MFG
UPS icon

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
2022
Q3 		– Sell
-18,810
Closed -$6.98M – 643
2022
Q2 		$6.98M Buy
+18,810
New +$3.43M 0.22% 61

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.