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Lawood & Co’s United Parcel Service UPS Stock Holding History

Lawood & 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 		$932K Sell
8,672
-1,763
-17% -$183K 0.63% 40
2026
Q1 		$1.03M Buy
10,435
+1,571
+18% +$168K 0.95% 34
2025
Q4 		$879K Buy
+8,864
New +$829K 0.83% 36

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

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

Lawood & Co reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $183K and leaving 8,672 shares worth $932K. The position accounts for 0.63% of the portfolio, ranked #40.

Lawood & Co first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lawood & Co held 8,672 shares of United Parcel Service worth $932K as of Q2 2026.
  • Lawood & Co sold 1,763 United Parcel Service shares in Q2 2026, an estimated $183K.
  • United Parcel Service made up 0.63% of Lawood & Co's portfolio in Q2 2026, its #40 holding.
  • Lawood & Co first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • Lawood & Co's United Parcel Service position peaked at $1.03M in Q1 2026.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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