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Matthew Hamilton Rosenberg’s United Parcel Service UPS Stock Holding History

Matthew Hamilton Rosenberg’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 		$9.57K Sell
89
-1
-1% -$104 ﹤0.01% 636
2026
Q1 		$8.85K Sell
90
-803
-90% -$86.1K ﹤0.01% 633
2025
Q4 		$88.6K Buy
893
+818
+1,091% +$76.5K 0.02% 346
2025
Q3 		$6.26K Sell
75
-684
-90% -$62K ﹤0.01% 678
2025
Q2 		$76.6K Sell
759
-124
-14% -$12.2K 0.02% 383
2025
Q1 		$97.1K Hold
883
– – 0.02% 323
2024
Q4 		$111K Sell
883
-155
-15% -$20.4K 0.03% 289
2024
Q3 		$142K Sell
1,038
-58
-5% -$7.62K 0.04% 251
2024
Q2 		$149K Sell
1,096
-174
-14% -$24.9K 0.04% 225
2024
Q1 		$187K Sell
1,270
-32
-2% -$4.86K 0.05% 201
2023
Q4 		$205K Sell
1,302
-302
-19% -$45.7K 0.06% 173
2023
Q3 		$250K Buy
1,604
+60
+4% +$10.4K 0.08% 131
2023
Q2 		$277K Sell
1,544
-178
-10% -$31.6K 0.09% 123
2023
Q1 		$334K Hold
1,722
– – 0.11% 111
2022
Q4 		$299K Sell
1,722
-33
-2% -$5.71K 0.1% 126
2022
Q3 		$283K Buy
1,755
+440
+33% +$83.3K 0.11% 112
2022
Q2 		$243K Buy
1,315
+257
+24% +$46.9K 0.09% 138
2022
Q1 		$227K Buy
1,058
+14
+1% +$2.98K 0.08% 164
2021
Q4 		$224K Buy
1,044
+147
+16% +$29.9K 0.08% 168
2021
Q3 		$163K Buy
897
+15
+2% +$2.96K 0.06% 201
2021
Q2 		$183K Hold
882
– – 0.1% 149
2021
Q1 		$150K Hold
882
– – 0.09% 171
2020
Q4 		$148K Buy
882
+41
+5% +$6.92K 0.09% 154
2020
Q3 		$140K Hold
841
– – 0.1% 131
2020
Q2 		$94K Sell
841
-74
-8% -$7.39K 0.07% 208
2020
Q1 		$86K Buy
+915
New +$94.8K 0.09% 156

Other funds holding UPS

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
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

Matthew Hamilton Rosenberg's UPS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its United Parcel Service (UPS) stake by 1.1% in Q2 2026, selling an estimated $104 and leaving 89 shares worth $9.57K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Matthew Hamilton Rosenberg first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $334K in Q1 2023. 871 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Matthew Hamilton Rosenberg held 89 shares of United Parcel Service worth $9.57K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 1 United Parcel Service share in Q2 2026, an estimated $104.
  • United Parcel Service made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #636 holding.
  • Matthew Hamilton Rosenberg first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's United Parcel Service position peaked at $334K in Q1 2023.
  • 871 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.