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

Indiana 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 		$28.5K Sell
265
-70
-21% -$7.28K 0.01% 338
2026
Q1 		$33K Sell
335
-45
-12% -$4.83K 0.01% 321
2025
Q4 		$37.7K Sell
380
-1,340
-78% -$125K 0.01% 306
2025
Q3 		$144K Hold
1,720
– – 0.04% 200
2025
Q2 		$174K Buy
1,720
+11
+0.6% +$1.08K 0.06% 186
2025
Q1 		$188K Hold
1,709
– – 0.07% 179
2024
Q4 		$216K Buy
1,709
+17
+1% +$2.24K 0.07% 169
2024
Q3 		$231K Sell
1,692
-168
-9% -$22.1K 0.08% 158
2024
Q2 		$255K Sell
1,860
-650
-26% -$93.1K 0.09% 141
2024
Q1 		$373K Sell
2,510
-215
-8% -$32.7K 0.15% 109
2023
Q4 		$428K Sell
2,725
-88
-3% -$13.3K 0.19% 99
2023
Q3 		$438K Buy
2,813
+238
+9% +$41.1K 0.22% 92
2023
Q2 		$462K Hold
2,575
– – 0.24% 67
2023
Q1 		$500K Sell
2,575
-204
-7% -$37.4K 0.27% 64
2022
Q4 		$483 Hold
2,779
– – 0.27% 65
2022
Q3 		$449K Sell
2,779
-150
-5% -$28.4K 0.27% 63
2022
Q2 		$535K Hold
2,929
– – 0.3% 57
2022
Q1 		$628K Hold
2,929
– – 0.3% 61
2021
Q4 		$628K Buy
2,929
+4
+0.1% +$814 0.29% 61
2021
Q3 		$533K Buy
2,925
+5
+0.2% +$987 0.27% 64
2021
Q2 		$492K Hold
2,920
– – 0.27% 64
2021
Q1 		$496K Hold
2,920
– – 0.27% 67
2020
Q4 		$492K Sell
2,920
-300
-9% -$50.6K 0.27% 64
2020
Q3 		$537K Sell
3,220
-200
-6% -$29.1K 0.32% 55
2020
Q2 		$380K Hold
3,420
– – 0.24% 69
2020
Q1 		$319K Sell
3,420
-570
-14% -$59.1K 0.23% 77
2019
Q4 		$467K Sell
3,990
-1,025
-20% -$121K 0.26% 71
2019
Q3 		$601K Sell
5,015
-340
-6% -$38.9K 0.34% 61
2019
Q2 		$553K Sell
5,355
-3,240
-38% -$337K 0.3% 65
2019
Q1 		$960K Sell
8,595
-260
-3% -$27.6K 0.5% 48
2018
Q4 		$864K Buy
8,855
+10
+0.1% +$1.08K 0.48% 51
2018
Q3 		$1.03M Sell
8,845
-175
-2% -$20.6K 0.47% 50
2018
Q2 		$958K Sell
9,020
-1,071
-11% -$120K 0.46% 50
2018
Q1 		$1.06M Sell
10,091
-80
-0.8% -$9.25K 0.49% 47
2017
Q4 		$1.21M Sell
10,171
-410
-4% -$48.2K 0.56% 47
2017
Q3 		$1.27M Sell
10,581
-1,090
-9% -$124K 0.61% 46
2017
Q2 		$1.29M Sell
11,671
-79
-0.7% -$8.44K 0.63% 45
2017
Q1 		$1.26M Sell
11,750
-530
-4% -$57.9K 0.63% 43
2016
Q4 		$1.41M Hold
12,280
– – 0.73% 42
2016
Q3 		$1.34M Hold
12,280
– – 0.67% 43
2016
Q2 		$1.32M Sell
12,280
-50
-0.4% -$5.2K 0.67% 44
2016
Q1 		$1.3M Sell
12,330
-250
-2% -$24.3K 0.69% 44
2015
Q4 		$1.4M Hold
12,580
– – 0.73% 43
2015
Q3 		$1.24M Hold
12,580
– – 0.71% 38
2015
Q2 		$1.22M Sell
12,580
-60
-0.5% -$5.96K 0.63% 45
2015
Q1 		$1.23M Buy
12,640
+60
+0.5% +$6.16K 0.62% 50
2014
Q4 		$1.4M Buy
12,580
+75
+0.6% +$7.91K 0.73% 43
2014
Q3 		$1.23M Sell
12,505
-50
-0.4% -$4.97K 0.64% 49
2014
Q2 		$1.29M Buy
12,555
+155
+1% +$15.6K 0.75% 46
2014
Q1 		$1.21M Buy
12,400
+2,670
+27% +$260K 0.75% 43
2013
Q4 		$1.02M Buy
9,730
+315
+3% +$31K 0.58% 49
2013
Q3 		$860K Buy
+9,415
New +$828K 0.52% 55

Other funds holding UPS

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Indiana Trust & Investment Management reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $7.28K and leaving 265 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #338.

Indiana Trust & Investment Management first reported a position in UPS in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.41M in Q4 2016. 820 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Indiana Trust & Investment Management held 265 shares of United Parcel Service worth $28.5K as of Q2 2026.
  • Indiana Trust & Investment Management sold 70 United Parcel Service shares in Q2 2026, an estimated $7.28K.
  • United Parcel Service made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #338 holding.
  • Indiana Trust & Investment Management first reported a position in United Parcel Service in Q3 2013 and has held it in 52 quarters since.
  • Indiana Trust & Investment Management's United Parcel Service position peaked at $1.41M in Q4 2016.
  • 820 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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