HAIM
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Hunter Associates Investment Management’s United Parcel Service UPS Stock Holding History

Hunter Associates 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 		$1.11M Buy
10,338
+310
+3% +$32.2K 0.13% 139
2026
Q1 		$989K Sell
10,028
-412
-4% -$44.2K 0.13% 141
2025
Q4 		$1.04M Buy
10,440
+2,984
+40% +$279K 0.14% 126
2025
Q3 		$623K Buy
7,456
+666
+10% +$60.3K 0.09% 167
2025
Q2 		$683K Sell
6,790
-270
-4% -$26.6K 0.1% 159
2025
Q1 		$775K Sell
7,060
-2,725
-28% -$326K 0.12% 146
2024
Q4 		$1.24M Sell
9,785
-2,283
-19% -$300K 0.19% 107
2024
Q3 		$1.65M Sell
12,068
-200
-2% -$26.3K 0.25% 94
2024
Q2 		$1.68M Sell
12,268
-555
-4% -$79.5K 0.28% 87
2024
Q1 		$1.91M Buy
12,823
+2,490
+24% +$378K 0.32% 81
2023
Q4 		$1.62M Sell
10,333
-9
-0.1% -$1.36K 0.3% 82
2023
Q3 		$1.61M Sell
10,342
-35
-0.3% -$6.04K 0.33% 68
2023
Q2 		$1.86M Sell
10,377
-855
-8% -$152K 0.36% 64
2023
Q1 		$2.18M Sell
11,232
-1,100
-9% -$202K 0.47% 58
2022
Q4 		$2.14M Sell
12,332
-1,500
-11% -$260K 0.52% 53
2022
Q3 		$2.23M Buy
13,832
+1,650
+14% +$312K 0.58% 47
2022
Q2 		$2.23M Sell
12,182
-32,918
-73% -$6M 0.55% 50
2022
Q1 		$9.67M Sell
45,100
-100
-0.2% -$21.2K 3.11% 7
2021
Q4 		$9.69M Buy
45,200
+1,000
+2% +$203K 2.77% 8
2021
Q3 		$8.05M Buy
44,200
+1,200
+3% +$237K 2.59% 9
2021
Q2 		$8.94M Sell
43,000
-6,500
-13% -$1.3M 2.78% 9
2021
Q1 		$8.41M Buy
49,500
+530
+1% +$85.7K 1.95% 11
2020
Q4 		$8.25M Hold
48,970
– – 2.03% 11
2020
Q3 		$8.16M Sell
48,970
-300
-0.6% -$43.7K 2.27% 10
2020
Q2 		$5.48M Buy
49,270
+925
+2% +$92.3K 1.63% 19
2020
Q1 		$4.52M Buy
48,345
+3,100
+7% +$321K 1.75% 19
2019
Q4 		$5.3M Buy
45,245
+2,325
+5% +$275K 1.64% 20
2019
Q3 		$5.14M Buy
42,920
+700
+2% +$80K 1.77% 18
2019
Q2 		$4.36M Buy
42,220
+800
+2% +$83.2K 1.5% 18
2019
Q1 		$4.63M Buy
41,420
+200
+0.5% +$21.2K 1.62% 19
2018
Q4 		$4.02M Sell
41,220
-300
-0.7% -$32.5K 1.64% 19
2018
Q3 		$4.85M Sell
41,520
-480
-1% -$56.5K 1.67% 16
2018
Q2 		$4.46M Sell
42,000
-1,000
-2% -$112K 1.61% 17
2018
Q1 		$4.5M Buy
43,000
+200
+0.5% +$23.1K 1.68% 19
2017
Q4 		$5.1M Buy
42,800
+300
+0.7% +$35.3K 1.88% 19
2017
Q3 		$5.1M Hold
42,500
– – 1.99% 16
2017
Q2 		$4.7M Buy
42,500
+525
+1% +$56.1K 1.91% 15
2017
Q1 		$4.5M Hold
41,975
– – 1.89% 16
2016
Q4 		$4.81M Hold
41,975
– – 2.05% 15
2016
Q3 		$4.59M Hold
41,975
– – 1.97% 16
2016
Q2 		$4.52M Hold
41,975
– – 1.96% 14
2016
Q1 		$4.43M Hold
41,975
– – 2.02% 14
2015
Q4 		$4.04M Hold
41,975
– – 1.77% 16
2015
Q3 		$4.14M Hold
41,975
– – 1.94% 14
2015
Q2 		$4.07M Hold
41,975
– – 1.69% 17
2015
Q1 		$4.07M Hold
41,975
– – 1.6% 17
2014
Q4 		$4.67M Hold
41,975
– – 1.8% 15
2014
Q3 		$4.13M Hold
41,975
– – 1.61% 18
2014
Q2 		$4.31M Hold
41,975
– – 1.69% 16
2014
Q1 		$4.09M Hold
41,975
– – 1.61% 15
2013
Q4 		$4.41M Hold
41,975
– – 1.7% 14
2013
Q3 		$3.83M Hold
41,975
– – 1.6% 15
2013
Q2 		$3.63M Buy
+41,975
New +$3.6M 1.35% 19

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Hunter Associates Investment Management's UPS Position: Q2 2026 in Review

Hunter Associates Investment Management increased its United Parcel Service (UPS) stake by 3.1% in Q2 2026, buying an estimated $32.2K and bringing the position to 10,338 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #139.

Hunter Associates Investment Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.69M in Q4 2021. 1,018 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Hunter Associates Investment Management held 10,338 shares of United Parcel Service worth $1.11M as of Q2 2026.
  • Hunter Associates Investment Management bought 310 United Parcel Service shares in Q2 2026, an estimated $32.2K.
  • United Parcel Service made up 0.13% of Hunter Associates Investment Management's portfolio in Q2 2026, its #139 holding.
  • Hunter Associates Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Hunter Associates Investment Management's United Parcel Service position peaked at $9.69M in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.