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Investment House LLC’s United Parcel Service UPS Stock Holding History

Investment House LLC’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 		$296K Buy
2,750
+75
+3% +$7.8K 0.01% 200
2026
Q1 		$263K Buy
2,675
+50
+2% +$5.36K 0.01% 199
2025
Q4 		$260K Sell
2,625
-445
-14% -$41.6K 0.01% 197
2025
Q3 		$256K Sell
3,070
-2,446
-44% -$222K 0.01% 206
2025
Q2 		$557K Sell
5,516
-19,752
-78% -$1.94M 0.03% 174
2025
Q1 		$2.78M Sell
25,268
-1,640
-6% -$196K 0.16% 99
2024
Q4 		$3.39M Sell
26,908
-3,792
-12% -$499K 0.18% 89
2024
Q3 		$4.19M Sell
30,700
-13,610
-31% -$1.79M 0.23% 86
2024
Q2 		$6.06M Sell
44,310
-3,089
-7% -$442K 0.35% 62
2024
Q1 		$7.04M Buy
47,399
+2,199
+5% +$334K 0.41% 62
2023
Q4 		$7.11M Sell
45,200
-24,357
-35% -$3.68M 0.5% 54
2023
Q3 		$10.8M Sell
69,557
-19,670
-22% -$3.4M 0.85% 31
2023
Q2 		$16M Sell
89,227
-8,975
-9% -$1.59M 1.2% 20
2023
Q1 		$19.1M Buy
98,202
+462
+0.5% +$84.7K 1.57% 16
2022
Q4 		$17M Buy
97,740
+4,359
+5% +$755K 1.59% 19
2022
Q3 		$15.1M Buy
93,381
+3,220
+4% +$610K 1.41% 21
2022
Q2 		$16.5M Buy
90,161
+10,750
+14% +$1.96M 1.45% 18
2022
Q1 		$17M Buy
79,411
+4,795
+6% +$1.02M 1.24% 24
2021
Q4 		$16M Buy
74,616
+6,470
+9% +$1.32M 1.03% 30
2021
Q3 		$12.4M Buy
68,146
+1,667
+3% +$329K 0.9% 34
2021
Q2 		$13.8M Buy
66,479
+1,410
+2% +$282K 0.97% 30
2021
Q1 		$11.1M Buy
65,069
+3,504
+6% +$567K 0.86% 34
2020
Q4 		$10.4M Buy
61,565
+14,082
+30% +$2.38M 0.73% 38
2020
Q3 		$7.91M Buy
47,483
+190
+0.4% +$27.7K 0.62% 44
2020
Q2 		$5.26M Buy
47,293
+463
+1% +$46.2K 0.46% 59
2020
Q1 		$4.38M Buy
46,830
+12,537
+37% +$1.3M 0.5% 57
2019
Q4 		$4.01M Buy
34,293
+1,841
+6% +$218K 0.37% 64
2019
Q3 		$3.89M Buy
32,452
+5,972
+23% +$683K 0.39% 65
2019
Q2 		$2.73M Buy
26,480
+6,980
+36% +$726K 0.29% 74
2019
Q1 		$2.18M Buy
19,500
+895
+5% +$94.9K 0.24% 82
2018
Q4 		$1.81M Sell
18,605
-490
-3% -$53.1K 0.23% 86
2018
Q3 		$2.23M Sell
19,095
-5,793
-23% -$682K 0.24% 88
2018
Q2 		$2.64M Sell
24,888
-118
-0.5% -$13.3K 0.31% 77
2018
Q1 		$2.62M Sell
25,006
-2,021
-7% -$234K 0.32% 78
2017
Q4 		$3.22M Buy
27,027
+225
+0.8% +$26.4K 0.39% 69
2017
Q3 		$3.22M Sell
26,802
-70
-0.3% -$7.96K 0.42% 69
2017
Q2 		$2.97M Sell
26,872
-3,410
-11% -$364K 0.4% 71
2017
Q1 		$3.25M Sell
30,282
-1,000
-3% -$109K 0.46% 68
2016
Q4 		$3.59M Hold
31,282
– – 0.55% 62
2016
Q3 		$3.42M Sell
31,282
-150
-0.5% -$16.4K 0.51% 65
2016
Q2 		$3.39M Sell
31,432
-111
-0.4% -$11.6K 0.54% 66
2016
Q1 		$3.33M Sell
31,543
-200
-0.6% -$19.4K 0.53% 67
2015
Q4 		$3.06M Sell
31,743
-300
-0.9% -$30.6K 0.5% 68
2015
Q3 		$3.16M Buy
32,043
+300
+0.9% +$29.6K 0.55% 65
2015
Q2 		$3.08M Buy
31,743
+2,500
+9% +$248K 0.49% 72
2015
Q1 		$2.83M Buy
29,243
+12,690
+77% +$1.3M 0.46% 74
2014
Q4 		$1.84M Sell
16,553
-75
-0.5% -$7.91K 0.3% 85
2014
Q3 		$1.63M Buy
16,628
+150
+0.9% +$14.9K 0.27% 90
2014
Q2 		$1.69M Buy
16,478
+300
+2% +$30.1K 0.29% 86
2014
Q1 		$1.57M Buy
16,178
+1,500
+10% +$146K 0.28% 89
2013
Q4 		$1.54M Buy
14,678
+150
+1% +$14.8K 0.28% 83
2013
Q3 		$1.33M Buy
14,528
+275
+2% +$24.2K 0.27% 82
2013
Q2 		$1.23M Buy
+14,253
New +$1.22M 0.27% 83

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

Investment House LLC's UPS Position: Q2 2026 in Review

Investment House LLC increased its United Parcel Service (UPS) stake by 2.8% in Q2 2026, buying an estimated $7.8K and bringing the position to 2,750 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #200.

Investment House LLC first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.1M in Q1 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Investment House LLC held 2,750 shares of United Parcel Service worth $296K as of Q2 2026.
  • Investment House LLC bought 75 United Parcel Service shares in Q2 2026, an estimated $7.8K.
  • United Parcel Service made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #200 holding.
  • Investment House LLC first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's United Parcel Service position peaked at $19.1M in Q1 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.