JC
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Jacobs & Co’s United Parcel Service UPS Stock Holding History

Jacobs & Co’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 		$239K Sell
2,232
-495
-18% -$51.5K 0.02% 126
2026
Q1 		$268K Sell
2,727
-485
-15% -$52K 0.03% 113
2025
Q4 		$318K Sell
3,212
-350
-10% -$32.7K 0.03% 108
2025
Q3 		$297K Sell
3,562
-1,825
-34% -$165K 0.03% 110
2025
Q2 		$543K Sell
5,387
-76,701
-93% -$7.55M 0.05% 96
2025
Q1 		$9.03M Sell
82,088
-6,658
-8% -$796K 0.96% 44
2024
Q4 		$11.2M Buy
88,746
+691
+0.8% +$90.9K 1.14% 34
2024
Q3 		$12M Buy
88,055
+1,981
+2% +$260K 1.2% 33
2024
Q2 		$11.8M Buy
86,074
+4,644
+6% +$665K 1.23% 28
2024
Q1 		$12.1M Buy
81,430
+3,205
+4% +$487K 1.28% 31
2023
Q4 		$12.3M Buy
78,225
+1,169
+2% +$177K 1.4% 25
2023
Q3 		$12M Buy
77,056
+496
+0.6% +$85.6K 1.5% 22
2023
Q2 		$13.7M Sell
76,560
-1,397
-2% -$248K 1.63% 13
2023
Q1 		$15.1M Sell
77,957
-560
-0.7% -$103K 1.87% 8
2022
Q4 		$13.6M Buy
78,517
+117
+0.1% +$20.3K 1.78% 10
2022
Q3 		$12.7M Sell
78,400
-108
-0.1% -$20.4K 1.82% 11
2022
Q2 		$14.3M Sell
78,508
-3,203
-4% -$584K 1.92% 8
2022
Q1 		$17.5M Sell
81,711
-1,369
-2% -$291K 1.94% 6
2021
Q4 		$17.8M Sell
83,080
-35
-0% -$7.12K 1.85% 14
2021
Q3 		$15.1M Buy
83,115
+3,218
+4% +$635K 1.74% 15
2021
Q2 		$16.6M Sell
79,897
-2,195
-3% -$439K 1.92% 13
2021
Q1 		$14M Buy
82,092
+1,935
+2% +$313K 1.71% 17
2020
Q4 		$13.5M Sell
80,157
-1,242
-2% -$210K 1.75% 16
2020
Q3 		$13.6M Sell
81,399
-1,209
-1% -$176K 1.97% 13
2020
Q2 		$9.18M Buy
82,608
+2,616
+3% +$261K 1.49% 21
2020
Q1 		$7.47M Buy
79,992
+1,740
+2% +$180K 1.44% 23
2019
Q4 		$9.16M Buy
78,252
+211
+0.3% +$25K 1.39% 25
2019
Q3 		$9.35M Buy
78,041
+516
+0.7% +$59K 1.52% 23
2019
Q2 		$8.01M Buy
77,525
+3,754
+5% +$390K 1.29% 28
2019
Q1 		$8.24M Sell
73,771
-36
-0% -$3.82K 1.4% 27
2018
Q4 		$7.2M Sell
73,807
-1,485
-2% -$161K 1.42% 28
2018
Q3 		$8.79M Buy
75,292
+246
+0.3% +$29K 1.49% 23
2018
Q2 		$7.97M Buy
75,046
+1,157
+2% +$130K 1.44% 22
2018
Q1 		$7.73M Buy
73,889
+635
+0.9% +$73.4K 1.43% 25
2017
Q4 		$8.69M Buy
73,254
+376
+0.5% +$44.2K 1.57% 20
2017
Q3 		$8.75M Sell
72,878
-63
-0.1% -$7.16K 1.65% 13
2017
Q2 		$8.07M Buy
72,941
+2,429
+3% +$260K 1.59% 18
2017
Q1 		$7.57M Buy
70,512
+2,368
+3% +$259K 1.55% 21
2016
Q4 		$7.81M Buy
68,144
+238
+0.4% +$26.8K 1.69% 17
2016
Q3 		$7.43M Buy
67,906
+120
+0.2% +$13.1K 1.66% 20
2016
Q2 		$7.3M Buy
67,786
+915
+1% +$95.2K 1.72% 18
2016
Q1 		$7.05M Sell
66,871
-815
-1% -$79.2K 1.7% 18
2015
Q4 		$6.29M Buy
67,686
+1,375
+2% +$140K 1.63% 22
2015
Q3 		$6.54M Buy
66,311
+3,838
+6% +$379K 1.74% 13
2015
Q2 		$6.05M Buy
62,473
+5,910
+10% +$587K 1.52% 22
2015
Q1 		$5.48M Buy
56,563
+5,890
+12% +$604K 1.39% 28
2014
Q4 		$5.63M Buy
50,673
+2,375
+5% +$251K 1.48% 23
2014
Q3 		$4.75M Buy
48,298
+780
+2% +$77.5K 1.34% 24
2014
Q2 		$4.88M Sell
47,518
-296
-0.6% -$29.7K 1.41% 23
2014
Q1 		$4.66M Sell
47,814
-76
-0.2% -$7.41K 1.44% 22
2013
Q4 		$5.03M Sell
47,890
-853
-2% -$84K 1.61% 19
2013
Q3 		$4.45M Sell
48,743
-450
-0.9% -$39.6K 1.55% 22
2013
Q2 		$4.25M Buy
+49,193
New +$4.22M 1.54% 22

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

Jacobs & Co's UPS Position: Q2 2026 in Review

Jacobs & Co reduced its United Parcel Service (UPS) stake by 18% in Q2 2026, selling an estimated $51.5K and leaving 2,232 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #126.

Jacobs & Co first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.8M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Jacobs & Co held 2,232 shares of United Parcel Service worth $239K as of Q2 2026.
  • Jacobs & Co sold 495 United Parcel Service shares in Q2 2026, an estimated $51.5K.
  • United Parcel Service made up 0.02% of Jacobs & Co's portfolio in Q2 2026, its #126 holding.
  • Jacobs & Co first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Jacobs & Co's United Parcel Service position peaked at $17.8M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.