IF
UPS icon

Intrua Financial’s United Parcel Service UPS Stock Holding History

Intrua Financial’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 		$1.2M Sell
11,126
-320
-3% -$33.3K 0.11% 141
2026
Q1 		$1.13M Sell
11,446
-439
-4% -$47.1K 0.12% 139
2025
Q4 		$1.18M Sell
11,885
-618
-5% -$57.8K 0.12% 131
2025
Q3 		$1.04M Buy
12,503
+674
+6% +$61K 0.11% 146
2025
Q2 		$1.19M Buy
11,829
+1,383
+13% +$136K 0.16% 97
2025
Q1 		$1.15M Sell
10,446
-1,076
-9% -$129K 0.17% 98
2024
Q4 		$1.45M Sell
11,522
-65
-0.6% -$8.55K 0.22% 82
2024
Q3 		$1.58M Buy
11,587
+1,522
+15% +$200K 0.23% 80
2024
Q2 		$1.38M Sell
10,065
-603
-6% -$86.3K 0.21% 97
2024
Q1 		$1.59M Sell
10,668
-264
-2% -$40.1K 0.23% 93
2023
Q4 		$1.72M Sell
10,932
-2,083
-16% -$315K 0.25% 91
2023
Q3 		$2.03M Buy
13,015
+164
+1% +$28.3K 0.34% 70
2023
Q2 		$2.3M Buy
12,851
+1,149
+10% +$204K 0.39% 61
2023
Q1 		$1.97M Buy
11,702
+8,469
+262% +$1.55M 0.41% 59
2022
Q4 		$570K Buy
3,233
+328
+11% +$56.8K 0.13% 166
2022
Q3 		$469K Sell
2,905
-225
-7% -$42.6K 0.12% 171
2022
Q2 		$571K Buy
3,130
+1,563
+100% +$285K 0.12% 183
2022
Q1 		$336K Buy
1,567
+387
+33% +$82.2K 0.06% 283
2021
Q4 		$253K Sell
1,180
-125
-10% -$25.4K 0.04% 331
2021
Q3 		$277K Buy
+1,305
New +$258K 0.05% 299
2021
Q2 		– Sell
-1,035
Closed -$201K – 309
2021
Q1 		$201K Buy
+1,035
New +$167K 0.05% 282

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Intrua Financial's UPS Position: Q2 2026 in Review

Intrua Financial reduced its United Parcel Service (UPS) stake by 2.8% in Q2 2026, selling an estimated $33.3K and leaving 11,126 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #141.

Intrua Financial first reported a position in UPS in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.3M in Q2 2023. 762 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Intrua Financial held 11,126 shares of United Parcel Service worth $1.2M as of Q2 2026.
  • Intrua Financial sold 320 United Parcel Service shares in Q2 2026, an estimated $33.3K.
  • United Parcel Service made up 0.11% of Intrua Financial's portfolio in Q2 2026, its #141 holding.
  • Intrua Financial first reported a position in United Parcel Service in Q1 2021 and has held it in 21 quarters since.
  • Intrua Financial's United Parcel Service position peaked at $2.3M in Q2 2023.
  • 762 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.