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	$4.39M	Hold	40,800	–	–	0.03%	471
2026 Q1	$128K	Sell	40,800 -300	-0.7%	-$32.2K	﹤0.01%	1984
2025 Q4	$133K	Buy	41,100 +300	+0.7%	+$28.1K	﹤0.01%	1868
2025 Q3	$388K	Hold	40,800	–	–	﹤0.01%	1311
2025 Q2	$213K	Buy	+40,800	New	+$4.01M	﹤0.01%	1524
2022 Q3	–	Sell	-4,852	Closed	-$469K	–	644
2022 Q2	$469K	Buy	+4,852	New	+$885K	0.01%	371

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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.