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Marshall Financial Group (Maryland)’s United Parcel Service UPS Stock Holding History

Marshall Financial Group (Maryland)’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 		$248K Sell
2,310
-17
-0.7% -$1.77K 0.04% 284
2026
Q1 		$229K Sell
2,327
-2,291
-50% -$246K 0.04% 273
2025
Q4 		$458K Sell
4,618
-57
-1% -$5.33K 0.09% 207
2025
Q3 		$391K Buy
+4,675
New +$423K 0.08% 194
2025
Q2 		– Sell
-1,943
Closed -$214K – 272
2025
Q1 		$214K Sell
1,943
-1
-0.1% -$120 0.05% 221
2024
Q4 		$245K Sell
1,944
-11
-0.6% -$1.45K 0.06% 201
2024
Q3 		$267K Buy
1,955
+200
+11% +$26.3K 0.06% 189
2024
Q2 		$240K Sell
1,755
-9
-0.5% -$1.29K 0.07% 156
2024
Q1 		$262K Sell
1,764
-13
-0.7% -$1.98K 0.08% 153
2023
Q4 		$279K Sell
1,777
-64
-3% -$9.68K 0.09% 153
2023
Q3 		$287K Sell
1,841
-4,242
-70% -$732K 0.1% 145
2023
Q2 		$1.09M Sell
6,083
-93
-2% -$16.5K 0.37% 64
2023
Q1 		$1.2M Sell
6,176
-17
-0.3% -$3.12K 0.43% 57
2022
Q4 		$1.08M Sell
6,193
-15
-0.2% -$2.6K 0.42% 77
2022
Q3 		$1M Hold
6,208
– – 0.42% 66
2022
Q2 		$1.13M Sell
6,208
-209
-3% -$38.1K 0.45% 61
2022
Q1 		$1.38M Sell
6,417
-13
-0.2% -$2.76K 0.56% 49
2021
Q4 		$1.38M Buy
6,430
+4,254
+195% +$865K 0.51% 60
2021
Q3 		$396K Buy
2,176
+73
+3% +$14.4K 0.2% 132
2021
Q2 		$437K Sell
2,103
-181
-8% -$36.2K 0.24% 126
2021
Q1 		$388K Sell
2,284
-160
-7% -$25.9K 0.23% 105
2020
Q4 		$412K Buy
+2,444
New +$412K 0.27% 97

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

Marshall Financial Group (Maryland)'s UPS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its United Parcel Service (UPS) stake by 0.73% in Q2 2026, selling an estimated $1.77K and leaving 2,310 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #284.

Marshall Financial Group (Maryland) first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q4 2021. 886 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,310 shares of United Parcel Service worth $248K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 17 United Parcel Service shares in Q2 2026, an estimated $1.77K.
  • United Parcel Service made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #284 holding.
  • Marshall Financial Group (Maryland) first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Marshall Financial Group (Maryland)'s United Parcel Service position peaked at $1.38M in Q4 2021.
  • 886 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.