IP
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Isthmus Partners’s United Parcel Service UPS Stock Holding History

Isthmus Partners’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 		$13.9M Buy
129,683
+986
+0.8% +$102K 1.35% 24
2026
Q1 		$12.7M Buy
128,697
+6,323
+5% +$678K 1.33% 29
2025
Q4 		$12.1M Sell
122,374
-574
-0.5% -$53.7K 1.35% 27
2025
Q3 		$10.3M Sell
122,948
-2,081
-2% -$188K 2.28% 19
2025
Q2 		$12.6M Buy
125,029
+24,392
+24% +$2.4M 1.47% 28
2025
Q1 		$11.1M Buy
100,637
+14,927
+17% +$1.78M 1.39% 34
2024
Q4 		$10.8M Sell
85,710
-15,437
-15% -$2.03M 1.31% 36
2024
Q3 		$13.8M Buy
101,147
+3,090
+3% +$406K 1.64% 25
2024
Q2 		$13.4M Buy
98,057
+465
+0.5% +$66.6K 1.58% 15
2024
Q1 		$14.5M Buy
97,592
+29,184
+43% +$4.44M 1.65% 15
2023
Q4 		$10.8M Buy
68,408
+3,297
+5% +$498K 1.4% 34
2023
Q3 		$10.1M Buy
65,111
+498
+0.8% +$86K 1.46% 26
2023
Q2 		$11.6M Buy
64,613
+1,557
+2% +$276K 1.58% 17
2023
Q1 		$12.2M Buy
63,056
+2,276
+4% +$417K 1.72% 10
2022
Q4 		$10.6M Sell
60,780
-2,350
-4% -$407K 1.59% 14
2022
Q3 		$10.2M Buy
63,130
+190
+0.3% +$36K 1.76% 12
2022
Q2 		$11.5M Buy
62,940
+1,374
+2% +$251K 2.14% 8
2022
Q1 		$13.2M Buy
61,566
+832
+1% +$177K 2.17% 5
2021
Q4 		$13M Sell
60,734
-307
-0.5% -$62.4K 2.18% 8
2021
Q3 		$11.1M Sell
61,041
-123
-0.2% -$24.3K 2.02% 6
2021
Q2 		$12.7M Sell
61,164
-4,449
-7% -$890K 2.24% 2
2021
Q1 		$11.2M Sell
65,613
-988
-1% -$160K 2.05% 5
2020
Q4 		$11.2M Sell
66,601
-1,410
-2% -$238K 2.28% 4
2020
Q3 		$11.3M Sell
68,011
-3,077
-4% -$448K 2.65% 3
2020
Q2 		$7.9M Buy
71,088
+4,177
+6% +$417K 1.95% 19
2020
Q1 		$6.25M Buy
66,911
+1,063
+2% +$110K 1.92% 21
2019
Q4 		$7.71M Sell
65,848
-5
-0% -$592 1.75% 31
2019
Q3 		$7.89M Sell
65,853
-433
-0.7% -$49.5K 1.87% 22
2019
Q2 		$6.84M Buy
+66,286
New +$6.89M 1.63% 33
2019
Q1 		– Sell
-50,173
Closed -$4.89M – 192
2018
Q4 		$4.89M Sell
50,173
-11,886
-19% -$1.29M 1.47% 32
2018
Q3 		$7.25M Buy
62,059
+907
+1% +$107K 1.83% 26
2018
Q2 		$6.5M Buy
61,152
+184
+0.3% +$20.7K 1.69% 33
2018
Q1 		$6.38M Buy
60,968
+56
+0.1% +$6.47K 1.72% 33
2017
Q4 		$7.26M Buy
60,912
+5,367
+10% +$631K 1.97% 20
2017
Q3 		$6.67M Buy
55,545
+574
+1% +$65.3K 1.87% 21
2017
Q2 		$6.08M Buy
+54,971
New +$5.88M 1.78% 30

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Isthmus Partners's UPS Position: Q2 2026 in Review

Isthmus Partners increased its United Parcel Service (UPS) stake by 0.77% in Q2 2026, buying an estimated $102K and bringing the position to 129,683 shares worth $13.9M. The position accounts for 1.35% of the portfolio, ranked #24.

Isthmus Partners first reported a position in UPS in Q2 2017 and has held it in 36 quarters since. The position peaked at $14.5M in Q1 2024. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Isthmus Partners held 129,683 shares of United Parcel Service worth $13.9M as of Q2 2026.
  • Isthmus Partners bought 986 United Parcel Service shares in Q2 2026, an estimated $102K.
  • United Parcel Service made up 1.35% of Isthmus Partners's portfolio in Q2 2026, its #24 holding.
  • Isthmus Partners first reported a position in United Parcel Service in Q2 2017 and has held it in 36 quarters since.
  • Isthmus Partners's United Parcel Service position peaked at $14.5M in Q1 2024.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.