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Latitude Advisors’s United Parcel Service UPS Stock Holding History

Latitude Advisors’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 		$256K Buy
2,380
+197
+9% +$20.5K 0.1% 214
2026
Q1 		$215K Buy
+2,183
New +$234K 0.1% 204
2025
Q1 		– Sell
-1,940
Closed -$245K – 200
2024
Q4 		$245K Buy
1,940
+120
+7% +$15.8K 0.14% 158
2024
Q3 		$248K Buy
1,820
+97
+6% +$12.7K 0.14% 157
2024
Q2 		$236K Sell
1,723
-49
-3% -$7.02K 0.14% 150
2024
Q1 		$263K Buy
1,772
+158
+10% +$24K 0.16% 125
2023
Q4 		$254K Sell
1,614
-385
-19% -$58.2K 0.18% 133
2023
Q3 		$312K Sell
1,999
-183
-8% -$31.6K 0.22% 107
2023
Q2 		$391K Buy
2,182
+174
+9% +$30.9K 0.27% 89
2023
Q1 		$390K Buy
2,008
+272
+16% +$49.9K 0.28% 100
2022
Q4 		$302K Buy
1,736
+102
+6% +$17.7K 0.23% 107
2022
Q3 		$264K Sell
1,634
-17
-1% -$3.22K 0.22% 108
2022
Q2 		$301K Sell
1,651
-3,116
-65% -$568K 0.28% 97
2022
Q1 		$1.02M Buy
4,767
+2,673
+128% +$568K 0.23% 94
2021
Q4 		$449K Buy
2,094
+16
+0.8% +$3.25K 0.13% 168
2021
Q3 		$378K Buy
2,078
+958
+86% +$189K 0.12% 172
2021
Q2 		$233K Sell
1,120
-92
-8% -$18.4K 0.17% 141
2021
Q1 		$206K Sell
1,212
-31
-2% -$5.01K 0.17% 152
2020
Q4 		$209K Buy
+1,243
New +$210K 0.19% 126

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

Latitude Advisors's UPS Position: Q2 2026 in Review

Latitude Advisors increased its United Parcel Service (UPS) stake by 9% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,380 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #214.

Latitude Advisors first reported a position in UPS in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2022. 930 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Latitude Advisors held 2,380 shares of United Parcel Service worth $256K as of Q2 2026.
  • Latitude Advisors bought 197 United Parcel Service shares in Q2 2026, an estimated $20.5K.
  • United Parcel Service made up 0.1% of Latitude Advisors's portfolio in Q2 2026, its #214 holding.
  • Latitude Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 19 quarters since.
  • Latitude Advisors's United Parcel Service position peaked at $1.02M in Q1 2022.
  • 930 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.