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Leelyn Smith’s United Parcel Service UPS Stock Holding History

Leelyn Smith’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 		$3.12M Buy
29,026
+968
+3% +$101K 0.38% 79
2026
Q1 		$2.76M Buy
28,058
+2,564
+10% +$275K 0.39% 72
2025
Q4 		$2.53M Sell
25,494
-564
-2% -$52.8K 0.37% 76
2025
Q3 		$2.18M Buy
26,058
+2,801
+12% +$254K 0.33% 79
2025
Q2 		$2.35M Buy
23,257
+1,330
+6% +$131K 0.39% 75
2025
Q1 		$2.41M Buy
21,927
+862
+4% +$103K 0.43% 68
2024
Q4 		$2.66M Buy
+21,065
New +$2.77M 0.47% 54
2023
Q1 		– Sell
-768
Closed -$134K – 411
2022
Q4 		$134K Buy
768
+407
+113% +$70.5K 0.04% 126
2022
Q3 		$58K Hold
361
– – 0.02% 144
2022
Q2 		$66K Sell
361
-10
-3% -$1.82K 0.02% 181
2022
Q1 		$80K Buy
371
+10
+3% +$2.13K 0.02% 174
2021
Q4 		$77K Sell
361
-35
-9% -$7.12K 0.02% 184
2021
Q3 		$72K Buy
396
+35
+10% +$6.91K 0.02% 186
2021
Q2 		$75K Sell
361
-51
-12% -$10.2K 0.02% 185
2021
Q1 		$70K Sell
412
-1,267
-75% -$205K 0.02% 196
2020
Q4 		$283K Sell
1,679
-9,599
-85% -$1.62M 0.09% 104
2020
Q3 		$1.88M Sell
11,278
-425
-4% -$61.9K 0.66% 37
2020
Q2 		$1.3M Buy
11,703
+523
+5% +$52.2K 0.54% 53
2020
Q1 		$1.04M Buy
11,180
+2,167
+24% +$225K 0.56% 54
2019
Q4 		$1.05K Buy
+9,013
New +$1.07M 0.51% 62

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

Leelyn Smith's UPS Position: Q2 2026 in Review

Leelyn Smith increased its United Parcel Service (UPS) stake by 3.4% in Q2 2026, buying an estimated $101K and bringing the position to 29,026 shares worth $3.12M. The position accounts for 0.38% of the portfolio, ranked #79.

Leelyn Smith first reported a position in UPS in Q4 2019 and has held it in 20 quarters since. 887 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Leelyn Smith held 29,026 shares of United Parcel Service worth $3.12M as of Q2 2026.
  • Leelyn Smith bought 968 United Parcel Service shares in Q2 2026, an estimated $101K.
  • United Parcel Service made up 0.38% of Leelyn Smith's portfolio in Q2 2026, its #79 holding.
  • Leelyn Smith first reported a position in United Parcel Service in Q4 2019 and has held it in 20 quarters since.
  • 887 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.