Liberty Capital Management’s United Parcel Service UPS Stock Holding History

Liberty Capital 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	$242K	Buy	+2,250	New	+$234K	0.04%	172
2025 Q4	$228K	Sell	2,300 -700	-23%	-$65.5K	0.04%	169
2025 Q3	$251K	Hold	3,000	–	–	0.05%	158
2025 Q2	$303K	Hold	3,000	–	–	0.06%	139
2025 Q1	$330K	Sell	3,000 -35	-1%	-$4.18K	0.07%	129
2024 Q4	$383K	Sell	3,035 -500	-14%	-$65.8K	0.08%	120
2024 Q3	$482K	Hold	3,535	–	–	0.11%	112
2024 Q2	$484K	Hold	3,535	–	–	0.11%	111
2024 Q1	$525K	Sell	3,535 -19	-0.5%	-$2.89K	0.13%	108
2023 Q4	$559K	Hold	3,554	–	–	0.15%	100
2023 Q3	$554K	Sell	3,554 -100	-3%	-$17.3K	0.16%	94
2023 Q2	$655K	Hold	3,654	–	–	0.2%	88
2023 Q1	$709K	Hold	3,654	–	–	0.23%	85
2022 Q4	$635K	Sell	3,654 -150	-4%	-$26K	0.22%	88
2022 Q3	$614K	Sell	3,804 -46	-1%	-$8.71K	0.23%	82
2022 Q2	$703K	Hold	3,850	–	–	0.25%	79
2022 Q1	$826K	Hold	3,850	–	–	0.24%	82
2021 Q4	$825K	Sell	3,850 -50	-1%	-$10.2K	0.22%	85
2021 Q3	$710K	Sell	3,900 -30	-0.8%	-$5.92K	0.21%	86
2021 Q2	$817K	Sell	3,930 -100	-2%	-$20K	0.25%	82
2021 Q1	$685K	Sell	4,030 -57	-1%	-$9.22K	0.24%	82
2020 Q4	$688K	Buy	+4,087	New	+$690K	0.25%	80
2020 Q2	$454K	Hold	4,087	–	–	0.2%	83
2020 Q1	$382K	Sell	4,087 -121	-3%	-$12.5K	0.2%	83
2019 Q4	$493K	Hold	4,208	–	–	0.2%	90
2019 Q3	$504K	Sell	4,208 -447	-10%	-$51.1K	0.22%	85
2019 Q2	$481K	Hold	4,655	–	–	0.22%	90
2019 Q1	$520K	Hold	4,655	–	–	0.26%	77
2018 Q4	$454K	Sell	4,655 -1,000	-18%	-$108K	0.28%	74
2018 Q3	$660K	Hold	5,655	–	–	0.34%	62
2018 Q2	$601K	Sell	5,655 -25	-0.4%	-$2.81K	0.35%	65
2018 Q1	$594K	Sell	5,680 -50	-0.9%	-$5.78K	0.36%	68
2017 Q4	$768K	Hold	5,730	–	–	0.41%	59
2017 Q3	$686K	Buy	5,730 +1,800	+46%	+$205K	0.38%	65
2017 Q2	$433K	Buy	3,930 +850	+28%	+$90.9K	0.26%	82
2017 Q1	$330K	Hold	3,080	–	–	0.2%	95
2016 Q4	$354K	Hold	3,080	–	–	0.23%	88
2016 Q3	$334K	Hold	3,080	–	–	0.22%	89
2016 Q2	$332K	Sell	3,080 -325	-10%	-$33.8K	0.22%	88
2016 Q1	$359K	Sell	3,405 -1,125	-25%	-$109K	0.27%	76
2015 Q4	$436K	Sell	4,530 -125	-3%	-$12.8K	0.33%	70
2015 Q3	$459K	Sell	4,655 -2,995	-39%	-$296K	0.36%	72
2015 Q2	$741K	Buy	7,650 +25	+0.3%	+$2.48K	0.5%	63
2015 Q1	$739K	Sell	7,625 -125	-2%	-$12.8K	0.49%	64
2014 Q4	$862K	Sell	7,750 -1,195	-13%	-$126K	0.6%	59
2014 Q3	$879K	Buy	8,945 +45	+0.5%	+$4.47K	0.64%	59
2014 Q2	$914K	Sell	8,900 -85	-0.9%	-$8.54K	0.65%	61
2014 Q1	$875K	Sell	8,985 -20	-0.2%	-$1.95K	0.64%	61
2013 Q4	$946K	Sell	9,005 -110	-1%	-$10.8K	0.68%	58
2013 Q3	$833K	Buy	9,115 +250	+3%	+$22K	0.66%	59
2013 Q2	$767K	Buy	+8,865	New	+$760K	0.66%	59

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Liberty Capital Management's UPS Position: Q2 2026 in Review

Liberty Capital Management opened a new position in United Parcel Service (UPS) in Q2 2026: 2,250 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in UPS as recently as Q4 2025.

Liberty Capital Management first reported a position in UPS in Q2 2013 and has held it in 51 quarters since. The position peaked at $946K in Q4 2013. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Liberty Capital Management held 2,250 shares of United Parcel Service worth $242K as of Q2 2026.
United Parcel Service was a new Liberty Capital Management position in Q2 2026.
United Parcel Service made up 0.04% of Liberty Capital Management's portfolio in Q2 2026, its #172 holding.
Liberty Capital Management first reported a position in United Parcel Service in Q2 2013 and has held it in 51 quarters since.
Liberty Capital Management's United Parcel Service position peaked at $946K in Q4 2013.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.