,127
+2,085
+1% +$203K 1.96% 14
2015
Q4 		$17.4M Buy
181,042
+1,220
+0.7% +$125K 1.77% 14
2015
Q3 		$17.7M Buy
179,822
+5,180
+3% +$512K 1.93% 11
2015
Q2 		$16.9M Buy
174,642
+3,550
+2% +$353K 1.73% 16
2015
Q1 		$16.6M Sell
171,092
-1,010
-0.6% -$104K 1.69% 22
2014
Q4 		$19.1M Buy
172,102
+1,025
+0.6% +$108K 1.9% 13
2014
Q3 		$16.8M Buy
171,077
+793
+0.5% +$78.8K 1.73% 12
2014
Q2 		$17.5M Buy
170,284
+13,522
+9% +$1.36M 1.79% 11
2014
Q1 		$15.3M Buy
156,762
+16,667
+12% +$1.62M 1.73% 14
2013
Q4 		$14.7M Buy
140,095
+560
+0.4% +$55.2K 1.83% 10
2013
Q3 		$12.7M Buy
139,535
+10,117
+8% +$889K 1.74% 15
2013
Q2 		$11.2M Buy
+129,418
New +$11.1M 1.77% 17

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

Howland Capital Management's UPS Position: Q2 2026 in Review

Howland Capital Management reduced its United Parcel Service (UPS) stake by 2.8% in Q2 2026, selling an estimated $12.6K and leaving 4,238 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #218.

Howland Capital Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.5M in Q4 2016. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Howland Capital Management held 4,238 shares of United Parcel Service worth $456K as of Q2 2026.
  • Howland Capital Management sold 121 United Parcel Service shares in Q2 2026, an estimated $12.6K.
  • United Parcel Service made up 0.02% of Howland Capital Management's portfolio in Q2 2026, its #218 holding.
  • Howland Capital Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Howland Capital Management's United Parcel Service position peaked at $21.5M in Q4 2016.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.