IIM
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Ipswich Investment Management’s United Parcel Service UPS Stock Holding History

Ipswich 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 		$223K Hold
2,075
– – 0.05% 178
2026
Q1 		$204K Hold
2,075
– – 0.05% 182
2025
Q4 		$206K Sell
2,075
-350
-14% -$32.7K 0.05% 179
2025
Q3 		$203K Hold
2,425
– – 0.05% 181
2025
Q2 		$245K Hold
2,425
– – 0.06% 165
2025
Q1 		$267K Hold
2,425
– – 0.07% 161
2024
Q4 		$306K Sell
2,425
-40
-2% -$5.26K 0.07% 150
2024
Q3 		$336K Sell
2,465
-261
-10% -$34.3K 0.08% 150
2024
Q2 		$373K Sell
2,726
-208
-7% -$29.8K 0.09% 142
2024
Q1 		$436K Sell
2,934
-420
-13% -$63.8K 0.1% 137
2023
Q4 		$527K Sell
3,354
-3,168
-49% -$479K 0.13% 123
2023
Q3 		$1.02M Sell
6,522
-555
-8% -$95.8K 0.28% 83
2023
Q2 		$1.27M Buy
7,077
+173
+3% +$30.7K 0.33% 76
2023
Q1 		$1.34M Buy
6,904
+119
+2% +$21.8K 0.37% 70
2022
Q4 		$1.18M Sell
6,785
-260
-4% -$45K 0.34% 75
2022
Q3 		$1.14M Buy
7,045
+406
+6% +$76.9K 0.36% 74
2022
Q2 		$1.21M Buy
6,639
+5,574
+523% +$1.02M 0.35% 80
2022
Q1 		$228K Hold
1,065
– – 0.06% 178
2021
Q4 		$228K Buy
+1,065
New +$217K 0.05% 187
2021
Q3 		– Sell
-1,065
Closed -$221K – 199
2021
Q2 		$221K Buy
+1,065
New +$213K 0.06% 185
2019
Q1 		– Sell
-1,445
Closed -$141K – 371
2018
Q4 		$141K Buy
+1,445
New +$157K 0.05% 183
2016
Q2 		– Sell
-400
Closed -$41K – 312
2016
Q1 		$41K Buy
+400
New +$38.9K 0.02% 246

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

Ipswich Investment Management's UPS Position: Q2 2026 in Review

Ipswich Investment Management held its United Parcel Service (UPS) position steady in Q2 2026 at 2,075 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #178.

Ipswich Investment Management first reported a position in UPS in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.34M in Q1 2023. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Ipswich Investment Management held 2,075 shares of United Parcel Service worth $223K as of Q2 2026.
  • Ipswich Investment Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.05% of Ipswich Investment Management's portfolio in Q2 2026, its #178 holding.
  • Ipswich Investment Management first reported a position in United Parcel Service in Q1 2016 and has held it in 22 quarters since.
  • Ipswich Investment Management's United Parcel Service position peaked at $1.34M in Q1 2023.
  • 926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.