MCM
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Monarch Capital Management’s United Parcel Service UPS Stock Holding History

Monarch Capital Management’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 		$3.44M Buy
32,036
+578
+2% +$60.1K 0.79% 39
2026
Q1 		$3.09M Buy
31,458
+833
+3% +$89.3K 0.76% 43
2025
Q4 		$3.04M Buy
30,625
+1,093
+4% +$102K 0.75% 42
2025
Q3 		$2.47M Sell
29,532
-231
-0.8% -$20.9K 0.6% 49
2025
Q2 		$3M Buy
29,763
+18
+0.1% +$1.77K 0.81% 38
2025
Q1 		$3.27M Buy
29,745
+2,565
+9% +$307K 0.91% 38
2024
Q4 		$3.43M Buy
27,180
+1,135
+4% +$149K 0.94% 37
2024
Q3 		$3.55M Buy
26,045
+3,615
+16% +$475K 0.96% 37
2024
Q2 		$3.07M Buy
22,430
+1,866
+9% +$267K 0.9% 36
2024
Q1 		$3.06M Buy
20,564
+1,902
+10% +$289K 0.86% 38
2023
Q4 		$2.93M Buy
18,662
+1,642
+10% +$248K 0.89% 39
2023
Q3 		$2.65M Buy
17,020
+19
+0.1% +$3.28K 0.85% 42
2023
Q2 		$3.05M Buy
17,001
+774
+5% +$137K 0.92% 39
2023
Q1 		$3.15M Buy
16,227
+532
+3% +$97.6K 0.97% 39
2022
Q4 		$2.73M Buy
15,695
+6
+0% +$1.04K 0.84% 40
2022
Q3 		$2.53M Buy
15,689
+330
+2% +$62.5K 0.83% 40
2022
Q2 		$2.8M Buy
15,359
+2,755
+22% +$503K 0.84% 41
2022
Q1 		$2.7M Buy
12,604
+826
+7% +$176K 0.72% 43
2021
Q4 		$2.52M Buy
11,778
+457
+4% +$93K 0.65% 44
2021
Q3 		$2.06M Buy
11,321
+1,125
+11% +$222K 0.57% 48
2021
Q2 		$2.12M Sell
10,196
-13
-0.1% -$2.6K 0.61% 46
2021
Q1 		$1.74M Sell
10,209
-250
-2% -$40.4K 0.51% 52
2020
Q4 		$1.76M Sell
10,459
-90
-0.9% -$15.2K 0.55% 48
2020
Q3 		$1.76M Hold
10,549
– – 0.61% 44
2020
Q2 		$1.17M Hold
10,549
– – 0.43% 53
2020
Q1 		$985K Buy
10,549
+932
+10% +$96.6K 0.4% 57
2019
Q4 		$1.13M Buy
9,617
+850
+10% +$101K 0.37% 58
2019
Q3 		$1.05M Buy
8,767
+2,558
+41% +$292K 0.37% 57
2019
Q2 		$641K Sell
6,209
-200
-3% -$20.8K 0.23% 68
2019
Q1 		$716K Buy
6,409
+450
+8% +$47.7K 0.26% 68
2018
Q4 		$581K Buy
5,959
+375
+7% +$40.7K 0.24% 68
2018
Q3 		$652K Hold
5,584
– – 0.24% 69
2018
Q2 		$593K Hold
5,584
– – 0.23% 68
2018
Q1 		$584K Hold
5,584
– – 0.22% 70
2017
Q4 		$665K Sell
5,584
-175
-3% -$20.6K 0.25% 68
2017
Q3 		$692K Sell
5,759
-75
-1% -$8.53K 0.26% 65
2017
Q2 		$645K Hold
5,834
– – 0.24% 67
2017
Q1 		$626K Sell
5,834
-48
-0.8% -$5.25K 0.23% 67
2016
Q4 		$674K Sell
5,882
-200
-3% -$22.5K 0.25% 66
2016
Q3 		$665K Sell
6,082
-200
-3% -$21.8K 0.25% 68
2016
Q2 		$677K Sell
6,282
-100
-2% -$10.4K 0.25% 67
2016
Q1 		$673K Buy
6,382
+18
+0.3% +$1.75K 0.24% 69
2015
Q4 		$612K Sell
6,364
-319
-5% -$32.6K 0.24% 69
2015
Q3 		$660K Sell
6,683
-804
-11% -$79.4K 0.27% 65
2015
Q2 		$726K Buy
7,487
+3
+0% +$298 0.28% 66
2015
Q1 		$726K Buy
7,484
+201
+3% +$20.6K 0.27% 67
2014
Q4 		$810K Sell
7,283
-950
-12% -$100K 0.31% 65
2014
Q3 		$809K Sell
8,233
-450
-5% -$44.7K 0.32% 63
2014
Q2 		$891K Sell
8,683
-1,400
-14% -$141K 0.34% 62
2014
Q1 		$982K Hold
10,083
– – 0.39% 58
2013
Q4 		$1.06M Sell
10,083
-180
-2% -$17.7K 0.42% 57
2013
Q3 		$938K Sell
10,263
-750
-7% -$65.9K 0.39% 58
2013
Q2 		$952K Buy
+11,013
New +$945K 0.41% 57

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

Monarch Capital Management's UPS Position: Q2 2026 in Review

Monarch Capital Management increased its United Parcel Service (UPS) stake by 1.8% in Q2 2026, buying an estimated $60.1K and bringing the position to 32,036 shares worth $3.44M. The position accounts for 0.79% of the portfolio, ranked #39.

Monarch Capital Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.55M in Q3 2024. 886 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Monarch Capital Management held 32,036 shares of United Parcel Service worth $3.44M as of Q2 2026.
  • Monarch Capital Management bought 578 United Parcel Service shares in Q2 2026, an estimated $60.1K.
  • United Parcel Service made up 0.79% of Monarch Capital Management's portfolio in Q2 2026, its #39 holding.
  • Monarch Capital Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Monarch Capital Management's United Parcel Service position peaked at $3.55M in Q3 2024.
  • 886 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.