Koshinski Asset Management
UPS icon

Koshinski Asset Management’s United Parcel Service UPS Stock Holding History

Koshinski Asset 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 		$4.95M Buy
46,078
+183
+0.4% +$19K 0.26% 85
2026
Q1 		$4.52M Sell
45,895
-28
-0.1% -$3K 0.28% 81
2025
Q4 		$4.56M Buy
45,923
+307
+0.7% +$28.7K 0.29% 73
2025
Q3 		$3.81M Sell
45,616
-1,665
-4% -$151K 0.26% 84
2025
Q2 		$4.77M Buy
47,281
+108
+0.2% +$10.6K 0.36% 54
2025
Q1 		$5.19M Buy
47,173
+409
+0.9% +$48.9K 0.44% 43
2024
Q4 		$5.9B Buy
46,764
+66
+0.1% +$8.69K 0.5% 37
2024
Q3 		$6.37M Sell
46,698
-187
-0.4% -$24.6K 0.55% 35
2024
Q2 		$6.3M Sell
46,885
-146
-0.3% -$20.9K 0.58% 29
2024
Q1 		$6.99M Buy
47,031
+43,822
+1,366% +$6.66M 0.72% 22
2023
Q4 		$505K Sell
3,209
-43,189
-93% -$6.53M 0.08% 276
2023
Q3 		$7.23M Sell
46,398
-409
-0.9% -$70.6K 0.83% 23
2023
Q2 		$8.39M Sell
46,807
-2,544
-5% -$452K 0.9% 18
2023
Q1 		$9.57M Buy
49,351
+1,299
+3% +$238K 0.93% 21
2022
Q4 		$8.35M Buy
48,052
+77
+0.2% +$13.3K 0.81% 19
2022
Q3 		$7.75M Sell
47,975
-135
-0.3% -$25.6K 0.93% 15
2022
Q2 		$8.78M Sell
48,110
-78
-0.2% -$14.2K 0.87% 19
2022
Q1 		$10.3M Buy
48,188
+318
+0.7% +$67.6K 0.85% 19
2021
Q4 		$10.3M Buy
47,870
+59
+0.1% +$12K 0.83% 18
2021
Q3 		$8.71M Buy
47,811
+1,299
+3% +$256K 0.76% 18
2021
Q2 		$9.67M Sell
46,512
-4,447
-9% -$890K 1.22% 14
2021
Q1 		$8.66M Buy
50,959
+42,289
+488% +$6.84M 0.92% 16
2020
Q4 		$1.46M Buy
8,670
+2,843
+49% +$480K 0.19% 137
2020
Q3 		$1.03K Buy
5,827
+497
+9% +$72.4K 0.14% 172
2020
Q2 		$593K Sell
5,330
-342
-6% -$34.1K 0.1% 244
2020
Q1 		$530K Buy
5,672
+959
+20% +$99.4K 0.11% 233
2019
Q4 		$549K Buy
4,713
+1,802
+62% +$213K 0.09% 289
2019
Q3 		$349K Buy
2,911
+820
+39% +$93.8K 0.24% 109
2019
Q2 		$216K Sell
2,091
-708
-25% -$73.6K 0.09% 245
2019
Q1 		$313 Sell
2,799
-4,912
-64% -$521K 0.08% 282
2018
Q4 		$752K Sell
7,711
-1,397
-15% -$151K 0.18% 166
2018
Q3 		$1.06M Buy
9,108
+4,286
+89% +$504K 0.15% 195
2018
Q2 		$512K Buy
4,822
+2
+0% +$225 0.16% 202
2018
Q1 		$505K Sell
4,820
-1,001
-17% -$116K 0.16% 207
2017
Q4 		$694K Buy
5,821
+2,366
+68% +$278K 0.17% 204
2017
Q3 		$415K Buy
3,455
+280
+9% +$31.8K 0.14% 230
2017
Q2 		$351K Buy
3,175
+957
+43% +$102K 0.13% 245
2017
Q1 		$238K Buy
2,218
+148
+7% +$16.2K 0.09% 282
2016
Q4 		$237K Buy
2,070
+195
+10% +$22K 0.12% 244
2016
Q3 		$205K Buy
+1,875
New +$205K 0.1% 266
2016
Q2 		– Sell
-1,976
Closed -$202K – 267
2016
Q1 		$202K Sell
1,976
-234
-11% -$22.7K 0.13% 214
2015
Q4 		$213K Sell
2,210
-382
-15% -$39K 0.15% 195
2015
Q3 		$251K Buy
2,592
+317
+14% +$31.3K 0.16% 181
2015
Q2 		$220K Buy
+2,275
New +$226K 0.14% 207
2015
Q1 		– Sell
-1,895
Closed -$211K – 244
2014
Q4 		$211K Buy
+1,895
New +$200K 0.12% 214

Other funds holding UPS

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
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

Koshinski Asset Management's UPS Position: Q2 2026 in Review

Koshinski Asset Management increased its United Parcel Service (UPS) stake by 0.4% in Q2 2026, buying an estimated $19K and bringing the position to 46,078 shares worth $4.95M. The position accounts for 0.26% of the portfolio, ranked #85.

Koshinski Asset Management first reported a position in UPS in Q4 2014 and has held it in 45 quarters since. The position peaked at $5.9B in Q4 2024. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Koshinski Asset Management held 46,078 shares of United Parcel Service worth $4.95M as of Q2 2026.
  • Koshinski Asset Management bought 183 United Parcel Service shares in Q2 2026, an estimated $19K.
  • United Parcel Service made up 0.26% of Koshinski Asset Management's portfolio in Q2 2026, its #85 holding.
  • Koshinski Asset Management first reported a position in United Parcel Service in Q4 2014 and has held it in 45 quarters since.
  • Koshinski Asset Management's United Parcel Service position peaked at $5.9B in Q4 2024.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.