Johnson Financial Group Inc (Wisconsin)’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $641K | Sell |
6,517
-487
| -7% | -$52.2K | 0.02% | 211 |
|
|
2025
Q4 | $695K | Sell |
7,004
-35
| -0.5% | -$3.27K | 0.03% | 204 |
|
|
2025
Q3 | $588K | Buy |
7,039
+6,120
| +666% | +$554K | 0.02% | 231 |
|
|
2025
Q2 | $92.8K | Sell |
919
-535
| -37% | -$52.6K | ﹤0.01% | 386 |
|
|
2025
Q1 | $160K | Buy |
1,454
+437
| +43% | +$52.3K | 0.01% | 394 |
|
|
2024
Q4 | $116K | Sell |
1,017
-7,992
| -89% | -$1.05M | 0.01% | 351 |
|
|
2024
Q3 | $1.23M | Buy |
9,009
+523
| +6% | +$68.7K | 0.06% | 144 |
|
|
2024
Q2 | $1.16M | Buy |
8,486
+1,676
| +25% | +$240K | 0.06% | 136 |
|
|
2024
Q1 | $1.01M | Buy |
6,810
+2,342
| +52% | +$356K | 0.05% | 117 |
|
|
2023
Q4 | $703K | Sell |
4,468
-2,885
| -39% | -$436K | 0.04% | 149 |
|
|
2023
Q3 | $1.15M | Sell |
7,353
-52
| -0.7% | -$8.98K | 0.08% | 101 |
|
|
2023
Q2 | $1.33M | Buy |
7,405
+1,455
| +24% | +$258K | 0.09% | 98 |
|
|
2023
Q1 | $1.15M | Buy |
5,950
+1,316
| +28% | +$241K | 0.08% | 106 |
|
|
2022
Q4 | $806K | Sell |
4,634
-257
| -5% | -$44.5K | 0.06% | 126 |
|
|
2022
Q3 | $821K | Sell |
4,891
-1,378
| -22% | -$261K | 0.08% | 118 |
|
|
2022
Q2 | $1.14M | Sell |
6,269
-14,776
| -70% | -$2.7M | 0.08% | 108 |
|
|
2022
Q1 | $4.51M | Buy |
21,045
+4,342
| +26% | +$923K | 0.32% | 36 |
|
|
2021
Q4 | $3.58M | Buy |
16,703
+318
| +2% | +$64.7K | 0.23% | 45 |
|
|
2021
Q3 | $2.98M | Sell |
16,385
-280
| -2% | -$55.3K | 0.2% | 52 |
|
|
2021
Q2 | $3.47M | Sell |
16,665
-146
| -0.9% | -$29.2K | 0.23% | 49 |
|
|
2021
Q1 | $2.86M | Sell |
16,811
-347
| -2% | -$56.1K | 0.19% | 55 |
|
|
2020
Q4 | $2.89M | Buy |
17,158
+434
| +3% | +$73.2K | 0.25% | 50 |
|
|
2020
Q3 | $2.79M | Buy |
16,724
+14,953
| +844% | +$2.18M | 0.28% | 50 |
|
|
2020
Q2 | $196K | Buy |
1,771
+753
| +74% | +$75.2K | 0.02% | 182 |
|
|
2020
Q1 | $96K | Sell |
1,018
-111
| -10% | -$11.5K | 0.01% | 240 |
|
|
2019
Q4 | $132K | Sell |
1,129
-14,663
| -93% | -$1.74M | 0.01% | 241 |
|
|
2019
Q3 | $1.89M | Buy |
15,792
+14,257
| +929% | +$1.63M | 0.17% | 90 |
|
|
2019
Q2 | $158K | Buy |
1,535
+68
| +5% | +$7.07K | 0.01% | 239 |
|
|
2019
Q1 | $164K | Sell |
1,467
-1,115
| -43% | -$118K | 0.01% | 228 |
|
|
2018
Q4 | $252K | Sell |
2,582
-745
| -22% | -$80.8K | 0.03% | 205 |
|
|
2018
Q3 | $388K | Sell |
3,327
-443
| -12% | -$52.1K | 0.04% | 189 |
|
|
2018
Q2 | $400K | Sell |
3,770
-4,887
| -56% | -$549K | 0.04% | 180 |
|
|
2018
Q1 | $906K | Sell |
8,657
-3,745
| -30% | -$433K | 0.11% | 128 |
|
|
2017
Q4 | $1.48M | Sell |
12,402
-4,773
| -28% | -$561K | 0.18% | 100 |
|
|
2017
Q3 | $2.06M | Sell |
17,175
-3,198
| -16% | -$364K | 0.27% | 72 |
|
|
2017
Q2 | $2.25M | Sell |
20,373
-2,727
| -12% | -$291K | 0.32% | 67 |
|
|
2017
Q1 | $2.48M | Sell |
23,100
-2,243
| -9% | -$245K | 0.31% | 72 |
|
|
2016
Q4 | $2.91M | Buy |
25,343
+904
| +4% | +$102K | 0.4% | 60 |
|
|
2016
Q3 | $2.67M | Buy |
24,439
+1,462
| +6% | +$160K | 0.36% | 65 |
|
|
2016
Q2 | $2.48M | Buy |
22,977
+13,875
| +152% | +$1.44M | 0.34% | 70 |
|
|
2016
Q1 | $960K | Buy |
9,102
+4,881
| +116% | +$474K | 0.19% | 115 |
|
|
2015
Q4 | $407K | Sell |
4,221
-1,541
| -27% | -$157K | 0.08% | 181 |
|
|
2015
Q3 | $568K | Sell |
5,762
-7,264
| -56% | -$717K | 0.12% | 157 |
|
|
2015
Q2 | $1.26M | Sell |
13,026
-489
| -4% | -$48.6K | 0.26% | 91 |
|
|
2015
Q1 | $1.31M | Sell |
13,515
-349
| -3% | -$35.8K | 0.28% | 87 |
|
|
2014
Q4 | $1.54M | Sell |
13,864
-461
| -3% | -$48.6K | 0.36% | 71 |
|
|
2014
Q3 | $1.41M | Buy |
14,325
+8,775
| +158% | +$872K | 0.37% | 67 |
|
|
2014
Q2 | $569K | Buy |
5,550
+1,799
| +48% | +$181K | 0.15% | 142 |
|
|
2014
Q1 | $366K | Hold |
3,751
| – | – | 0.11% | 158 |
|
|
2013
Q4 | $395K | Sell |
3,751
-1,120
| -23% | -$110K | 0.11% | 153 |
|
|
2013
Q3 | $445K | Sell |
4,871
-3,222
| -40% | -$283K | 0.14% | 141 |
|
|
2013
Q2 | $700K | Buy |
+8,093
| New | +$694K | 0.19% | 97 |
|
Other funds holding UPS
VCM
VPM
Johnson Financial Group Inc (Wisconsin)'s UPS Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) reduced its United Parcel Service (UPS) stake by 7% in Q1 2026, selling an estimated $52.2K and leaving 6,517 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #211.
Johnson Financial Group Inc (Wisconsin) first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.51M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 6,517 shares of United Parcel Service worth $641K as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) sold 487 United Parcel Service shares in Q1 2026, an estimated $52.2K.
- United Parcel Service made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #211 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s United Parcel Service position peaked at $4.51M in Q1 2022.
- 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.