JF
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Joule Financial’s United Parcel Service UPS Stock Holding History

Joule Financial’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 		$201K Buy
+1,869
New +$194K 0.05% 115
2025
Q4 		– Sell
-2,545
Closed -$213K – 116
2025
Q3 		$213K Buy
2,545
+12
+0.5% +$1.09K 0.06% 109
2025
Q2 		$256K Buy
2,533
+124
+5% +$12.2K 0.08% 95
2025
Q1 		$265K Sell
2,409
-208
-8% -$24.9K 0.09% 88
2024
Q4 		$330K Sell
2,617
-260
-9% -$34.2K 0.12% 77
2024
Q3 		$392K Buy
2,877
+153
+6% +$20.1K 0.14% 74
2024
Q2 		$373K Buy
2,724
+163
+6% +$23.3K 0.15% 75
2024
Q1 		$381K Buy
2,561
+62
+2% +$9.42K 0.16% 72
2023
Q4 		$393K Sell
2,499
-70
-3% -$10.6K 0.18% 69
2023
Q3 		$400K Buy
2,569
+1,261
+96% +$218K 0.2% 66
2023
Q2 		$234K Buy
+1,308
New +$232K 0.12% 91

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

Joule Financial's UPS Position: Q2 2026 in Review

Joule Financial opened a new position in United Parcel Service (UPS) in Q2 2026: 1,869 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #115 among its holdings. This is a return to the name: Joule Financial previously reported a position in UPS as recently as Q3 2025.

Joule Financial first reported a position in UPS in Q2 2023 and has held it in 11 quarters since. The position peaked at $400K in Q3 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Joule Financial held 1,869 shares of United Parcel Service worth $201K as of Q2 2026.
  • United Parcel Service was a new Joule Financial position in Q2 2026.
  • United Parcel Service made up 0.05% of Joule Financial's portfolio in Q2 2026, its #115 holding.
  • Joule Financial first reported a position in United Parcel Service in Q2 2023 and has held it in 11 quarters since.
  • Joule Financial's United Parcel Service position peaked at $400K in Q3 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.