IAG
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Ipsen Advisor Group’s United Parcel Service UPS Stock Holding History

Ipsen Advisor Group’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 		$662K Sell
6,159
-39
-0.6% -$4.05K 0.43% 58
2026
Q1 		$610K Buy
6,198
+528
+9% +$56.6K 0.43% 64
2025
Q4 		$562K Buy
5,670
+95
+2% +$8.89K 0.4% 66
2025
Q3 		$466K Buy
5,575
+896
+19% +$81.2K 0.34% 75
2025
Q2 		$472K Buy
4,679
+441
+10% +$43.4K 0.36% 72
2025
Q1 		$466K Buy
+4,238
New +$507K 0.4% 64
2022
Q4 		$397K Buy
+2,284
New +$395K 0.46% 57

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

Ipsen Advisor Group's UPS Position: Q2 2026 in Review

Ipsen Advisor Group reduced its United Parcel Service (UPS) stake by 0.63% in Q2 2026, selling an estimated $4.05K and leaving 6,159 shares worth $662K. The position accounts for 0.43% of the portfolio, ranked #58.

Ipsen Advisor Group first reported a position in UPS in Q4 2022 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Ipsen Advisor Group held 6,159 shares of United Parcel Service worth $662K as of Q2 2026.
  • Ipsen Advisor Group sold 39 United Parcel Service shares in Q2 2026, an estimated $4.05K.
  • United Parcel Service made up 0.43% of Ipsen Advisor Group's portfolio in Q2 2026, its #58 holding.
  • Ipsen Advisor Group first reported a position in United Parcel Service in Q4 2022 and has held it in 7 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.