MAM
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Marquette Asset Management’s United Parcel Service UPS Stock Holding History

Marquette Asset 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 		$62.6K Sell
582
-65
-10% -$6.76K 0.01% 157
2026
Q1 		$63.7K Sell
647
-424
-40% -$45.5K 0.01% 94
2025
Q4 		$106K Buy
1,071
+972
+982% +$90.9K 0.02% 75
2025
Q3 		$8.27K Buy
99
+71
+254% +$6.43K ﹤0.01% 241
2025
Q2 		$2.83K Hold
28
– – ﹤0.01% 126
2025
Q1 		$3.08K Hold
28
– – ﹤0.01% 129
2024
Q4 		$3.53K Hold
28
– – ﹤0.01% 182
2024
Q3 		$3.82K Hold
28
– – ﹤0.01% 219
2024
Q2 		$3.83K Hold
28
– – ﹤0.01% 179
2024
Q1 		$4.16K Hold
28
– – ﹤0.01% 182
2023
Q4 		$4.4K Hold
28
– – ﹤0.01% 182
2023
Q3 		$4.37K Hold
28
– – ﹤0.01% 256
2023
Q2 		$5.02K Hold
28
– – ﹤0.01% 266
2023
Q1 		$5.43K Hold
28
– – ﹤0.01% 189
2022
Q4 		$4.87K Sell
28
-120
-81% -$20.8K ﹤0.01% 193
2022
Q3 		$24K Sell
148
-28
-16% -$5.3K 0.01% 172
2022
Q2 		$32K Hold
176
– – 0.01% 185
2022
Q1 		$38K Buy
176
+86
+96% +$18.3K 0.01% 203
2021
Q4 		$19K Hold
90
– – ﹤0.01% 231
2021
Q3 		$16K Hold
90
– – ﹤0.01% 229
2021
Q2 		$19K Sell
90
-300
-77% -$60K ﹤0.01% 210
2021
Q1 		$66K Hold
390
– – 0.02% 148
2020
Q4 		$66K Hold
390
– – 0.02% 147
2020
Q3 		$65K Sell
390
-250
-39% -$36.4K 0.02% 125
2020
Q2 		$71K Hold
640
– – 0.02% 132
2020
Q1 		$60K Buy
640
+300
+88% +$31.1K 0.02% 140
2019
Q4 		$40K Hold
340
– – 0.01% 150
2019
Q3 		$41K Hold
340
– – 0.01% 159
2019
Q2 		$35K Hold
340
– – 0.01% 168
2019
Q1 		$38K Buy
+340
New +$36.1K 0.01% 167

Other funds holding UPS

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Marquette Asset Management's UPS Position: Q2 2026 in Review

Marquette Asset Management reduced its United Parcel Service (UPS) stake by 10% in Q2 2026, selling an estimated $6.76K and leaving 582 shares worth $62.6K. The position accounts for 0.01% of the portfolio, ranked #157.

Marquette Asset Management first reported a position in UPS in Q1 2019 and has held it in 30 quarters since. The position peaked at $106K in Q4 2025. 829 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Marquette Asset Management held 582 shares of United Parcel Service worth $62.6K as of Q2 2026.
  • Marquette Asset Management sold 65 United Parcel Service shares in Q2 2026, an estimated $6.76K.
  • United Parcel Service made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #157 holding.
  • Marquette Asset Management first reported a position in United Parcel Service in Q1 2019 and has held it in 30 quarters since.
  • Marquette Asset Management's United Parcel Service position peaked at $106K in Q4 2025.
  • 829 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.