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Loring Wolcott & Coolidge Fiduciary Advisors’s United Parcel Service UPS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$324K Sell
3,014
-350
-10% -$36.4K ﹤0.01% 275
2026
Q1 		$342K Buy
3,364
+24
+0.7% +$2.57K ﹤0.01% 269
2025
Q4 		$358K Buy
3,340
+40
+1% +$3.74K ﹤0.01% 267
2025
Q3 		$287K Sell
3,300
-400
-11% -$36.2K ﹤0.01% 289
2025
Q2 		$373K Hold
3,700
– – ﹤0.01% 230
2025
Q1 		$360K Sell
3,700
-900
-20% -$108K ﹤0.01% 230
2024
Q4 		$627K Sell
4,600
-31
-0.7% -$4.08K 0.01% 202
2024
Q3 		$641K Sell
4,631
-119
-3% -$15.6K 0.01% 199
2024
Q2 		$700K Hold
4,750
– – 0.01% 181
2024
Q1 		$690K Hold
4,750
– – 0.01% 179
2023
Q4 		$674K Sell
4,750
-187
-4% -$28.3K 0.01% 183
2023
Q3 		$701K Sell
4,937
-185
-4% -$31.9K 0.01% 172
2023
Q2 		$918K Sell
5,122
-28
-0.5% -$4.97K 0.01% 155
2023
Q1 		$999K Sell
5,150
-396
-7% -$72.6K 0.01% 153
2022
Q4 		$964K Sell
5,546
-600
-10% -$104K 0.01% 150
2022
Q3 		$993K Hold
6,146
– – 0.01% 145
2022
Q2 		$1.12M Buy
6,146
+578
+10% +$105K 0.01% 147
2022
Q1 		$1.19M Buy
5,568
+700
+14% +$149K 0.01% 147
2021
Q4 		$1.04M Hold
4,868
– – 0.01% 172
2021
Q3 		$886K Sell
4,868
-8
-0.2% -$1.58K 0.01% 175
2021
Q2 		$1.01M Buy
4,876
+1,093
+29% +$219K 0.01% 171
2021
Q1 		$643K Buy
3,783
+908
+32% +$147K 0.01% 191
2020
Q4 		$484K Hold
2,875
– – 0.01% 210
2020
Q3 		$479K Hold
2,875
– – 0.01% 192
2020
Q2 		$320K Hold
2,875
– – ﹤0.01% 211
2020
Q1 		$269K Sell
2,875
-475
-14% -$49.2K ﹤0.01% 218
2019
Q4 		$392K Buy
3,350
+274
+9% +$32.4K 0.01% 218
2019
Q3 		$369K Buy
3,076
+126
+4% +$14.4K 0.01% 217
2019
Q2 		$305K Hold
2,950
– – ﹤0.01% 227
2019
Q1 		$330K Sell
2,950
-800
-21% -$84.8K 0.01% 214
2018
Q4 		$366K Hold
3,750
– – 0.01% 213
2018
Q3 		$438K Hold
3,750
– – 0.01% 212
2018
Q2 		$398K Sell
3,750
-153
-4% -$17.2K 0.01% 220
2018
Q1 		$408K Buy
3,903
+290
+8% +$33.5K 0.01% 216
2017
Q4 		$430K Sell
3,613
-100
-3% -$11.8K 0.01% 210
2017
Q3 		$446K Buy
3,713
+25
+0.7% +$2.84K 0.01% 203
2017
Q2 		$407K Sell
3,688
-710
-16% -$75.9K 0.01% 208
2017
Q1 		$472K Hold
4,398
– – 0.01% 194
2016
Q4 		$504K Buy
4,398
+60
+1% +$6.76K 0.01% 191
2016
Q3 		$474K Sell
4,338
-125
-3% -$13.7K 0.01% 190
2016
Q2 		$481K Buy
4,463
+150
+3% +$15.6K 0.01% 188
2016
Q1 		$455K Sell
4,313
-6,040
-58% -$587K 0.01% 189
2015
Q4 		$996K Sell
10,353
-1,000
-9% -$102K 0.02% 155
2015
Q3 		$1.1M Hold
11,353
– – 0.03% 150
2015
Q2 		$1.1M Buy
11,353
+40
+0.4% +$3.97K 0.03% 150
2015
Q1 		$1.1M Sell
11,313
-565
-5% -$58K 0.03% 149
2014
Q4 		$1.32M Buy
11,878
+6,110
+106% +$645K 0.03% 138
2014
Q3 		$567K Buy
5,768
+100
+2% +$9.94K 0.02% 180
2014
Q2 		$582K Sell
5,668
-740
-12% -$74.3K 0.02% 181
2014
Q1 		$624K Sell
6,408
-1,025
-14% -$99.9K 0.02% 172
2013
Q4 		$781K Sell
7,433
-4,795
-39% -$472K 0.02% 160
2013
Q3 		$1.12M Sell
12,228
-5,284
-30% -$464K 0.03% 139
2013
Q2 		$1.51M Buy
+17,512
New +$1.5M 0.05% 130

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Loring Wolcott & Coolidge Fiduciary Advisors's UPS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its United Parcel Service (UPS) stake by 10% in Q2 2026, selling an estimated $36.4K and leaving 3,014 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.51M in Q2 2013. 1,064 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 3,014 shares of United Parcel Service worth $324K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 350 United Parcel Service shares in Q2 2026, an estimated $36.4K.
  • United Parcel Service made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #275 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's United Parcel Service position peaked at $1.51M in Q2 2013.
  • 1,064 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.