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Legacy Advisors’s United Parcel Service UPS Stock Holding History

Legacy 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 		$579K Buy
5,385
+42
+0.8% +$4.37K 0.05% 172
2026
Q1 		$526K Buy
5,343
+107
+2% +$11.5K 0.06% 154
2025
Q4 		$519K Buy
5,236
+274
+6% +$25.6K 0.06% 164
2025
Q3 		$414K Buy
+4,962
New +$449K 0.05% 171
2025
Q2 		– Sell
-11,286
Closed -$1.24M – 379
2025
Q1 		$1.24M Sell
11,286
-515
-4% -$61.6K 0.13% 134
2024
Q4 		$1.49M Buy
11,801
+19
+0.2% +$2.5K 0.14% 107
2024
Q3 		$1.61M Sell
11,782
-18
-0.2% -$2.36K 0.17% 97
2024
Q2 		$1.61M Sell
11,800
-816
-6% -$117K 0.2% 88
2024
Q1 		$1.88M Sell
12,616
-5,133
-29% -$780K 0.24% 80
2023
Q4 		$2.79M Sell
17,749
-5,969
-25% -$902K 0.36% 60
2023
Q3 		$3.7M Sell
23,718
-6,891
-23% -$1.19M 0.6% 35
2023
Q2 		$5.49M Sell
30,609
-1,206
-4% -$214K 0.81% 20
2023
Q1 		$6.17M Buy
31,815
+1,919
+6% +$352K 1.14% 14
2022
Q4 		$5.2M Buy
29,896
+3,610
+14% +$625K 0.95% 14
2022
Q3 		$4.25M Buy
26,286
+4,512
+21% +$854K 0.94% 15
2022
Q2 		$3.98M Buy
21,774
+2,245
+11% +$409K 0.84% 14
2022
Q1 		$4.19M Buy
19,529
+14,517
+290% +$3.08M 0.81% 17
2021
Q4 		$1.07M Sell
5,012
-75
-1% -$15.3K 0.39% 38
2021
Q3 		$926K Buy
5,087
+39
+0.8% +$7.7K 0.37% 44
2021
Q2 		$1.05M Sell
5,048
-1,562
-24% -$313K 0.43% 38
2021
Q1 		$1.12M Buy
6,610
+20
+0.3% +$3.23K 0.5% 33
2020
Q4 		$1.11M Sell
6,590
-294
-4% -$49.6K 0.63% 33
2020
Q3 		$1.15M Buy
6,884
+334
+5% +$48.6K 0.76% 28
2020
Q2 		$728K Sell
6,550
-1,756
-21% -$175K 0.58% 38
2020
Q1 		$776K Sell
8,306
-485
-6% -$50.2K 0.78% 32
2019
Q4 		$1.03M Sell
8,791
-259
-3% -$30.7K 0.65% 36
2019
Q3 		$1.08M Buy
9,050
+389
+4% +$44.5K 0.81% 34
2019
Q2 		$894K Sell
8,661
-4,601
-35% -$479K 0.6% 37
2019
Q1 		$1.48M Buy
13,262
+6,358
+92% +$674K 0.48% 47
2018
Q4 		$673K Sell
6,904
-887
-11% -$96.2K 0.51% 46
2018
Q3 		$910K Buy
7,791
+1,235
+19% +$145K 0.45% 66
2018
Q2 		$696K Buy
6,556
+23
+0.4% +$2.58K 0.52% 40
2018
Q1 		$701K Buy
6,533
+3,053
+88% +$353K 0.52% 39
2017
Q4 		$414K Sell
3,480
-50
-1% -$5.88K 0.4% 38
2017
Q3 		$423K Buy
3,530
+1,510
+75% +$172K 0.47% 35
2017
Q2 		$223K Hold
2,020
– – 0.28% 42
2017
Q1 		$216K Hold
2,020
– – 0.29% 38
2016
Q4 		$231K Buy
+2,020
New +$228K 0.32% 39

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

Legacy Advisors's UPS Position: Q2 2026 in Review

Legacy Advisors increased its United Parcel Service (UPS) stake by 0.79% in Q2 2026, buying an estimated $4.37K and bringing the position to 5,385 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #172.

Legacy Advisors first reported a position in UPS in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.17M in Q1 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Legacy Advisors held 5,385 shares of United Parcel Service worth $579K as of Q2 2026.
  • Legacy Advisors bought 42 United Parcel Service shares in Q2 2026, an estimated $4.37K.
  • United Parcel Service made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #172 holding.
  • Legacy Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's United Parcel Service position peaked at $6.17M in Q1 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.