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UPS icon

InvesTrust’s United Parcel Service UPS Stock Holding History

InvesTrust’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 		$1.07M Sell
9,978
-222
-2% -$23.1K 0.41% 61
2026
Q1 		$1M Sell
10,200
-442
-4% -$47.4K 0.42% 62
2025
Q4 		$1.06M Sell
10,642
-3,033
-22% -$284K 0.41% 60
2025
Q3 		$1.14M Buy
13,675
+998
+8% +$90.4K 0.42% 60
2025
Q2 		$1.28M Sell
12,677
-26,906
-68% -$2.65M 0.49% 57
2025
Q1 		$4.35M Buy
39,583
+1,018
+3% +$122K 1.19% 44
2024
Q4 		$4.86M Buy
+38,565
New +$5.08M 1.35% 40

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

InvesTrust's UPS Position: Q2 2026 in Review

InvesTrust reduced its United Parcel Service (UPS) stake by 2.2% in Q2 2026, selling an estimated $23.1K and leaving 9,978 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #61.

InvesTrust first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.86M in Q4 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • InvesTrust held 9,978 shares of United Parcel Service worth $1.07M as of Q2 2026.
  • InvesTrust sold 222 United Parcel Service shares in Q2 2026, an estimated $23.1K.
  • United Parcel Service made up 0.41% of InvesTrust's portfolio in Q2 2026, its #61 holding.
  • InvesTrust first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's United Parcel Service position peaked at $4.86M in Q4 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.