MFG
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Merit Financial Group’s United Parcel Service UPS Stock Holding History

Merit Financial Group’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 		$91.2M Buy
848,644
+33,524
+4% +$3.48M 0.56% 39
2026
Q1 		$80.2M Sell
815,120
-12,546
-2% -$1.35M 0.6% 38
2025
Q4 		$82.1M Sell
827,666
-11,179
-1% -$1.05M 0.66% 32
2025
Q3 		$70.1M Sell
838,845
-21,648
-3% -$1.96M 0.64% 33
2025
Q2 		$86.9M Sell
860,493
-2,537
-0.3% -$250K 0.97% 22
2025
Q1 		$94.9M Buy
863,030
+14,836
+2% +$1.77M 1.42% 12
2024
Q4 		$107M Sell
848,194
-88,962
-9% -$11.7M 1.92% 10
2024
Q3 		$128M Buy
937,156
+50,625
+6% +$6.65M 2.86% 5
2024
Q2 		$121M Sell
886,531
-14,866
-2% -$2.13M 2.67% 7
2024
Q1 		$132M Buy
901,397
+19,853
+2% +$3.02M 3.14% 6
2023
Q4 		$139M Sell
881,544
-9,362
-1% -$1.42M 4.22% 4
2023
Q3 		$139M Buy
890,906
+17,436
+2% +$3.01M 4.54% 4
2023
Q2 		$157M Buy
873,470
+64,024
+8% +$11.4M 5.07% 4
2023
Q1 		$157M Sell
809,446
-28,056
-3% -$5.15M 5.71% 4
2022
Q4 		$146M Buy
837,502
+3,155
+0.4% +$546K 5.27% 4
2022
Q3 		$135M Sell
834,347
-1,220,851
-59% -$231M 5.85% 4
2022
Q2 		$375M Buy
2,055,198
+1,301,300
+173% +$237M 11.61% 1
2022
Q1 		$162M Buy
753,898
+746,899
+10,672% +$159M 9.75% 3
2021
Q4 		$1.5M Buy
6,999
+102
+1% +$20.7K 0.15% 74
2021
Q3 		$1.26M Buy
6,897
+26
+0.4% +$5.13K 0.13% 76
2021
Q2 		$1.43M Sell
6,871
-194
-3% -$38.8K 0.13% 77
2021
Q1 		$1.2M Buy
7,065
+18
+0.3% +$2.91K 0.13% 82
2020
Q4 		$1.19M Buy
7,047
+1
+0% +$169 0.11% 75
2020
Q3 		$1.17M Sell
7,046
-503
-7% -$73.2K 0.11% 74
2020
Q2 		$839K Buy
7,549
+143
+2% +$14.3K 0.08% 91
2020
Q1 		$692K Buy
7,406
+162
+2% +$16.8K 0.08% 96
2019
Q4 		$848K Buy
7,244
+937
+15% +$111K 0.08% 96
2019
Q3 		$756K Buy
6,307
+57
+0.9% +$6.52K 0.08% 61
2019
Q2 		$645K Sell
6,250
-428
-6% -$44.5K 0.08% 46
2019
Q1 		$746K Buy
6,678
+378
+6% +$40.1K 0.09% 40
2018
Q4 		$614K Sell
6,300
-4
-0.1% -$434 0.09% 40
2018
Q3 		$735K Sell
6,304
-28
-0.4% -$3.29K 0.12% 38
2018
Q2 		$672K Buy
6,332
+180
+3% +$20.2K 0.12% 37
2018
Q1 		$643K Buy
6,152
+202
+3% +$23.3K 0.13% 32
2017
Q4 		$708K Buy
+5,950
New +$699K 0.15% 26

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Merit Financial Group's UPS Position: Q2 2026 in Review

Merit Financial Group increased its United Parcel Service (UPS) stake by 4.1% in Q2 2026, buying an estimated $3.48M and bringing the position to 848,644 shares worth $91.2M. The position accounts for 0.56% of the portfolio, ranked #39.

Merit Financial Group first reported a position in UPS in Q4 2017 and has held it in 35 quarters since. The position peaked at $375M in Q2 2022. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Merit Financial Group held 848,644 shares of United Parcel Service worth $91.2M as of Q2 2026.
  • Merit Financial Group bought 33,524 United Parcel Service shares in Q2 2026, an estimated $3.48M.
  • United Parcel Service made up 0.56% of Merit Financial Group's portfolio in Q2 2026, its #39 holding.
  • Merit Financial Group first reported a position in United Parcel Service in Q4 2017 and has held it in 35 quarters since.
  • Merit Financial Group's United Parcel Service position peaked at $375M in Q2 2022.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.